MUMSS
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Mitsubishi UFJ Morgan Stanley Securities’s Dominion Energy D Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
Q1 		– Sell
-570
Closed -$35K – 65
2022
Q4 		$35K Buy
+570
New +$35.8K 0.31% 43
2014
Q2 		– Sell
-240
Closed -$17K – 248
2014
Q1 		$17K Sell
240
-250
-51% -$17.1K 0.05% 142
2013
Q4 		$32K Sell
490
-20
-4% -$1.29K 0.05% 128
2013
Q3 		$32K Buy
+510
New +$30.3K 0.05% 112

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's D Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Dominion Energy (D) in Q1 2023, closing a stake of 570 shares — an estimated $35K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in D in Q3 2013 and held it in 4 quarters. The position peaked at $35K in Q4 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 570 Dominion Energy shares in Q1 2023, an estimated $35K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Dominion Energy in Q3 2013 and held it in 4 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Dominion Energy position peaked at $35K in Q4 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.