SIA
D icon

SkyView Investment Advisors’s Dominion Energy D Stock Holding History

SkyView Investment 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
2023
Q4 		– Sell
-105
Closed -$5K – 238
2023
Q3 		$5K Buy
105
+62
+144% +$3.08K ﹤0.01% 386
2023
Q2 		$2K Buy
43
+12
+39% +$652 ﹤0.01% 581
2023
Q1 		$2K Buy
+31
New +$1.81K ﹤0.01% 540

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyView Investment Advisors's D Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Dominion Energy (D) in Q4 2023, closing a stake of 105 shares — an estimated $5K sold.

SkyView Investment Advisors first reported a position in D in Q1 2023 and held it in 3 quarters. The position peaked at $5K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • SkyView Investment Advisors reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 105 Dominion Energy shares in Q4 2023, an estimated $5K.
  • SkyView Investment Advisors first reported a position in Dominion Energy in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's Dominion Energy position peaked at $5K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.