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Successful Portfolios’s Dominion Energy D Stock Holding History

Successful Portfolios’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
-4,205
Closed -$258K – 191
2022
Q4 		$258K Buy
4,205
+180
+4% +$11.3K 0.17% 148
2022
Q3 		$278K Hold
4,025
– – 0.2% 136
2022
Q2 		$321K Sell
4,025
-50
-1% -$4.13K 0.22% 118
2022
Q1 		$346K Hold
4,075
– – 0.2% 129
2021
Q4 		$320K Buy
4,075
+73
+2% +$5.49K 0.17% 134
2021
Q3 		$292K Sell
4,002
-100
-2% -$7.63K 0.17% 141
2021
Q2 		$302K Sell
4,102
-300
-7% -$23.2K 0.18% 143
2021
Q1 		$334K Sell
4,402
-40
-0.9% -$2.91K 0.22% 119
2020
Q4 		$334K Hold
4,442
– – 0.24% 109
2020
Q3 		$351K Sell
4,442
-289
-6% -$22.7K 0.28% 97
2020
Q2 		$384K Buy
4,731
+614
+15% +$49.2K 0.34% 86
2020
Q1 		$297K Sell
4,117
-576
-12% -$47K 0.3% 95
2019
Q4 		$389K Sell
4,693
-177
-4% -$14.5K 0.35% 83
2019
Q3 		$395K Buy
4,870
+279
+6% +$21.6K 0.37% 77
2019
Q2 		$355K Sell
4,591
-312
-6% -$23.8K 0.38% 79
2019
Q1 		$376K Buy
4,903
+501
+11% +$36.6K 0.41% 76
2018
Q4 		$315K Sell
4,402
-175
-4% -$12.8K 0.4% 77
2018
Q3 		$322K Sell
4,577
-303
-6% -$21.5K 0.35% 90
2018
Q2 		$333K Buy
+4,880
New +$318K 0.39% 83
2018
Q1 		– Sell
-2,650
Closed -$215K – 132
2017
Q4 		$215K Buy
+2,650
New +$215K 0.27% 116

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Successful Portfolios's D Position: Q1 2023 in Review

Successful Portfolios sold out of Dominion Energy (D) in Q1 2023, closing a stake of 4,205 shares — an estimated $258K sold.

Successful Portfolios first reported a position in D in Q4 2017 and held it in 20 quarters. The position peaked at $395K in Q3 2019. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Successful Portfolios reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Successful Portfolios sold 4,205 Dominion Energy shares in Q1 2023, an estimated $258K.
  • Successful Portfolios first reported a position in Dominion Energy in Q4 2017 and held it in 20 quarters.
  • Successful Portfolios's Dominion Energy position peaked at $395K in Q3 2019.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Successful Portfolios's 13F filing for Q1 2023, filed 24 Apr 2023.