AWM
D icon

Affinity Wealth Management’s Dominion Energy D Stock Holding History

Affinity 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
2022
Q2 		– Sell
-2,419
Closed -$212K – 100
2022
Q1 		$212K Buy
+2,419
New +$194K 0.04% 101
2020
Q1 		– Sell
-2,419
Closed -$200K – 61
2019
Q4 		$200K Buy
+2,419
New +$198K 0.07% 102

Other funds holding D

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Affinity Wealth Management's D Position: Q2 2022 in Review

Affinity Wealth Management sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,419 shares — an estimated $212K sold.

Affinity Wealth Management first reported a position in D in Q4 2019 and held it in 2 quarters. The position peaked at $212K in Q1 2022. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Affinity Wealth Management reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Affinity Wealth Management sold 2,419 Dominion Energy shares in Q2 2022, an estimated $212K.
  • Affinity Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 2 quarters.
  • Affinity Wealth Management's Dominion Energy position peaked at $212K in Q1 2022.
  • 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Affinity Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.