Milestone Advisory Partners’s Dominion Energy D Stock Holding History

Milestone Advisory Partners’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	-5,201	Closed	-$291K	–	68
2023 Q1	$291K	Hold	5,201	–	–	0.27%	55
2022 Q4	$319K	Sell	5,201 -3,000	-37%	-$188K	0.24%	51
2022 Q3	$567K	Buy	8,201 +1,000	+14%	+$80.7K	0.43%	34
2022 Q2	$585K	Hold	7,201	–	–	0.47%	35
2022 Q1	$612K	Buy	7,201 +1,000	+16%	+$80.3K	0.33%	43
2021 Q4	$487K	Buy	6,201 +1,080	+21%	+$81.3K	0.25%	47
2021 Q3	$374K	Buy	5,121 +500	+11%	+$38.1K	0.22%	49
2021 Q2	$340K	Hold	4,621	–	–	0.18%	58
2021 Q1	$351K	Hold	4,621	–	–	0.19%	45
2020 Q4	$347K	Hold	4,621	–	–	0.2%	42
2020 Q3	$365K	Hold	4,621	–	–	0.23%	38
2020 Q2	$375K	Hold	4,621	–	–	0.22%	39
2020 Q1	$334K	Hold	4,621	–	–	0.23%	30
2019 Q4	$383K	Hold	4,621	–	–	0.2%	40
2019 Q3	$374K	Hold	4,621	–	–	0.21%	38
2019 Q2	$357K	Buy	4,621 +600	+15%	+$45.7K	0.22%	39
2019 Q1	$308K	Buy	+4,021	New	+$294K	0.2%	40

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Milestone Advisory Partners's D Position: Q2 2023 in Review

Milestone Advisory Partners sold out of Dominion Energy (D) in Q2 2023, closing a stake of 5,201 shares — an estimated $291K sold.

Milestone Advisory Partners first reported a position in D in Q1 2019 and held it in 17 quarters. The position peaked at $612K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Milestone Advisory Partners reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Milestone Advisory Partners sold 5,201 Dominion Energy shares in Q2 2023, an estimated $291K.
Milestone Advisory Partners first reported a position in Dominion Energy in Q1 2019 and held it in 17 quarters.
Milestone Advisory Partners's Dominion Energy position peaked at $612K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Milestone Advisory Partners's 13F filing for Q2 2023, filed 13 Jul 2023.