Burt Wealth Advisors’s Dominion Energy D Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-1,416	Closed	-$106K	–	147
2020 Q4	$106K	Hold	1,416	–	–	0.04%	129
2020 Q3	$112K	Hold	1,416	–	–	0.04%	120
2020 Q2	$115K	Hold	1,416	–	–	0.05%	113
2020 Q1	$102K	Hold	1,416	–	–	0.05%	110
2019 Q4	$117K	Hold	1,416	–	–	0.05%	115
2019 Q3	$115K	Hold	1,416	–	–	0.05%	116
2019 Q2	$109K	Hold	1,416	–	–	0.05%	122
2019 Q1	$109K	Hold	1,416	–	–	0.05%	120
2018 Q4	$101K	Sell	1,416 -276	-16%	-$20.2K	0.05%	124
2018 Q3	$119K	Buy	1,692 +276	+19%	+$19.5K	0.05%	122
2018 Q2	$97K	Hold	1,416	–	–	0.05%	129
2018 Q1	$95K	Hold	1,416	–	–	0.05%	131
2017 Q4	$115K	Hold	1,416	–	–	0.07%	118
2017 Q3	$109K	Hold	1,416	–	–	0.07%	119
2017 Q2	$108K	Hold	1,416	–	–	0.07%	114
2017 Q1	$110K	Hold	1,416	–	–	0.08%	102
2016 Q4	$108K	Hold	1,416	–	–	0.1%	108
2016 Q3	$105K	Buy	1,416 +272	+24%	+$20.7K	0.11%	98
2016 Q2	$89K	Sell	1,144 -200	-15%	-$14.5K	0.1%	108
2016 Q1	$101K	Hold	1,344	–	–	0.09%	107
2015 Q4	$90K	Sell	1,344 -841	-38%	-$58.1K	0.07%	109
2015 Q3	$15K	Buy	2,185 +872	+66%	+$61.3K	0.02%	207
2015 Q2	$87K	Hold	1,313	–	–	0.09%	113
2015 Q1	$93K	Hold	1,313	–	–	0.09%	96
2014 Q4	$112K	Buy	+1,313	New	+$95K	0.12%	95

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

Burt Wealth Advisors's D Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Dominion Energy (D) in Q1 2021, closing a stake of 1,416 shares — an estimated $106K sold.

Burt Wealth Advisors first reported a position in D in Q4 2014 and held it in 25 quarters. The position peaked at $119K in Q3 2018. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Burt Wealth Advisors reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,416 Dominion Energy shares in Q1 2021, an estimated $106K.
Burt Wealth Advisors first reported a position in Dominion Energy in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Dominion Energy position peaked at $119K in Q3 2018.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.