Benchmark Wealth Management’s Dominion Energy D Stock Holding History

Benchmark 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
2023 Q2	–	Sell	-3,474	Closed	-$201K	–	49
2023 Q1	$201K	Hold	3,474	–	–	0.13%	51
2022 Q4	$213K	Hold	3,474	–	–	0.15%	50
2022 Q3	$240K	Hold	3,474	–	–	0.19%	43
2022 Q2	$277K	Hold	3,474	–	–	0.2%	39
2022 Q1	$295K	Hold	3,474	–	–	0.2%	36
2021 Q4	$273K	Hold	3,474	–	–	0.18%	41
2021 Q3	$254K	Hold	3,474	–	–	0.18%	38
2021 Q2	$256K	Hold	3,474	–	–	0.18%	39
2021 Q1	$264K	Hold	3,474	–	–	0.2%	36
2020 Q4	$261K	Sell	3,474 -450	-11%	-$35.8K	0.2%	36
2020 Q3	$310K	Hold	3,924	–	–	0.24%	27
2020 Q2	$319K	Hold	3,924	–	–	0.27%	27
2020 Q1	$283K	Hold	3,924	–	–	0.28%	25
2019 Q4	$325K	Buy	+3,924	New	+$321K	0.28%	34

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benchmark Wealth Management's D Position: Q2 2023 in Review

Benchmark Wealth Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 3,474 shares — an estimated $201K sold.

Benchmark Wealth Management first reported a position in D in Q4 2019 and held it in 14 quarters. The position peaked at $325K in Q4 2019. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Benchmark Wealth Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Benchmark Wealth Management sold 3,474 Dominion Energy shares in Q2 2023, an estimated $201K.
Benchmark Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 14 quarters.
Benchmark Wealth Management's Dominion Energy position peaked at $325K in Q4 2019.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Benchmark Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.