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Tevis Investment Management’s Dominion Energy D Stock Holding History

Tevis 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
-18,230
Closed -$1.12M – 91
2022
Q4 		$1.12M Sell
18,230
-60
-0.3% -$3.77K 1.19% 36
2022
Q3 		$1.26M Buy
18,290
+296
+2% +$23.9K 1.23% 26
2022
Q2 		$1.44M Buy
17,994
+835
+5% +$69K 1.38% 19
2022
Q1 		$1.46M Buy
17,159
+122
+0.7% +$9.8K 1.32% 18
2021
Q4 		$1.33M Buy
+17,037
New +$1.28M 1.16% 17

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

Tevis Investment Management's D Position: Q1 2023 in Review

Tevis Investment Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 18,230 shares — an estimated $1.12M sold.

Tevis Investment Management first reported a position in D in Q4 2021 and held it in 5 quarters. The position peaked at $1.46M in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Tevis Investment Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Tevis Investment Management sold 18,230 Dominion Energy shares in Q1 2023, an estimated $1.12M.
  • Tevis Investment Management first reported a position in Dominion Energy in Q4 2021 and held it in 5 quarters.
  • Tevis Investment Management's Dominion Energy position peaked at $1.46M in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Tevis Investment Management's 13F filing for Q1 2023, filed 2 May 2023.