Madison Wealth Management’s Dominion Energy D Stock Holding History

Madison Wealth Management’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 Q3	$458K	Hold	10,255	–	–	0.1%	112
2023 Q2	$531K	Hold	10,255	–	–	0.11%	111
2023 Q1	$573K	Hold	10,255	–	–	0.12%	108
2022 Q4	$629K	Sell	10,255 -643	-6%	-$40.4K	0.14%	103
2022 Q3	$753K	Hold	10,898	–	–	0.18%	97
2022 Q2	$870K	Hold	10,898	–	–	0.21%	93
2022 Q1	$926K	Hold	10,898	–	–	0.19%	95
2021 Q4	$856K	Sell	10,898 -221	-2%	-$16.6K	0.17%	92
2021 Q3	$812K	Buy	+11,119	New	+$848K	0.18%	92

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Wealth Management's D Position: Q3 2023 in Review

Madison Wealth Management held its Dominion Energy (D) position steady in Q3 2023 at 10,255 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #112.

Madison Wealth Management first reported a position in D in Q3 2021 and has held it in 9 quarters since. The position peaked at $926K in Q1 2022. 1,203 funds tracked by Wall St. Rank hold D as of Q3 2023.

Madison Wealth Management held 10,255 shares of Dominion Energy worth $458K as of Q3 2023.
Madison Wealth Management left its Dominion Energy share count unchanged in Q3 2023.
Dominion Energy made up 0.1% of Madison Wealth Management's portfolio in Q3 2023, its #112 holding.
Madison Wealth Management first reported a position in Dominion Energy in Q3 2021 and has held it in 9 quarters since.
Madison Wealth Management's Dominion Energy position peaked at $926K in Q1 2022.
1,203 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.