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Madden Securities’s Dominion Energy D Stock Holding History

Madden Securities’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-805
Closed -$49.4K – 154
2022
Q4 		$49.4K Buy
+805
New +$50.6K 0.03% 200
2020
Q3 		– Sell
-3,410
Closed -$277K – 115
2020
Q2 		$277K Buy
+3,410
New +$273K 0.25% 84
2019
Q4 		$274K Buy
+3,310
New +$270K 0.27% 89

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Madden Securities's D Position: Q1 2023 in Review

Madden Securities sold out of Dominion Energy (D) in Q1 2023, closing a stake of 805 shares — an estimated $49.4K sold.

Madden Securities first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $277K in Q2 2020. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Madden Securities reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 805 Dominion Energy shares in Q1 2023, an estimated $49.4K.
  • Madden Securities first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
  • Madden Securities's Dominion Energy position peaked at $277K in Q2 2020.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.