TAIM
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TD Ameritrade Investment Management’s Dominion Energy D Stock Holding History

TD Ameritrade Investment 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
-277
Closed -$17K – 597
2022
Q4 		$17K Buy
+277
New +$17.4K ﹤0.01% 336
2022
Q3 		– Sell
-565
Closed -$45K – 596
2022
Q2 		$45K Sell
565
-424
-43% -$35K ﹤0.01% 307
2022
Q1 		$84K Sell
989
-50
-5% -$4.02K ﹤0.01% 314
2021
Q4 		$82K Buy
1,039
+868
+508% +$65.3K ﹤0.01% 308
2021
Q3 		$13K Sell
171
-970
-85% -$74K ﹤0.01% 424
2021
Q2 		$84K Buy
1,141
+935
+454% +$72.2K ﹤0.01% 295
2021
Q1 		$15K Hold
206
– – ﹤0.01% 427
2020
Q4 		$15K Buy
206
+35
+20% +$2.78K ﹤0.01% 427
2020
Q3 		$13K Buy
171
+7
+4% +$550 ﹤0.01% 424
2020
Q2 		$13K Sell
164
-26
-14% -$2.08K ﹤0.01% 406
2020
Q1 		$14K Buy
190
+30
+19% +$2.45K ﹤0.01% 383
2019
Q4 		$13K Buy
160
+77
+93% +$6.29K ﹤0.01% 421
2019
Q3 		$7K Buy
83
+33
+66% +$2.55K ﹤0.01% 475
2019
Q2 		$4K Buy
+50
New +$3.81K ﹤0.01% 508

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

TD Ameritrade Investment Management's D Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 277 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in D in Q2 2019 and held it in 14 quarters. The position peaked at $84K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 277 Dominion Energy shares in Q1 2023, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in Dominion Energy in Q2 2019 and held it in 14 quarters.
  • TD Ameritrade Investment Management's Dominion Energy position peaked at $84K in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.