CWM
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Cranbrook Wealth Management’s Dominion Energy D Stock Holding History

Cranbrook Wealth Management’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
Q4 		– Sell
-35
Closed -$3K – 372
2021
Q3 		$3K Buy
+35
New +$2.67K ﹤0.01% 371
2015
Q2 		– Sell
-76
Closed -$5K – 212
2015
Q1 		$5K Sell
76
-1
-1% -$74 ﹤0.01% 181
2014
Q4 		$6K Buy
+77
New +$5.57K ﹤0.01% 179

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

Cranbrook Wealth Management's D Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of Dominion Energy (D) in Q4 2021, closing a stake of 35 shares — an estimated $3K sold.

Cranbrook Wealth Management first reported a position in D in Q4 2014 and held it in 3 quarters. The position peaked at $6K in Q4 2014. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 35 Dominion Energy shares in Q4 2021, an estimated $3K.
  • Cranbrook Wealth Management first reported a position in Dominion Energy in Q4 2014 and held it in 3 quarters.
  • Cranbrook Wealth Management's Dominion Energy position peaked at $6K in Q4 2014.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.