Capital Advisory Group Advisory Services’s Dominion Energy D Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-25	Closed	-$2K	–	242
2021 Q3	$2K	Sell	25 -115	-82%	-$8.77K	﹤0.01%	498
2021 Q2	$10K	Hold	140	–	–	﹤0.01%	394
2021 Q1	$11K	Hold	140	–	–	﹤0.01%	372
2020 Q4	$11K	Buy	140 +115	+460%	+$9.14K	﹤0.01%	355
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	440
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	420
2020 Q1	$2K	Buy	+25	New	+$2.04K	﹤0.01%	369
2019 Q4	–	Sell	-25	Closed	-$2K	–	246
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	385
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	373
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	370
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	343
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	328
2018 Q2	$2K	Buy	+25	New	+$1.63K	﹤0.01%	312

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Advisory Group Advisory Services's D Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Dominion Energy (D) in Q4 2021, closing a stake of 25 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in D in Q2 2018 and held it in 13 quarters. The position peaked at $11K in Q1 2021. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 25 Dominion Energy shares in Q4 2021, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in Dominion Energy in Q2 2018 and held it in 13 quarters.
Capital Advisory Group Advisory Services's Dominion Energy position peaked at $11K in Q1 2021.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.