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Bellwether Advisors’s Dominion Energy D Stock Holding History

Bellwether 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
Q2 		– Sell
-196
Closed -$16K – 441
2022
Q1 		$16K Hold
196
– – ﹤0.01% 275
2021
Q4 		$15K Hold
196
– – ﹤0.01% 297
2021
Q3 		$14K Buy
+196
New +$14.9K ﹤0.01% 276

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
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

Bellwether Advisors's D Position: Q2 2022 in Review

Bellwether Advisors sold out of Dominion Energy (D) in Q2 2022, closing a stake of 196 shares — an estimated $16K sold.

Bellwether Advisors first reported a position in D in Q3 2021 and held it in 3 quarters. The position peaked at $16K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Bellwether Advisors reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 196 Dominion Energy shares in Q2 2022, an estimated $16K.
  • Bellwether Advisors first reported a position in Dominion Energy in Q3 2021 and held it in 3 quarters.
  • Bellwether Advisors's Dominion Energy position peaked at $16K in Q1 2022.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.