Moisand Fitzgerald Tamayo’s Dominion Energy D Stock Holding History

Moisand Fitzgerald Tamayo’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	-646	Closed	-$30.4K	–	594
2023 Q4	$30.4K	Buy	+646	New	+$28.8K	0.01%	219
2023 Q2	–	Sell	-72	Closed	-$4.03K	–	758
2023 Q1	$4.03K	Hold	72	–	–	﹤0.01%	445
2022 Q4	$4.42K	Sell	72 -240	-77%	-$15.1K	﹤0.01%	427
2022 Q3	$22K	Hold	312	–	–	0.01%	222
2022 Q2	$25K	Buy	312 +41	+15%	+$3.39K	0.01%	210
2022 Q1	$23K	Sell	271 -241	-47%	-$19.4K	0.01%	132
2021 Q4	$40K	Hold	512	–	–	0.01%	164
2021 Q3	$37K	Buy	512 +72	+16%	+$5.49K	0.01%	168
2021 Q2	$32K	Buy	440 +200	+83%	+$15.4K	0.01%	175
2021 Q1	$18K	Hold	240	–	–	0.01%	173
2020 Q4	$18K	Hold	240	–	–	0.01%	178
2020 Q3	$19K	Hold	240	–	–	0.01%	161
2020 Q2	$19K	Hold	240	–	–	0.01%	153
2020 Q1	$17K	Sell	240 -108	-31%	-$8.82K	0.01%	157
2019 Q4	$29K	Hold	348	–	–	0.02%	141
2019 Q3	$28K	Hold	348	–	–	0.02%	143
2019 Q2	$27K	Hold	348	–	–	0.01%	139
2019 Q1	$27K	Hold	348	–	–	0.02%	149
2018 Q4	$25K	Hold	348	–	–	0.02%	141
2018 Q3	$24K	Hold	348	–	–	0.01%	155
2018 Q2	$24K	Hold	348	–	–	0.01%	151
2018 Q1	$23K	Hold	348	–	–	0.01%	156
2017 Q4	$28K	Hold	348	–	–	0.02%	129
2017 Q3	$27K	Buy	+348	New	+$27.1K	0.02%	142
2016 Q2	–	Sell	-400	Closed	-$30K	–	82
2016 Q1	$30K	Hold	400	–	–	0.02%	114
2015 Q4	$27K	Buy	+400	New	+$27.6K	0.02%	114

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

Moisand Fitzgerald Tamayo's D Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Dominion Energy (D) in Q1 2024, closing a stake of 646 shares — an estimated $30.4K sold.

Moisand Fitzgerald Tamayo first reported a position in D in Q4 2015 and held it in 26 quarters. The position peaked at $40K in Q4 2021. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 646 Dominion Energy shares in Q1 2024, an estimated $30.4K.
Moisand Fitzgerald Tamayo first reported a position in Dominion Energy in Q4 2015 and held it in 26 quarters.
Moisand Fitzgerald Tamayo's Dominion Energy position peaked at $40K in Q4 2021.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.