My Personal CFO LLC’s Dominion Energy D Stock Holding History

My Personal CFO LLC’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	-28	Closed	-$1.72K	–	243
2022 Q4	$1.72K	Buy	+28	New	+$1.76K	﹤0.01%	542

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

My Personal CFO LLC's D Position: Q1 2023 in Review

My Personal CFO LLC sold out of Dominion Energy (D) in Q1 2023, closing a stake of 28 shares — an estimated $1.72K sold.

My Personal CFO LLC first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $1.72K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

My Personal CFO LLC reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 28 Dominion Energy shares in Q1 2023, an estimated $1.72K.
My Personal CFO LLC first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Dominion Energy position peaked at $1.72K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.