AWM
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Absher Wealth Management’s Dominion Energy D Stock Holding History

Absher Wealth Management’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
2021
Q3 		– Sell
-3,761
Closed -$277K – 66
2021
Q2 		$277K Buy
3,761
+113
+3% +$8.72K 0.05% 63
2021
Q1 		$277K Sell
3,648
-668
-15% -$48.5K 0.05% 63
2020
Q4 		$325K Sell
4,316
-600
-12% -$47.7K 0.07% 60
2020
Q3 		$388K Sell
4,916
-142
-3% -$11.2K 0.09% 52
2020
Q2 		$411K Sell
5,058
-1,066
-17% -$85.5K 0.11% 49
2020
Q1 		$442K Buy
6,124
+923
+18% +$75.4K 0.14% 44
2019
Q4 		$440K Buy
+5,201
New +$425K 0.11% 49

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Absher Wealth Management's D Position: Q3 2021 in Review

Absher Wealth Management sold out of Dominion Energy (D) in Q3 2021, closing a stake of 3,761 shares — an estimated $277K sold.

Absher Wealth Management first reported a position in D in Q4 2019 and held it in 7 quarters. The position peaked at $442K in Q1 2020. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Absher Wealth Management reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Absher Wealth Management sold 3,761 Dominion Energy shares in Q3 2021, an estimated $277K.
  • Absher Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 7 quarters.
  • Absher Wealth Management's Dominion Energy position peaked at $442K in Q1 2020.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Absher Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.