Clear Perspectives Financial Planning’s Dominion Energy D Stock Holding History

Clear Perspectives Financial Planning’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 Q4	–	Sell	-245	Closed	-$17K	–	240
2022 Q3	$17K	Hold	245	–	–	0.01%	130
2022 Q2	$20K	Hold	245	–	–	0.01%	126
2022 Q1	$21K	Hold	245	–	–	0.01%	138
2021 Q4	$19K	Hold	245	–	–	0.01%	147
2021 Q3	$18K	Hold	245	–	–	0.01%	138
2021 Q2	$18K	Hold	245	–	–	0.01%	141
2021 Q1	$19K	Hold	245	–	–	0.01%	130
2020 Q4	$18K	Buy	+245	New	+$19.5K	0.01%	125

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspectives Financial Planning's D Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Dominion Energy (D) in Q4 2022, closing a stake of 245 shares — an estimated $17K sold.

Clear Perspectives Financial Planning first reported a position in D in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Clear Perspectives Financial Planning reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 245 Dominion Energy shares in Q4 2022, an estimated $17K.
Clear Perspectives Financial Planning first reported a position in Dominion Energy in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's Dominion Energy position peaked at $21K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.