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Sutton Wealth Advisors’s Dominion Energy D Stock Holding History

Sutton Wealth 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
Q3 		$137K Buy
3,058
+2,667
+682% +$132K 0.07% 139
2023
Q2 		$20.3K Sell
391
-42
-10% -$2.28K 0.01% 352
2023
Q1 		$24.2K Sell
433
-1,002
-70% -$58.6K 0.01% 284
2022
Q4 		$88K Sell
1,435
-946
-40% -$59.4K 0.03% 271
2022
Q3 		$165K Buy
2,381
+969
+69% +$78.2K 0.07% 187
2022
Q2 		$113K Sell
1,412
-2
-0.1% -$165 0.04% 225
2022
Q1 		$120K Buy
1,414
+8
+0.6% +$643 0.04% 225
2021
Q4 		$110K Sell
1,406
-15
-1% -$1.13K 0.04% 240
2021
Q3 		$104K Buy
1,421
+22
+2% +$1.68K 0.04% 243
2021
Q2 		$103K Hold
1,399
– – 0.04% 247
2021
Q1 		$106K Sell
1,399
-52
-4% -$3.78K 0.04% 234
2020
Q4 		$109K Buy
1,451
+37
+3% +$2.94K 0.05% 219
2020
Q3 		$112K Buy
1,414
+27
+2% +$2.12K 0.05% 204
2020
Q2 		$113K Sell
1,387
-60
-4% -$4.81K 0.06% 198
2020
Q1 		$104K Buy
1,447
+52
+4% +$4.25K 0.07% 188
2019
Q4 		$116K Buy
1,395
+10
+0.7% +$817 0.06% 201
2019
Q3 		$112K Hold
1,385
– – 0.06% 194
2019
Q2 		$107K Hold
1,385
– – 0.06% 201
2019
Q1 		$106K Buy
1,385
+18
+1% +$1.31K 0.06% 198
2018
Q4 		$97.7K Buy
1,367
+22
+2% +$1.61K 0.06% 195
2018
Q3 		$94.5K Hold
1,345
– – 0.06% 205
2018
Q2 		$91.7K Sell
1,345
-100
-7% -$6.51K 0.06% 208
2018
Q1 		$97.4K Sell
1,445
-12
-0.8% -$886 0.07% 199
2017
Q4 		$118K Hold
1,457
– – 0.09% 181
2017
Q3 		$112K Hold
1,457
– – 0.09% 185
2017
Q2 		$112K Buy
1,457
+12
+0.8% +$943 0.09% 185
2017
Q1 		$112K Hold
1,445
– – 0.09% 178
2016
Q4 		$111K Hold
1,445
– – 0.1% 175
2016
Q3 		$107K Buy
1,445
+100
+7% +$7.62K 0.1% 174
2016
Q2 		$105K Hold
1,345
– – 0.1% 171
2016
Q1 		$101K Buy
+1,345
New +$95.2K 0.1% 174

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

Sutton Wealth Advisors's D Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Dominion Energy (D) stake by 682% in Q3 2023, buying an estimated $132K and bringing the position to 3,058 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #139.

Sutton Wealth Advisors first reported a position in D in Q1 2016 and has held it in 31 quarters since. The position peaked at $165K in Q3 2022. 1,203 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Sutton Wealth Advisors held 3,058 shares of Dominion Energy worth $137K as of Q3 2023.
  • Sutton Wealth Advisors bought 2,667 Dominion Energy shares in Q3 2023, an estimated $132K.
  • Dominion Energy made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #139 holding.
  • Sutton Wealth Advisors first reported a position in Dominion Energy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Dominion Energy position peaked at $165K in Q3 2022.
  • 1,203 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.