Pictet Asset Management (Switzerland)’s Dominion Energy D Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$168M	Sell	3,235,608 -121,978	-4%	-$6.63M	0.2%	135
2023 Q1	$188M	Sell	3,357,586 -59,378	-2%	-$3.47M	0.23%	126
2022 Q4	$210M	Sell	3,416,964 -1,284,096	-27%	-$80.6M	0.3%	94
2022 Q3	$325M	Sell	4,701,060 -10,730	-0.2%	-$866K	0.48%	44
2022 Q2	$376M	Sell	4,711,790 -81,299	-2%	-$6.71M	0.52%	38
2022 Q1	$407M	Sell	4,793,089 -206,820	-4%	-$16.6M	0.46%	49
2021 Q4	$393M	Sell	4,999,909 -380,292	-7%	-$28.6M	0.39%	57
2021 Q3	$393M	Buy	+5,380,201	New	+$410M	0.43%	51

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s D Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Dominion Energy (D) stake by 3.6% in Q2 2023, selling an estimated $6.63M and leaving 3,235,608 shares worth $168M. The position accounts for 0.2% of the portfolio, ranked #135.

Pictet Asset Management (Switzerland) first reported a position in D in Q3 2021 and has held it in 8 quarters since. The position peaked at $407M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold D as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,235,608 shares of Dominion Energy worth $168M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 121,978 Dominion Energy shares in Q2 2023, an estimated $6.63M.
Dominion Energy made up 0.2% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #135 holding.
Pictet Asset Management (Switzerland) first reported a position in Dominion Energy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Dominion Energy position peaked at $407M in Q1 2022.
1,283 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.