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Petra Financial Advisors’s Dominion Energy D Stock Holding History

Petra Financial Advisors’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
-4,901
Closed -$219K – 118
2023
Q3 		$219K Buy
4,901
+731
+18% +$36.3K 0.18% 114
2023
Q2 		$216K Sell
4,170
-210
-5% -$11.4K 0.19% 100
2023
Q1 		$245K Buy
4,380
+8
+0.2% +$468 0.24% 68
2022
Q4 		$268K Buy
+4,372
New +$275K 0.3% 78

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Petra Financial Advisors's D Position: Q4 2023 in Review

Petra Financial Advisors sold out of Dominion Energy (D) in Q4 2023, closing a stake of 4,901 shares — an estimated $219K sold.

Petra Financial Advisors first reported a position in D in Q4 2022 and held it in 4 quarters. The position peaked at $268K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Petra Financial Advisors reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 4,901 Dominion Energy shares in Q4 2023, an estimated $219K.
  • Petra Financial Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 4 quarters.
  • Petra Financial Advisors's Dominion Energy position peaked at $268K in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.