Vestor Capital’s Dominion Energy D Stock Holding History

Vestor Capital’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
2024 Q1	–	Sell	-1,028	Closed	-$48K	–	259
2023 Q4	$48K	Sell	1,028 -470	-31%	-$21K	﹤0.01%	224
2023 Q3	$67K	Sell	1,498 -557	-27%	-$27.7K	0.01%	196
2023 Q2	$106K	Buy	2,055 +1,109	+117%	+$60.3K	0.01%	172
2023 Q1	$53K	Sell	946 -134	-12%	-$7.84K	0.01%	222
2022 Q4	$66K	Buy	1,080 +496	+85%	+$31.1K	0.01%	194
2022 Q3	$40K	Hold	584	–	–	0.01%	217
2022 Q2	$47K	Hold	584	–	–	0.01%	195
2022 Q1	$50K	Hold	584	–	–	0.01%	209
2021 Q4	$46K	Hold	584	–	–	﹤0.01%	217
2021 Q3	$43K	Hold	584	–	–	﹤0.01%	227
2021 Q2	$43K	Hold	584	–	–	﹤0.01%	210
2021 Q1	$44K	Hold	584	–	–	0.01%	198
2020 Q4	$44K	Hold	584	–	–	0.01%	195
2020 Q3	$46K	Buy	+584	New	+$45.9K	0.01%	129
2020 Q1	$49K	Hold	684	–	–	0.01%	124
2019 Q4	$57K	Buy	+684	New	+$55.9K	0.01%	136

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Vestor Capital's D Position: Q1 2024 in Review

Vestor Capital sold out of Dominion Energy (D) in Q1 2024, closing a stake of 1,028 shares — an estimated $48K sold.

Vestor Capital first reported a position in D in Q4 2019 and held it in 16 quarters. The position peaked at $106K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Vestor Capital reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Vestor Capital sold 1,028 Dominion Energy shares in Q1 2024, an estimated $48K.
Vestor Capital first reported a position in Dominion Energy in Q4 2019 and held it in 16 quarters.
Vestor Capital's Dominion Energy position peaked at $106K in Q2 2023.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Vestor Capital's 13F filing for Q1 2024, filed 14 May 2024.