Concorde Financial’s Dominion Energy D Stock Holding History

Concorde 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
2022 Q1	–	Sell	-60	Closed	-$5K	–	79
2021 Q4	$5K	Buy	+60	New	+$4.51K	﹤0.01%	111

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Concorde Financial's D Position: Q1 2022 in Review

Concorde Financial sold out of Dominion Energy (D) in Q1 2022, closing a stake of 60 shares — an estimated $5K sold.

Concorde Financial first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

Concorde Financial reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 60 Dominion Energy shares in Q1 2022, an estimated $5K.
Concorde Financial first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
Concorde Financial's Dominion Energy position peaked at $5K in Q4 2021.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.