Safeguard Financial’s Dominion Energy D Stock Holding History

Safeguard Financial’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	-241	Closed	-$12K	–	168
2023 Q2	$12K	Buy	+241	New	+$13.1K	0.01%	313

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Safeguard Financial's D Position: Q3 2023 in Review

Safeguard Financial sold out of Dominion Energy (D) in Q3 2023, closing a stake of 241 shares — an estimated $12K sold.

Safeguard Financial first reported a position in D in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Safeguard Financial reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 241 Dominion Energy shares in Q3 2023, an estimated $12K.
Safeguard Financial first reported a position in Dominion Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Dominion Energy position peaked at $12K in Q2 2023.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.