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Curated Wealth Partners’s Dominion Energy D Stock Holding History

Curated Wealth Partners’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
Q2 		– Sell
-3,125
Closed -$247K – 138
2022
Q1 		$247K Hold
3,125
– – 0.08% 122
2021
Q4 		$247K Buy
3,125
+68
+2% +$5.12K 0.08% 126
2021
Q3 		$223K Buy
3,057
+78
+3% +$5.95K 0.12% 136
2021
Q2 		$219K Buy
2,979
+230
+8% +$17.8K 0.12% 138
2021
Q1 		$209K Buy
+2,749
New +$200K 0.13% 133

Other funds holding D

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curated Wealth Partners's D Position: Q2 2022 in Review

Curated Wealth Partners sold out of Dominion Energy (D) in Q2 2022, closing a stake of 3,125 shares — an estimated $247K sold.

Curated Wealth Partners first reported a position in D in Q1 2021 and held it in 5 quarters. The position peaked at $247K in Q1 2022. 1,519 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Curated Wealth Partners reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 3,125 Dominion Energy shares in Q2 2022, an estimated $247K.
  • Curated Wealth Partners first reported a position in Dominion Energy in Q1 2021 and held it in 5 quarters.
  • Curated Wealth Partners's Dominion Energy position peaked at $247K in Q1 2022.
  • 1,519 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.