Powers Advisory Group’s Dominion Energy D Stock Holding History

Powers Advisory 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 Q3	–	Sell	-4,320	Closed	-$224K	–	90
2023 Q2	$224K	Buy	4,320 +42	+1%	+$2.28K	0.15%	86
2023 Q1	$239K	Sell	4,278 -115	-3%	-$6.73K	0.17%	85
2022 Q4	$269K	Sell	4,393 -1	-0%	-$63	0.2%	80
2022 Q3	$304K	Buy	4,394 +27	+0.6%	+$2.18K	0.24%	74
2022 Q2	$349K	Buy	4,367 +28	+0.6%	+$2.31K	0.27%	73
2022 Q1	$369K	Buy	4,339 +26	+0.6%	+$2.09K	0.26%	75
2021 Q4	$339K	Buy	+4,313	New	+$325K	0.24%	77

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Powers Advisory Group's D Position: Q3 2023 in Review

Powers Advisory Group sold out of Dominion Energy (D) in Q3 2023, closing a stake of 4,320 shares — an estimated $224K sold.

Powers Advisory Group first reported a position in D in Q4 2021 and held it in 7 quarters. The position peaked at $369K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Powers Advisory Group reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Powers Advisory Group sold 4,320 Dominion Energy shares in Q3 2023, an estimated $224K.
Powers Advisory Group first reported a position in Dominion Energy in Q4 2021 and held it in 7 quarters.
Powers Advisory Group's Dominion Energy position peaked at $369K in Q1 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Powers Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.