Bernardo Wealth Planning’s Dominion Energy D Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-4,002	Closed	-$300K	–	96
2020 Q4	$300K	Sell	4,002 -1,131	-22%	-$89.9K	0.12%	132
2020 Q3	$405K	Buy	5,133 +425	+9%	+$33.4K	0.18%	95
2020 Q2	$382K	Sell	4,708 -20	-0.4%	-$1.6K	0.2%	91
2020 Q1	$341K	Sell	4,728 -50	-1%	-$4.08K	0.24%	101
2019 Q4	$395K	Sell	4,778 -119	-2%	-$9.72K	0.24%	104
2019 Q3	$396K	Sell	4,897 -169	-3%	-$13.1K	0.29%	96
2019 Q2	$392K	Sell	5,066 -80	-2%	-$6.1K	0.31%	90
2019 Q1	$394K	Buy	5,146 +323	+7%	+$23.6K	0.31%	86
2018 Q4	$345K	Buy	+4,823	New	+$352K	0.31%	89

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bernardo Wealth Planning's D Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Dominion Energy (D) in Q1 2021, closing a stake of 4,002 shares — an estimated $300K sold.

Bernardo Wealth Planning first reported a position in D in Q4 2018 and held it in 9 quarters. The position peaked at $405K in Q3 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Bernardo Wealth Planning reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 4,002 Dominion Energy shares in Q1 2021, an estimated $300K.
Bernardo Wealth Planning first reported a position in Dominion Energy in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's Dominion Energy position peaked at $405K in Q3 2020.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.