BAIA
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Bel Air Investment Advisors’s Dominion Energy D Stock Holding History

Bel Air 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
2021
Q2 		$542K Sell
7,364
-2,296
-24% -$177K 0.02% 251
2021
Q1 		$734K Buy
+9,660
New +$702K 0.02% 226

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bel Air Investment Advisors's D Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Dominion Energy (D) stake by 24% in Q2 2021, selling an estimated $177K and leaving 7,364 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #251.

Bel Air Investment Advisors first reported a position in D in Q1 2021 and has held it in 2 quarters since. The position peaked at $734K in Q1 2021. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Bel Air Investment Advisors held 7,364 shares of Dominion Energy worth $542K as of Q2 2021.
  • Bel Air Investment Advisors sold 2,296 Dominion Energy shares in Q2 2021, an estimated $177K.
  • Dominion Energy made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #251 holding.
  • Bel Air Investment Advisors first reported a position in Dominion Energy in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Dominion Energy position peaked at $734K in Q1 2021.
  • 1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.