Proffitt & Goodson’s Dominion Energy D Stock Holding History

Proffitt & Goodson’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
2024 Q1	–	Sell	-1,275	Closed	-$59.9K	–	234
2023 Q4	$59.9K	Hold	1,275	–	–	0.01%	145
2023 Q3	$57K	Hold	1,275	–	–	0.01%	148
2023 Q2	$66K	Hold	1,275	–	–	0.01%	146
2023 Q1	$71.3K	Hold	1,275	–	–	0.01%	148
2022 Q4	$78.2K	Hold	1,275	–	–	0.02%	146
2022 Q3	$88K	Hold	1,275	–	–	0.02%	139
2022 Q2	$102K	Hold	1,275	–	–	0.02%	136
2022 Q1	$108K	Hold	1,275	–	–	0.02%	144
2021 Q4	$100K	Hold	1,275	–	–	0.02%	133
2021 Q3	$93K	Hold	1,275	–	–	0.02%	136
2021 Q2	$94K	Hold	1,275	–	–	0.02%	132
2021 Q1	$97K	Hold	1,275	–	–	0.02%	129
2020 Q4	$96K	Hold	1,275	–	–	0.02%	126
2020 Q3	$101K	Hold	1,275	–	–	0.02%	113
2020 Q2	$104K	Hold	1,275	–	–	0.02%	106
2020 Q1	$92K	Hold	1,275	–	–	0.02%	93
2019 Q4	$106K	Hold	1,275	–	–	0.02%	106
2019 Q3	$103K	Hold	1,275	–	–	0.02%	104
2019 Q2	$99K	Hold	1,275	–	–	0.02%	105
2019 Q1	$98K	Buy	+1,275	New	+$93.1K	0.02%	98
2018 Q1	–	Sell	-8,953	Closed	-$726K	–	50
2017 Q4	$726K	Sell	8,953 -165	-2%	-$13.4K	0.3%	41
2017 Q3	$701K	Sell	9,118 -460	-5%	-$35.8K	0.31%	44
2017 Q2	$734K	Buy	9,578 +5,623	+142%	+$442K	0.33%	43
2017 Q1	$307K	Buy	+3,955	New	+$299K	0.14%	48

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Proffitt & Goodson's D Position: Q1 2024 in Review

Proffitt & Goodson sold out of Dominion Energy (D) in Q1 2024, closing a stake of 1,275 shares — an estimated $59.9K sold.

Proffitt & Goodson first reported a position in D in Q1 2017 and held it in 24 quarters. The position peaked at $734K in Q2 2017. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Proffitt & Goodson reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Proffitt & Goodson sold 1,275 Dominion Energy shares in Q1 2024, an estimated $59.9K.
Proffitt & Goodson first reported a position in Dominion Energy in Q1 2017 and held it in 24 quarters.
Proffitt & Goodson's Dominion Energy position peaked at $734K in Q2 2017.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Proffitt & Goodson's 13F filing for Q1 2024, filed 24 Apr 2024.