PWS
D icon

Paragon Wealth Strategies’s Dominion Energy D Stock Holding History

Paragon Wealth Strategies’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
-20
Closed -$1.23K – 80
2022
Q4 		$1.23K Buy
+20
New +$1.26K ﹤0.01% 219

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Paragon Wealth Strategies's D Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Dominion Energy (D) in Q1 2023, closing a stake of 20 shares — an estimated $1.23K sold.

Paragon Wealth Strategies first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $1.23K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 20 Dominion Energy shares in Q1 2023, an estimated $1.23K.
  • Paragon Wealth Strategies first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Dominion Energy position peaked at $1.23K in Q4 2022.
  • 1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.