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Bridgeworth’s Dominion Energy D Stock Holding History

Bridgeworth’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
Q3 		– Sell
-3,083
Closed -$246K – 141
2022
Q2 		$246K Buy
3,083
+106
+4% +$8.75K 0.06% 121
2022
Q1 		$253K Buy
2,977
+16
+0.5% +$1.28K 0.06% 127
2021
Q4 		$233K Sell
2,961
-406
-12% -$30.5K 0.05% 143
2021
Q3 		$246K Buy
3,367
+407
+14% +$31K 0.07% 119
2021
Q2 		$218K Hold
2,960
– – 0.06% 120
2021
Q1 		$225K Sell
2,960
-626
-17% -$45.5K 0.07% 114
2020
Q4 		$270K Buy
3,586
+200
+6% +$15.9K 0.09% 97
2020
Q3 		$267K Sell
3,386
-194
-5% -$15.2K 0.1% 101
2020
Q2 		$291K Buy
3,580
+328
+10% +$26.3K 0.11% 94
2020
Q1 		$235K Hold
3,252
– – 0.11% 98
2019
Q4 		$269K Hold
3,252
– – 0.1% 102
2019
Q3 		$264K Buy
3,252
+1
+0% +$77 0.1% 102
2019
Q2 		$252K Sell
3,251
-529
-14% -$40.3K 0.1% 102
2019
Q1 		$290K Buy
+3,780
New +$276K 0.11% 97
2018
Q3 		– Sell
-2,441
Closed -$166K – 219
2018
Q2 		$166K Buy
+2,441
New +$159K 0.07% 158

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgeworth's D Position: Q3 2022 in Review

Bridgeworth sold out of Dominion Energy (D) in Q3 2022, closing a stake of 3,083 shares — an estimated $246K sold.

Bridgeworth first reported a position in D in Q2 2018 and held it in 15 quarters. The position peaked at $291K in Q2 2020. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Bridgeworth reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Bridgeworth sold 3,083 Dominion Energy shares in Q3 2022, an estimated $246K.
  • Bridgeworth first reported a position in Dominion Energy in Q2 2018 and held it in 15 quarters.
  • Bridgeworth's Dominion Energy position peaked at $291K in Q2 2020.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Bridgeworth's 13F filing for Q3 2022, filed 28 Oct 2022.