Triad Financial Advisors’s Dominion Energy D Stock Holding History

Triad Financial 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	–	Sell	-4,667	Closed	-$242K	–	99
2023 Q2	$242K	Sell	4,667 -120	-3%	-$6.52K	0.1%	87
2023 Q1	$268K	Sell	4,787 -8	-0.2%	-$468	0.12%	82
2022 Q4	$294K	Sell	4,795 -545	-10%	-$34.2K	0.13%	79
2022 Q3	$369K	Sell	5,340 -111	-2%	-$8.96K	0.2%	59
2022 Q2	$435K	Sell	5,451 -13	-0.2%	-$1.07K	0.24%	50
2022 Q1	$464K	Sell	5,464 -319	-6%	-$25.6K	0.25%	53
2021 Q4	$454K	Buy	+5,783	New	+$435K	0.27%	59

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Financial Advisors's D Position: Q3 2023 in Review

Triad Financial Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 4,667 shares — an estimated $242K sold.

Triad Financial Advisors first reported a position in D in Q4 2021 and held it in 7 quarters. The position peaked at $464K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Triad Financial Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Triad Financial Advisors sold 4,667 Dominion Energy shares in Q3 2023, an estimated $242K.
Triad Financial Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 7 quarters.
Triad Financial Advisors's Dominion Energy position peaked at $464K in Q1 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.