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Marks Group Wealth Management’s Dominion Energy D Stock Holding History

Marks Group 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
Q4 		– Sell
-22,691
Closed -$1.01M – 293
2023
Q3 		$1.01M Sell
22,691
-1,415
-6% -$70.3K 0.13% 159
2023
Q2 		$1.25M Sell
24,106
-3,145
-12% -$171K 0.15% 149
2023
Q1 		$1.52M Buy
27,251
+5,423
+25% +$317K 0.19% 133
2022
Q4 		$1.34M Buy
21,828
+2,831
+15% +$178K 0.18% 136
2022
Q3 		$1.31M Buy
18,997
+2,261
+14% +$183K 0.2% 132
2022
Q2 		$1.34M Buy
16,736
+2,877
+21% +$238K 0.19% 137
2022
Q1 		$1.18M Buy
13,859
+3,459
+33% +$278K 0.15% 149
2021
Q4 		$816K Buy
10,400
+2,723
+35% +$205K 0.1% 197
2021
Q3 		$565K Sell
7,677
-182
-2% -$13.9K 0.08% 194
2021
Q2 		$580K Buy
7,859
+230
+3% +$17.8K 0.08% 173
2021
Q1 		$581K Buy
7,629
+380
+5% +$27.6K 0.09% 165
2020
Q4 		$545K Sell
7,249
-826
-10% -$65.6K 0.08% 170
2020
Q3 		$637K Buy
8,075
+232
+3% +$18.2K 0.12% 155
2020
Q2 		$636K Sell
7,843
-687
-8% -$55.1K 0.13% 141
2020
Q1 		$616K Buy
8,530
+222
+3% +$18.1K 0.16% 139
2019
Q4 		$688K Buy
+8,308
New +$679K 0.14% 153

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Group Wealth Management's D Position: Q4 2023 in Review

Marks Group Wealth Management sold out of Dominion Energy (D) in Q4 2023, closing a stake of 22,691 shares — an estimated $1.01M sold.

Marks Group Wealth Management first reported a position in D in Q4 2019 and held it in 16 quarters. The position peaked at $1.52M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Marks Group Wealth Management reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 22,691 Dominion Energy shares in Q4 2023, an estimated $1.01M.
  • Marks Group Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 16 quarters.
  • Marks Group Wealth Management's Dominion Energy position peaked at $1.52M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Marks Group Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.