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MainStreet Investment Advisors’s Dominion Energy D Stock Holding History

MainStreet Investment Advisors’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
Q2 		– Sell
-4,719
Closed -$264K – 179
2023
Q1 		$264K Sell
4,719
-65,165
-93% -$3.81M 0.03% 172
2022
Q4 		$4.29M Sell
69,884
-5,804
-8% -$364K 0.48% 55
2022
Q3 		$5.23M Buy
75,688
+24
+0% +$1.94K 0.64% 44
2022
Q2 		$6.04M Sell
75,664
-401
-0.5% -$33.1K 0.69% 43
2022
Q1 		$6.46M Sell
76,065
-663
-0.9% -$53.2K 0.6% 46
2021
Q4 		$6.03M Buy
76,728
+14
+0% +$1.05K 0.53% 51
2021
Q3 		$5.6M Sell
76,714
-483
-0.6% -$36.8K 0.54% 53
2021
Q2 		$5.68M Buy
77,197
+2,771
+4% +$214K 0.48% 56
2021
Q1 		$5.65M Buy
74,426
+3,017
+4% +$219K 0.47% 60
2020
Q4 		$5.37M Sell
71,409
-2,867
-4% -$228K 0.43% 66
2020
Q3 		$5.86M Buy
74,276
+7,107
+11% +$558K 0.46% 60
2020
Q2 		$5.45M Sell
67,169
-4,560
-6% -$366K 0.37% 45
2020
Q1 		$5.18M Buy
71,729
+4,778
+7% +$390K 0.64% 40
2019
Q4 		$5.54M Buy
66,951
+4,605
+7% +$376K 0.61% 47
2019
Q3 		$5.05M Sell
62,346
-1,366
-2% -$106K 0.66% 40
2019
Q2 		$4.93M Buy
63,712
+1,836
+3% +$140K 0.64% 41
2019
Q1 		$4.74M Buy
61,876
+1,582
+3% +$116K 0.67% 41
2018
Q4 		$4.31M Sell
60,294
-408
-0.7% -$29.8K 0.67% 42
2018
Q3 		$4.27M Sell
60,702
-793
-1% -$56.1K 0.57% 48
2018
Q2 		$4.19M Buy
61,495
+1,698
+3% +$111K 0.61% 45
2018
Q1 		$4.03M Buy
59,797
+2,892
+5% +$214K 0.62% 44
2017
Q4 		$4.61M Buy
+56,905
New +$4.61M 0.71% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MainStreet Investment Advisors's D Position: Q2 2023 in Review

MainStreet Investment Advisors sold out of Dominion Energy (D) in Q2 2023, closing a stake of 4,719 shares — an estimated $264K sold.

MainStreet Investment Advisors first reported a position in D in Q4 2017 and held it in 22 quarters. The position peaked at $6.46M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • MainStreet Investment Advisors reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • MainStreet Investment Advisors sold 4,719 Dominion Energy shares in Q2 2023, an estimated $264K.
  • MainStreet Investment Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 22 quarters.
  • MainStreet Investment Advisors's Dominion Energy position peaked at $6.46M in Q1 2022.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on MainStreet Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.