TCWA
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Ten Capital Wealth Advisors’s Dominion Energy D Stock Holding History

Ten Capital 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
Q1 		– Sell
-1,882
Closed -$115K – 591
2022
Q4 		$115K Sell
1,882
-150
-7% -$9.42K 0.05% 125
2022
Q3 		$140K Buy
+2,032
New +$164K 0.06% 99

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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

Ten Capital Wealth Advisors's D Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 1,882 shares — an estimated $115K sold.

Ten Capital Wealth Advisors first reported a position in D in Q3 2022 and held it in 2 quarters. The position peaked at $140K in Q3 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 1,882 Dominion Energy shares in Q1 2023, an estimated $115K.
  • Ten Capital Wealth Advisors first reported a position in Dominion Energy in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Dominion Energy position peaked at $140K in Q3 2022.
  • 1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.