Mirabella Financial Services’s Dominion Energy D Stock Holding History

Mirabella Financial Services’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	-54,780	Closed	-$2.45M	–	467
2023 Q3	$2.45M	Buy	+54,780	New	+$2.72M	0.34%	79
2022 Q4	–	Sell	-12,588	Closed	-$895K	–	424
2022 Q3	$895K	Buy	12,588 +5,658	+82%	+$457K	0.09%	125
2022 Q2	$553K	Sell	6,930 -2,338	-25%	-$193K	0.05%	230
2022 Q1	$788K	Buy	9,268 +515	+6%	+$41.4K	0.09%	191
2021 Q4	$688K	Sell	8,753 -6,974	-44%	-$525K	0.07%	201
2021 Q3	$1.15M	Buy	15,727 +6,488	+70%	+$495K	0.15%	155
2021 Q2	$680K	Sell	9,239 -2,875	-24%	-$222K	0.12%	149
2021 Q1	$920K	Buy	12,114 +9,146	+308%	+$664K	0.29%	91
2020 Q4	$223K	Buy	+2,968	New	+$236K	0.03%	244

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirabella Financial Services's D Position: Q4 2023 in Review

Mirabella Financial Services sold out of Dominion Energy (D) in Q4 2023, closing a stake of 54,780 shares — an estimated $2.45M sold.

Mirabella Financial Services first reported a position in D in Q4 2020 and held it in 9 quarters. The position peaked at $2.45M in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

Mirabella Financial Services reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
Mirabella Financial Services sold 54,780 Dominion Energy shares in Q4 2023, an estimated $2.45M.
Mirabella Financial Services first reported a position in Dominion Energy in Q4 2020 and held it in 9 quarters.
Mirabella Financial Services's Dominion Energy position peaked at $2.45M in Q3 2023.
1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.