OCFG
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O'Connor Financial Group’s Dominion Energy D Stock Holding History

O'Connor Financial Group’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
Q4 		– Sell
-5,652
Closed -$252K – 52
2023
Q3 		$252K Buy
5,652
+190
+3% +$9.43K 0.17% 48
2023
Q2 		$283K Sell
5,462
-55
-1% -$2.99K 0.2% 47
2023
Q1 		$308K Buy
+5,517
New +$323K 0.23% 47

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Connor Financial Group's D Position: Q4 2023 in Review

O'Connor Financial Group sold out of Dominion Energy (D) in Q4 2023, closing a stake of 5,652 shares — an estimated $252K sold.

O'Connor Financial Group first reported a position in D in Q1 2023 and held it in 3 quarters. The position peaked at $308K in Q1 2023. 1,236 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • O'Connor Financial Group reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • O'Connor Financial Group sold 5,652 Dominion Energy shares in Q4 2023, an estimated $252K.
  • O'Connor Financial Group first reported a position in Dominion Energy in Q1 2023 and held it in 3 quarters.
  • O'Connor Financial Group's Dominion Energy position peaked at $308K in Q1 2023.
  • 1,236 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on O'Connor Financial Group's 13F filing for Q4 2023, filed 17 Jan 2024.