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Westbourne Investment Advisors’s Dominion Energy D Stock Holding History

Westbourne Investment 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
-4,425
Closed -$229K – 89
2023
Q2 		$229K Hold
4,425
– – 0.1% 84
2023
Q1 		$247K Buy
+4,425
New +$259K 0.12% 84

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westbourne Investment Advisors's D Position: Q3 2023 in Review

Westbourne Investment Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 4,425 shares — an estimated $229K sold.

Westbourne Investment Advisors first reported a position in D in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Westbourne Investment Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,425 Dominion Energy shares in Q3 2023, an estimated $229K.
  • Westbourne Investment Advisors first reported a position in Dominion Energy in Q1 2023 and held it in 2 quarters.
  • Westbourne Investment Advisors's Dominion Energy position peaked at $247K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Westbourne Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.