PIMG
D icon

Patriot Investment Management Group’s Dominion Energy D Stock Holding History

Patriot Investment Management 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
2022
Q4 		– Sell
-3,156
Closed -$218K – 408
2022
Q3 		$218K Sell
3,156
-176
-5% -$14.2K 0.02% 225
2022
Q2 		$265K Buy
3,332
+716
+27% +$59.1K 0.03% 215
2022
Q1 		$222K Buy
+2,616
New +$210K 0.02% 236
2020
Q3 		– Sell
-1,650
Closed -$134K – 286
2020
Q2 		$134K Buy
+1,650
New +$132K 0.02% 240

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patriot Investment Management Group's D Position: Q4 2022 in Review

Patriot Investment Management Group sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,156 shares — an estimated $218K sold.

Patriot Investment Management Group first reported a position in D in Q2 2020 and held it in 4 quarters. The position peaked at $265K in Q2 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Patriot Investment Management Group reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Patriot Investment Management Group sold 3,156 Dominion Energy shares in Q4 2022, an estimated $218K.
  • Patriot Investment Management Group first reported a position in Dominion Energy in Q2 2020 and held it in 4 quarters.
  • Patriot Investment Management Group's Dominion Energy position peaked at $265K in Q2 2022.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Patriot Investment Management Group's 13F filing for Q4 2022, filed 15 Feb 2023.