CFCI
D icon

Comprehensive Financial Consultants Institutional’s Dominion Energy D Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-380
Closed -$30K – 213
2021
Q4 		$30K Buy
+380
New +$28.6K 0.02% 273

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T. Rowe Price Associates
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Comprehensive Financial Consultants Institutional's D Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Dominion Energy (D) in Q1 2022, closing a stake of 380 shares — an estimated $30K sold.

Comprehensive Financial Consultants Institutional first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 380 Dominion Energy shares in Q1 2022, an estimated $30K.
  • Comprehensive Financial Consultants Institutional first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Dominion Energy position peaked at $30K in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.