Essex Private Wealth Management’s Dominion Energy D Stock Holding History

Essex Private 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 Q1	–	Sell	-8,215	Closed	-$645K	–	39
2021 Q4	$645K	Sell	8,215 -598	-7%	-$45K	0.54%	33
2021 Q3	$644K	Sell	8,813 -224	-2%	-$17.1K	0.59%	31
2021 Q2	$665K	Sell	9,037 -383	-4%	-$29.6K	0.61%	32
2021 Q1	$716K	Sell	9,420 -93	-1%	-$6.75K	0.68%	27
2020 Q4	$715K	Sell	9,513 -531	-5%	-$42.2K	0.7%	30
2020 Q3	$792K	Sell	10,044 -1	-0%	-$79	0.82%	27
2020 Q2	$815K	Buy	10,045 +4	+0%	+$321	0.95%	25
2020 Q1	$724K	Buy	10,041 +63	+0.6%	+$5.14K	0.94%	22
2019 Q4	$826K	Buy	+9,978	New	+$815K	0.84%	28

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Private Wealth Management's D Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Dominion Energy (D) in Q1 2022, closing a stake of 8,215 shares — an estimated $645K sold.

Essex Private Wealth Management first reported a position in D in Q4 2019 and held it in 9 quarters. The position peaked at $826K in Q4 2019. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

Essex Private Wealth Management reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 8,215 Dominion Energy shares in Q1 2022, an estimated $645K.
Essex Private Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Dominion Energy position peaked at $826K in Q4 2019.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.