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Cedar Brook Financial Partners’s Dominion Energy D Stock Holding History

Cedar Brook Financial Partners’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
-6,277
Closed -$458K – 382
2021
Q3 		$458K Sell
6,277
-509
-8% -$38.8K 0.14% 177
2021
Q2 		$499K Sell
6,786
-1,246
-16% -$96.2K 0.14% 177
2021
Q1 		$610K Sell
8,032
-2,139
-21% -$155K 0.21% 118
2020
Q4 		$765K Buy
10,171
+55
+0.5% +$4.37K 0.27% 97
2020
Q3 		$798K Buy
10,116
+87
+0.9% +$6.83K 0.31% 87
2020
Q2 		$814K Buy
10,029
+1,600
+19% +$128K 0.36% 81
2020
Q1 		$609K Buy
8,429
+203
+2% +$16.6K 0.34% 87
2019
Q4 		$681K Buy
8,226
+483
+6% +$39.5K 0.29% 100
2019
Q3 		$628K Buy
7,743
+5,030
+185% +$389K 0.28% 110
2019
Q2 		$210K Buy
2,713
+44
+2% +$3.35K 0.1% 276
2019
Q1 		$205K Buy
+2,669
New +$195K 0.1% 269

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cedar Brook Financial Partners's D Position: Q4 2021 in Review

Cedar Brook Financial Partners sold out of Dominion Energy (D) in Q4 2021, closing a stake of 6,277 shares — an estimated $458K sold.

Cedar Brook Financial Partners first reported a position in D in Q1 2019 and held it in 11 quarters. The position peaked at $814K in Q2 2020. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

  • Cedar Brook Financial Partners reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,277 Dominion Energy shares in Q4 2021, an estimated $458K.
  • Cedar Brook Financial Partners first reported a position in Dominion Energy in Q1 2019 and held it in 11 quarters.
  • Cedar Brook Financial Partners's Dominion Energy position peaked at $814K in Q2 2020.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2021, filed 27 Jan 2022.