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Steward Financial Group’s Dominion Energy D Stock Holding History

Steward Financial Group’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 		$7K Sell
170
-26
-13% -$1.29K ﹤0.01% 487
2023
Q2 		$10K Buy
196
+195
+19,500% +$10.6K ﹤0.01% 369
2023
Q1 		$0 Sell
1
-94
-99% -$5.5K ﹤0.01% 770
2022
Q4 		$5K Buy
+95
New +$5.97K ﹤0.01% 197
2022
Q3 		– Sell
-10
Closed – – 395
2022
Q2 		$0 Buy
+10
New +$826 ﹤0.01% 1061

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's D Position: Q3 2023 in Review

Steward Financial Group reduced its Dominion Energy (D) stake by 13% in Q3 2023, selling an estimated $1.29K and leaving 170 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Steward Financial Group first reported a position in D in Q2 2022 and has held it in 5 quarters since. The position peaked at $10K in Q2 2023. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Steward Financial Group held 170 shares of Dominion Energy worth $7K as of Q3 2023.
  • Steward Financial Group sold 26 Dominion Energy shares in Q3 2023, an estimated $1.29K.
  • Dominion Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #487 holding.
  • Steward Financial Group first reported a position in Dominion Energy in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Dominion Energy position peaked at $10K in Q2 2023.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.