Blue Barn Wealth’s Dominion Energy D Stock Holding History

Blue Barn Wealth’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 Q4	–	Sell	-2,917	Closed	-$202K	–	126
2022 Q3	$202K	Buy	2,917 +89	+3%	+$7.18K	0.14%	113
2022 Q2	$226K	Buy	2,828 +27	+1%	+$2.23K	0.17%	98
2022 Q1	$238K	Sell	2,801 -27	-1%	-$2.17K	0.16%	102
2021 Q4	$222K	Buy	+2,828	New	+$213K	0.15%	107

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Blue Barn Wealth's D Position: Q4 2022 in Review

Blue Barn Wealth sold out of Dominion Energy (D) in Q4 2022, closing a stake of 2,917 shares — an estimated $202K sold.

Blue Barn Wealth first reported a position in D in Q4 2021 and held it in 4 quarters. The position peaked at $238K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Blue Barn Wealth reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Blue Barn Wealth sold 2,917 Dominion Energy shares in Q4 2022, an estimated $202K.
Blue Barn Wealth first reported a position in Dominion Energy in Q4 2021 and held it in 4 quarters.
Blue Barn Wealth's Dominion Energy position peaked at $238K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Blue Barn Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.