BWA
D icon

Beam Wealth Advisors’s Dominion Energy D Stock Holding History

Beam Wealth 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
2020
Q4 		– Sell
-2,539
Closed -$200K – 130
2020
Q3 		$200K Sell
2,539
-473
-16% -$37.2K 0.19% 123
2020
Q2 		$222K Buy
3,012
+78
+3% +$6.26K 0.22% 114
2020
Q1 		$212K Buy
2,934
+28
+1% +$2.29K 0.21% 129
2019
Q4 		$241K Buy
+2,906
New +$237K 0.22% 126

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beam Wealth Advisors's D Position: Q4 2020 in Review

Beam Wealth Advisors sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,539 shares — an estimated $200K sold.

Beam Wealth Advisors first reported a position in D in Q4 2019 and held it in 4 quarters. The position peaked at $241K in Q4 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Beam Wealth Advisors reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,539 Dominion Energy shares in Q4 2020, an estimated $200K.
  • Beam Wealth Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 4 quarters.
  • Beam Wealth Advisors's Dominion Energy position peaked at $241K in Q4 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.