Secure Asset Management’s Dominion Energy D Stock Holding History

Secure Asset Management’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	-26,191	Closed	-$1.17M	–	231
2023 Q3	$1.17M	Sell	26,191 -4,614	-15%	-$229K	0.35%	70
2023 Q2	$1.6M	Buy	30,805 +1,777	+6%	+$96.6K	0.48%	59
2023 Q1	$1.62M	Buy	29,028 +3,988	+16%	+$233K	0.54%	53
2022 Q4	$1.54M	Buy	25,040 +17,766	+244%	+$1.12M	0.55%	53
2022 Q3	$503K	Buy	7,274 +1,611	+28%	+$130K	0.28%	70
2022 Q2	$452K	Buy	5,663 +2,878	+103%	+$238K	0.25%	82
2022 Q1	$237K	Buy	2,785 +51	+2%	+$4.1K	0.11%	171
2021 Q4	$215K	Buy	+2,734	New	+$206K	0.09%	192

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

Secure Asset Management's D Position: Q4 2023 in Review

Secure Asset Management sold out of Dominion Energy (D) in Q4 2023, closing a stake of 26,191 shares — an estimated $1.17M sold.

Secure Asset Management first reported a position in D in Q4 2021 and held it in 8 quarters. The position peaked at $1.62M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

Secure Asset Management reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
Secure Asset Management sold 26,191 Dominion Energy shares in Q4 2023, an estimated $1.17M.
Secure Asset Management first reported a position in Dominion Energy in Q4 2021 and held it in 8 quarters.
Secure Asset Management's Dominion Energy position peaked at $1.62M in Q1 2023.
1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Secure Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.