Retireful LLC’s Dominion Energy D Stock Holding History

Retireful LLC’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	-46,283	Closed	-$2.07M	–	101
2023 Q3	$2.07M	Buy	+46,283	New	+$2.3M	0.99%	36

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retireful LLC's D Position: Q4 2023 in Review

Retireful LLC sold out of Dominion Energy (D) in Q4 2023, closing a stake of 46,283 shares — an estimated $2.07M sold.

Retireful LLC first reported a position in D in Q3 2023 and held it in 1 quarter. The position peaked at $2.07M in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

Retireful LLC reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
Retireful LLC sold 46,283 Dominion Energy shares in Q4 2023, an estimated $2.07M.
Retireful LLC first reported a position in Dominion Energy in Q3 2023 and held it in 1 quarter.
Retireful LLC's Dominion Energy position peaked at $2.07M in Q3 2023.
1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Retireful LLC's 13F filing for Q4 2023, filed 25 Jan 2024.