PVH
D icon

Psagot Value Holdings’s Dominion Energy D Stock Holding History

Psagot Value Holdings’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
-3
Closed – – 546
2023
Q3 		$0 Buy
+3
New +$149 ﹤0.01% 531
2019
Q1 		– Sell
-1,290
Closed -$92K – 447
2018
Q4 		$92K Sell
1,290
-500
-28% -$36.5K ﹤0.01% 323
2018
Q3 		$126K Buy
+1,790
New +$127K 0.01% 255

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

Psagot Value Holdings's D Position: Q4 2023 in Review

Psagot Value Holdings sold out of Dominion Energy (D) in Q4 2023, closing a stake of 3 shares.

Psagot Value Holdings first reported a position in D in Q3 2018 and held it in 3 quarters. The position peaked at $126K in Q3 2018. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Psagot Value Holdings reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 3 Dominion Energy shares in Q4 2023.
  • Psagot Value Holdings first reported a position in Dominion Energy in Q3 2018 and held it in 3 quarters.
  • Psagot Value Holdings's Dominion Energy position peaked at $126K in Q3 2018.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.