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Arbor Investment Advisors’s Dominion Energy D Stock Holding History

Arbor Investment 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
Q3 		– Sell
-5,702
Closed -$455K – 88
2022
Q2 		$455K Sell
5,702
-239
-4% -$19.7K 0.1% 56
2022
Q1 		$505K Buy
5,941
+900
+18% +$72.3K 0.1% 59
2021
Q4 		$396K Sell
5,041
-52
-1% -$3.91K 0.07% 66
2021
Q3 		$372K Buy
5,093
+290
+6% +$22.1K 0.07% 65
2021
Q2 		$353K Hold
4,803
– – 0.07% 74
2021
Q1 		$365K Buy
+4,803
New +$349K 0.08% 68

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Investment Advisors's D Position: Q3 2022 in Review

Arbor Investment Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 5,702 shares — an estimated $455K sold.

Arbor Investment Advisors first reported a position in D in Q1 2021 and held it in 6 quarters. The position peaked at $505K in Q1 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Arbor Investment Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Arbor Investment Advisors sold 5,702 Dominion Energy shares in Q3 2022, an estimated $455K.
  • Arbor Investment Advisors first reported a position in Dominion Energy in Q1 2021 and held it in 6 quarters.
  • Arbor Investment Advisors's Dominion Energy position peaked at $505K in Q1 2022.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Arbor Investment Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.