CF
D icon

Clarity Financial’s Dominion Energy D Stock Holding History

Clarity Financial’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
Q2 		– Sell
-3,422
Closed -$260K – 119
2021
Q1 		$260K Sell
3,422
-22,801
-87% -$1.66M 0.05% 109
2020
Q4 		$1.97M Buy
+26,223
New +$2.08M 0.47% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarity Financial's D Position: Q2 2021 in Review

Clarity Financial sold out of Dominion Energy (D) in Q2 2021, closing a stake of 3,422 shares — an estimated $260K sold.

Clarity Financial first reported a position in D in Q4 2020 and held it in 2 quarters. The position peaked at $1.97M in Q4 2020. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Clarity Financial reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Clarity Financial sold 3,422 Dominion Energy shares in Q2 2021, an estimated $260K.
  • Clarity Financial first reported a position in Dominion Energy in Q4 2020 and held it in 2 quarters.
  • Clarity Financial's Dominion Energy position peaked at $1.97M in Q4 2020.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Clarity Financial's 13F filing for Q2 2021, filed 13 Aug 2021.