EWA
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ERTS Wealth Advisors’s Dominion Energy D Stock Holding History

ERTS 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
Q4 		– Sell
-3,192
Closed -$221K – 94
2022
Q3 		$221K Sell
3,192
-5
-0.2% -$404 0.06% 81
2022
Q2 		$255K Buy
3,197
+5
+0.2% +$413 0.07% 77
2022
Q1 		$271K Buy
3,192
+13
+0.4% +$1.04K 0.08% 74
2021
Q4 		$251K Sell
3,179
-198
-6% -$14.9K 0.06% 76
2021
Q3 		$246K Sell
3,377
-375
-10% -$28.6K 0.06% 73
2021
Q2 		$276K Sell
3,752
-92
-2% -$7.1K 0.07% 69
2021
Q1 		$292K Buy
3,844
+91
+2% +$6.61K 0.09% 65
2020
Q4 		$282K Sell
3,753
-446
-11% -$35.4K 0.09% 62
2020
Q3 		$331K Sell
4,199
-1,602
-28% -$126K 0.12% 56
2020
Q2 		$471K Sell
5,801
-1,164
-17% -$93.4K 0.19% 45
2020
Q1 		$503K Buy
6,965
+195
+3% +$15.9K 0.24% 43
2019
Q4 		$561K Sell
6,770
-175
-3% -$14.3K 0.25% 38
2019
Q3 		$563K Buy
6,945
+150
+2% +$11.6K 0.28% 35
2019
Q2 		$525K Hold
6,795
– – 0.29% 44
2019
Q1 		$521K Buy
6,795
+565
+9% +$41.3K 0.31% 39
2018
Q4 		$445K Buy
+6,230
New +$455K 0.32% 42

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

ERTS Wealth Advisors's D Position: Q4 2022 in Review

ERTS Wealth Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,192 shares — an estimated $221K sold.

ERTS Wealth Advisors first reported a position in D in Q4 2018 and held it in 16 quarters. The position peaked at $563K in Q3 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • ERTS Wealth Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,192 Dominion Energy shares in Q4 2022, an estimated $221K.
  • ERTS Wealth Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 16 quarters.
  • ERTS Wealth Advisors's Dominion Energy position peaked at $563K in Q3 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on ERTS Wealth Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.