MFWM
D icon

Motley Fool Wealth Management’s Dominion Energy D Stock Holding History

Motley Fool Wealth Management’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
Q3 		– Sell
-34,591
Closed -$1.8M – 122
2023
Q2 		$1.8M Buy
34,591
+2,249
+7% +$122K 0.11% 103
2023
Q1 		$1.81M Buy
32,342
+817
+3% +$47.8K 0.11% 104
2022
Q4 		$1.93M Sell
31,525
-1,038
-3% -$65.2K 0.13% 105
2022
Q3 		$2.25M Buy
32,563
+778
+2% +$62.8K 0.15% 109
2022
Q2 		$2.54M Sell
31,785
-4,014
-11% -$331K 0.16% 103
2022
Q1 		$3.04M Sell
35,799
-240
-0.7% -$19.3K 0.15% 104
2021
Q4 		$2.83M Buy
36,039
+779
+2% +$58.6K 0.12% 99
2021
Q3 		$2.58M Buy
35,260
+1,664
+5% +$127K 0.11% 93
2021
Q2 		$2.47M Buy
33,596
+1,523
+5% +$118K 0.1% 100
2021
Q1 		$2.44M Buy
32,073
+732
+2% +$53.2K 0.11% 100
2020
Q4 		$2.36M Sell
31,341
-1,419
-4% -$113K 0.1% 98
2020
Q3 		$2.59M Buy
32,760
+1,335
+4% +$105K 0.13% 96
2020
Q2 		$2.55M Sell
31,425
-1,987
-6% -$159K 0.14% 96
2020
Q1 		$2.41M Buy
33,412
+1,479
+5% +$121K 0.17% 96
2019
Q4 		$2.65M Buy
31,933
+5,421
+20% +$443K 0.16% 100
2019
Q3 		$2.15M Buy
26,512
+1,762
+7% +$136K 0.14% 101
2019
Q2 		$1.91M Buy
24,750
+158
+0.6% +$12K 0.12% 103
2019
Q1 		$1.89M Sell
24,592
-288
-1% -$21K 0.12% 105
2018
Q4 		$1.78M Sell
24,880
-303
-1% -$22.1K 0.14% 102
2018
Q3 		$1.77M Sell
25,183
-251
-1% -$17.8K 0.11% 106
2018
Q2 		$1.73M Buy
25,434
+7,565
+42% +$493K 0.12% 104
2018
Q1 		$1.21M Buy
17,869
+4,836
+37% +$357K 0.09% 112
2017
Q4 		$1.06M Sell
13,033
-129
-1% -$10.5K 0.08% 125
2017
Q3 		$1.01M Sell
13,162
-913
-6% -$71K 0.09% 121
2017
Q2 		$1.08M Buy
14,075
+15
+0.1% +$1.18K 0.1% 119
2017
Q1 		$1.09M Buy
14,060
+3,225
+30% +$244K 0.11% 123
2016
Q4 		$830K Buy
10,835
+1,610
+17% +$119K 0.09% 122
2016
Q3 		$685K Buy
9,225
+3,956
+75% +$301K 0.07% 133
2016
Q2 		$411K Buy
+5,269
New +$382K 0.05% 136

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Motley Fool Wealth Management's D Position: Q3 2023 in Review

Motley Fool Wealth Management sold out of Dominion Energy (D) in Q3 2023, closing a stake of 34,591 shares — an estimated $1.8M sold.

Motley Fool Wealth Management first reported a position in D in Q2 2016 and held it in 29 quarters. The position peaked at $3.04M in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Motley Fool Wealth Management reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Motley Fool Wealth Management sold 34,591 Dominion Energy shares in Q3 2023, an estimated $1.8M.
  • Motley Fool Wealth Management first reported a position in Dominion Energy in Q2 2016 and held it in 29 quarters.
  • Motley Fool Wealth Management's Dominion Energy position peaked at $3.04M in Q1 2022.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Motley Fool Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.