Wright Investors Service’s Dominion Energy D Stock Holding History

Wright Investors Service’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 Q2	–	Sell	-8,115	Closed	-$454K	–	150
2023 Q1	$454K	Buy	+8,115	New	+$475K	0.13%	131
2020 Q3	–	Sell	-5,395	Closed	-$438K	–	155
2020 Q2	$438K	Sell	5,395 -1,962	-27%	-$157K	0.17%	118
2020 Q1	$531K	Sell	7,357 -70	-0.9%	-$5.72K	0.23%	95
2019 Q4	$615K	Sell	7,427 -74	-1%	-$6.05K	0.21%	104
2019 Q3	$608K	Sell	7,501 -44	-0.6%	-$3.4K	0.22%	105
2019 Q2	$584K	Sell	7,545 -24	-0.3%	-$1.83K	0.22%	99
2019 Q1	$580K	Sell	7,569 -1,096	-13%	-$80K	0.23%	96
2018 Q4	$619K	Buy	8,665 +4,307	+99%	+$315K	0.27%	92
2018 Q3	$306K	Buy	+4,358	New	+$309K	0.11%	129

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wright Investors Service's D Position: Q2 2023 in Review

Wright Investors Service sold out of Dominion Energy (D) in Q2 2023, closing a stake of 8,115 shares — an estimated $454K sold.

Wright Investors Service first reported a position in D in Q3 2018 and held it in 9 quarters. The position peaked at $619K in Q4 2018. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Wright Investors Service reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Wright Investors Service sold 8,115 Dominion Energy shares in Q2 2023, an estimated $454K.
Wright Investors Service first reported a position in Dominion Energy in Q3 2018 and held it in 9 quarters.
Wright Investors Service's Dominion Energy position peaked at $619K in Q4 2018.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Wright Investors Service's 13F filing for Q2 2023, filed 27 Jul 2023.