ZIG
D icon

Zullo Investment Group’s Dominion Energy D Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-2,086
Closed -$128K – 260
2022
Q4 		$128K Buy
2,086
+6
+0.3% +$377 0.08% 180
2022
Q3 		$144K Sell
2,080
-262
-11% -$21.1K 0.09% 161
2022
Q2 		$187K Sell
2,342
-63
-3% -$5.2K 0.12% 144
2022
Q1 		$204K Sell
2,405
-3
-0.1% -$241 0.11% 149
2021
Q4 		$189K Buy
+2,408
New +$181K 0.1% 163

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Zullo Investment Group's D Position: Q1 2023 in Review

Zullo Investment Group sold out of Dominion Energy (D) in Q1 2023, closing a stake of 2,086 shares — an estimated $128K sold.

Zullo Investment Group first reported a position in D in Q4 2021 and held it in 5 quarters. The position peaked at $204K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Zullo Investment Group reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,086 Dominion Energy shares in Q1 2023, an estimated $128K.
  • Zullo Investment Group first reported a position in Dominion Energy in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Dominion Energy position peaked at $204K in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.