MGWA
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Monument Group Wealth Advisors’s Dominion Energy D Stock Holding History

Monument Group Wealth Advisors’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
-4,354
Closed -$205K – 48
2023
Q4 		$205K Buy
+4,354
New +$194K 0.17% 43

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T. Rowe Price Associates
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monument Group Wealth Advisors's D Position: Q1 2024 in Review

Monument Group Wealth Advisors sold out of Dominion Energy (D) in Q1 2024, closing a stake of 4,354 shares — an estimated $205K sold.

Monument Group Wealth Advisors first reported a position in D in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Monument Group Wealth Advisors reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 4,354 Dominion Energy shares in Q1 2024, an estimated $205K.
  • Monument Group Wealth Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 1 quarter.
  • Monument Group Wealth Advisors's Dominion Energy position peaked at $205K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.