Maxi Investments CY’s Dominion Energy D Stock Holding History

Maxi Investments CY’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
2024 Q1	–	Sell	-42,500	Closed	-$2M	–	117
2023 Q4	$2M	Buy	+42,500	New	+$1.9M	0.56%	32

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Maxi Investments CY's D Position: Q1 2024 in Review

Maxi Investments CY sold out of Dominion Energy (D) in Q1 2024, closing a stake of 42,500 shares — an estimated $2M sold.

Maxi Investments CY first reported a position in D in Q4 2023 and held it in 1 quarter. The position peaked at $2M in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Maxi Investments CY reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Maxi Investments CY sold 42,500 Dominion Energy shares in Q1 2024, an estimated $2M.
Maxi Investments CY first reported a position in Dominion Energy in Q4 2023 and held it in 1 quarter.
Maxi Investments CY's Dominion Energy position peaked at $2M in Q4 2023.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Maxi Investments CY's 13F filing for Q1 2024, filed 14 May 2024.