EWM
D icon

EPG Wealth Management’s Dominion Energy D Stock Holding History

EPG 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
2022
Q4 		– Sell
-3,790
Closed -$262K – 384
2022
Q3 		$262K Sell
3,790
-1,128
-23% -$91.1K 0.11% 169
2022
Q2 		$393K Buy
4,918
+17
+0.3% +$1.4K 0.17% 123
2022
Q1 		$416K Buy
4,901
+2,016
+70% +$162K 0.14% 134
2021
Q4 		$227K Buy
2,885
+13
+0.5% +$978 0.08% 211
2021
Q3 		$210K Sell
2,872
-105
-4% -$8.01K 0.08% 201
2021
Q2 		$219K Sell
2,977
-305
-9% -$23.5K 0.09% 195
2021
Q1 		$249K Sell
3,282
-765
-19% -$55.6K 0.12% 158
2020
Q4 		$304K Sell
4,047
-1,501
-27% -$119K 0.18% 109
2020
Q3 		$438K Sell
5,548
-55
-1% -$4.32K 0.32% 72
2020
Q2 		$455K Sell
5,603
-731
-12% -$58.6K 0.32% 76
2020
Q1 		$458K Sell
6,334
-10,087
-61% -$824K 0.34% 63
2019
Q4 		$1.36M Buy
+16,421
New +$1.34M 1% 26

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's D Position: Q4 2022 in Review

EPG Wealth Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,790 shares — an estimated $262K sold.

EPG Wealth Management first reported a position in D in Q4 2019 and held it in 12 quarters. The position peaked at $1.36M in Q4 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • EPG Wealth Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • EPG Wealth Management sold 3,790 Dominion Energy shares in Q4 2022, an estimated $262K.
  • EPG Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 12 quarters.
  • EPG Wealth Management's Dominion Energy position peaked at $1.36M in Q4 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.