C2C Wealth Management’s Dominion Energy D Stock Holding History

C2C 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 Q3	–	Sell	-3,968	Closed	-$205K	–	237
2023 Q2	$205K	Hold	3,968	–	–	0.03%	233
2023 Q1	$230K	Hold	3,968	–	–	0.04%	214
2022 Q4	$248K	Hold	3,968	–	–	0.04%	151
2022 Q3	$284K	Hold	3,968	–	–	0.06%	138
2022 Q2	$309K	Hold	3,968	–	–	0.06%	140
2022 Q1	$348K	Hold	3,968	–	–	0.06%	145
2021 Q4	$312K	Buy	+3,968	New	+$299K	0.04%	170

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

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

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

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

C2C Wealth Management's D Position: Q3 2023 in Review

C2C Wealth Management sold out of Dominion Energy (D) in Q3 2023, closing a stake of 3,968 shares — an estimated $205K sold.

C2C Wealth Management first reported a position in D in Q4 2021 and held it in 7 quarters. The position peaked at $348K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

C2C Wealth Management reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
C2C Wealth Management sold 3,968 Dominion Energy shares in Q3 2023, an estimated $205K.
C2C Wealth Management first reported a position in Dominion Energy in Q4 2021 and held it in 7 quarters.
C2C Wealth Management's Dominion Energy position peaked at $348K in Q1 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.