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Certuity’s Dominion Energy D Stock Holding History

Certuity’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
Q2 		– Sell
-4,279
Closed -$364K – 238
2022
Q1 		$364K Buy
4,279
+631
+17% +$50.7K 0.08% 174
2021
Q4 		$287K Sell
3,648
-344
-9% -$25.9K 0.06% 223
2021
Q3 		$292K Sell
3,992
-3,243
-45% -$247K 0.06% 285
2021
Q2 		$532K Buy
7,235
+495
+7% +$38.2K 0.12% 130
2021
Q1 		$512K Buy
+6,740
New +$490K 0.14% 110

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Certuity's D Position: Q2 2022 in Review

Certuity sold out of Dominion Energy (D) in Q2 2022, closing a stake of 4,279 shares — an estimated $364K sold.

Certuity first reported a position in D in Q1 2021 and held it in 5 quarters. The position peaked at $532K in Q2 2021. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Certuity reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Certuity sold 4,279 Dominion Energy shares in Q2 2022, an estimated $364K.
  • Certuity first reported a position in Dominion Energy in Q1 2021 and held it in 5 quarters.
  • Certuity's Dominion Energy position peaked at $532K in Q2 2021.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Certuity's 13F filing for Q2 2022, filed 3 Aug 2022.