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Resurgent Financial Advisors’s Dominion Energy D Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-1,294
Closed -$60.8K – 256
2023
Q4 		$60.8K Sell
1,294
-657
-34% -$29.3K 0.04% 303
2023
Q3 		$87.2K Buy
1,951
+110
+6% +$5.46K 0.06% 242
2023
Q2 		$95.3K Sell
1,841
-162
-8% -$8.81K 0.06% 239
2023
Q1 		$112K Buy
2,003
+1,071
+115% +$62.7K 0.07% 219
2022
Q4 		$57.1K Buy
+932
New +$58.5K 0.03% 402

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resurgent Financial Advisors's D Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Dominion Energy (D) in Q1 2024, closing a stake of 1,294 shares — an estimated $60.8K sold.

Resurgent Financial Advisors first reported a position in D in Q4 2022 and held it in 5 quarters. The position peaked at $112K in Q1 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,294 Dominion Energy shares in Q1 2024, an estimated $60.8K.
  • Resurgent Financial Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Dominion Energy position peaked at $112K in Q1 2023.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.