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Clearview Wealth Advisors’s Dominion Energy D Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-210
Closed -$10.9K – 227
2023
Q2 		$10.9K Sell
210
-67
-24% -$3.64K 0.01% 351
2023
Q1 		$15.5K Buy
277
+1
+0.4% +$59 0.02% 306
2022
Q4 		$17K Sell
276
-145
-34% -$9.11K 0.01% 273
2022
Q3 		$29K Buy
421
+1
+0.2% +$81 0.02% 213
2022
Q2 		$34K Buy
420
+1
+0.2% +$83 0.03% 219
2022
Q1 		$36K Sell
419
-152
-27% -$12.2K 0.02% 233
2021
Q4 		$45K Sell
571
-198
-26% -$14.9K 0.03% 239
2021
Q3 		$56K Buy
769
+31
+4% +$2.36K 0.04% 226
2021
Q2 		$54K Buy
738
+1
+0.1% +$77 0.03% 234
2021
Q1 		$56K Buy
737
+475
+181% +$34.5K 0.04% 218
2020
Q4 		$20K Buy
+262
New +$20.8K 0.01% 299

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's D Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 210 shares — an estimated $10.9K sold.

Clearview Wealth Advisors first reported a position in D in Q4 2020 and held it in 11 quarters. The position peaked at $56K in Q3 2021. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 210 Dominion Energy shares in Q3 2023, an estimated $10.9K.
  • Clearview Wealth Advisors first reported a position in Dominion Energy in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Dominion Energy position peaked at $56K in Q3 2021.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.