PMA
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Prudent Man Advisors’s Dominion Energy D Stock Holding History

Prudent Man 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
Q3 		– Sell
-9,536
Closed -$494K – 197
2023
Q2 		$494K Sell
9,536
-115
-1% -$6.25K 0.19% 114
2023
Q1 		$540K Sell
9,651
-50
-0.5% -$2.93K 0.21% 109
2022
Q4 		$595K Sell
9,701
-293
-3% -$18.4K 0.24% 104
2022
Q3 		$691K Buy
9,994
+341
+4% +$27.5K 0.33% 64
2022
Q2 		$770K Sell
9,653
-9
-0.1% -$743 0.36% 53
2022
Q1 		$821K Sell
9,662
-159
-2% -$12.8K 0.33% 57
2021
Q4 		$772K Sell
9,821
-1,514
-13% -$114K 0.29% 67
2021
Q3 		$828K Buy
+11,335
New +$864K 0.31% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudent Man Advisors's D Position: Q3 2023 in Review

Prudent Man Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 9,536 shares — an estimated $494K sold.

Prudent Man Advisors first reported a position in D in Q3 2021 and held it in 8 quarters. The position peaked at $828K in Q3 2021. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Prudent Man Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 9,536 Dominion Energy shares in Q3 2023, an estimated $494K.
  • Prudent Man Advisors first reported a position in Dominion Energy in Q3 2021 and held it in 8 quarters.
  • Prudent Man Advisors's Dominion Energy position peaked at $828K in Q3 2021.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.