SignalPoint Asset Management’s Dominion Energy D Stock Holding History

SignalPoint 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 Q1	–	Sell	-3,922	Closed	-$240K	–	222
2022 Q4	$240K	Sell	3,922 -105	-3%	-$6.59K	0.08%	191
2022 Q3	$278K	Sell	4,027 -90	-2%	-$7.26K	0.11%	170
2022 Q2	$328K	Buy	+4,117	New	+$340K	0.12%	157

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SignalPoint Asset Management's D Position: Q1 2023 in Review

SignalPoint Asset Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,922 shares — an estimated $240K sold.

SignalPoint Asset Management first reported a position in D in Q2 2022 and held it in 3 quarters. The position peaked at $328K in Q2 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

SignalPoint Asset Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
SignalPoint Asset Management sold 3,922 Dominion Energy shares in Q1 2023, an estimated $240K.
SignalPoint Asset Management first reported a position in Dominion Energy in Q2 2022 and held it in 3 quarters.
SignalPoint Asset Management's Dominion Energy position peaked at $328K in Q2 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on SignalPoint Asset Management's 13F filing for Q1 2023, filed 14 Apr 2023.