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CWS Financial Advisors’s Dominion Energy D Stock Holding History

CWS Financial 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
2022
Q3 		– Sell
-1,617
Closed -$129K – 147
2022
Q2 		$129K Buy
+1,617
New +$134K 0.06% 154
2020
Q3 		– Sell
-6,199
Closed -$503K – 125
2020
Q2 		$503K Sell
6,199
-652
-10% -$52.3K 0.36% 61
2020
Q1 		$567K Hold
6,851
– – 0.42% 45
2019
Q4 		$567K Buy
+6,851
New +$560K 0.41% 45

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWS Financial Advisors's D Position: Q3 2022 in Review

CWS Financial Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 1,617 shares — an estimated $129K sold.

CWS Financial Advisors first reported a position in D in Q4 2019 and held it in 4 quarters. The position peaked at $567K in Q1 2020. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • CWS Financial Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • CWS Financial Advisors sold 1,617 Dominion Energy shares in Q3 2022, an estimated $129K.
  • CWS Financial Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 4 quarters.
  • CWS Financial Advisors's Dominion Energy position peaked at $567K in Q1 2020.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on CWS Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.