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Dixon Hughes Goodman Wealth Advisors’s Dominion Energy D Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$1.23M Buy
14,513
+1,613
+13% +$130K 0.35% 45
2021
Q4 		$1.01M Buy
+12,900
New +$971K 0.33% 46

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
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

Dixon Hughes Goodman Wealth Advisors's D Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Dominion Energy (D) stake by 13% in Q1 2022, buying an estimated $130K and bringing the position to 14,513 shares worth $1.23M. The position accounts for 0.35% of the portfolio, ranked #45.

Dixon Hughes Goodman Wealth Advisors first reported a position in D in Q4 2021 and has held it in 2 quarters since. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 14,513 shares of Dominion Energy worth $1.23M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,613 Dominion Energy shares in Q1 2022, an estimated $130K.
  • Dominion Energy made up 0.35% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #45 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 2 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.