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Zeke Capital Advisors’s Dominion Energy D Stock Holding History

Zeke Capital 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
2022
Q4 		$590K Buy
9,628
+3,270
+51% +$205K 0.04% 216
2022
Q3 		$439K Buy
6,358
+19
+0.3% +$1.53K 0.03% 230
2022
Q2 		$506K Sell
6,339
-45
-0.7% -$3.72K 0.03% 218
2022
Q1 		$542K Buy
+6,384
New +$513K 0.03% 215
2020
Q2 		– Sell
-10,015
Closed -$723K – 225
2020
Q1 		$723K Sell
10,015
-12,974
-56% -$1.06M 0.2% 64
2019
Q4 		$1.9M Buy
+22,989
New +$1.88M 0.16% 113
2019
Q3 		– Sell
-20,969
Closed -$1.62M – 562
2019
Q2 		$1.62M Buy
20,969
+133
+0.6% +$10.1K 0.15% 120
2019
Q1 		$1.6M Buy
20,836
+8,269
+66% +$604K 0.15% 118
2018
Q4 		$898K Buy
12,567
+7,475
+147% +$546K 0.09% 219
2018
Q3 		$358K Buy
5,092
+2,000
+65% +$142K 0.03% 479
2018
Q2 		$211K Sell
3,092
-7,545
-71% -$491K 0.02% 538
2018
Q1 		$717K Sell
10,637
-7,037
-40% -$520K 0.07% 265
2017
Q4 		$1.43M Buy
17,674
+7,037
+66% +$570K 0.15% 125
2017
Q3 		$818K Buy
10,637
+4,206
+65% +$327K 0.11% 147
2017
Q2 		$493K Buy
6,431
+263
+4% +$20.7K 0.1% 133
2017
Q1 		$478K Sell
6,168
-2,059
-25% -$156K 0.1% 121
2016
Q4 		$630K Buy
8,227
+2,286
+38% +$168K 0.17% 71
2016
Q3 		$434K Buy
+5,941
New +$453K 0.2% 39
2016
Q1 		– Sell
-4,470
Closed -$302K – 28
2015
Q4 		$302K Hold
4,470
– – 0.26% 29
2015
Q3 		$315K Hold
4,470
– – 0.21% 32
2015
Q2 		$299K Sell
4,470
-1,863
-29% -$131K 0.24% 36
2015
Q1 		$449K Sell
6,333
-474
-7% -$35.2K 0.35% 37
2014
Q4 		$523K Buy
6,807
+1,707
+33% +$124K 0.41% 36
2014
Q3 		$352K Hold
5,100
– – 0.32% 44
2014
Q2 		$365K Buy
5,100
+18
+0.4% +$1.26K 0.29% 46
2014
Q1 		$361K Hold
5,082
– – 0.31% 40
2013
Q4 		$329K Hold
5,082
– – 0.3% 42
2013
Q3 		$318K Sell
5,082
-440
-8% -$26.1K 0.3% 40
2013
Q2 		$314K Buy
+5,522
New +$323K 0.26% 29

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zeke Capital Advisors's D Position: Q4 2022 in Review

Zeke Capital Advisors increased its Dominion Energy (D) stake by 51% in Q4 2022, buying an estimated $205K and bringing the position to 9,628 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #216.

Zeke Capital Advisors first reported a position in D in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.9M in Q4 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Zeke Capital Advisors held 9,628 shares of Dominion Energy worth $590K as of Q4 2022.
  • Zeke Capital Advisors bought 3,270 Dominion Energy shares in Q4 2022, an estimated $205K.
  • Dominion Energy made up 0.04% of Zeke Capital Advisors's portfolio in Q4 2022, its #216 holding.
  • Zeke Capital Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 29 quarters since.
  • Zeke Capital Advisors's Dominion Energy position peaked at $1.9M in Q4 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.