FC Advisory’s Dominion Energy D Stock Holding History

FC Advisory’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	-2,564	Closed	-$205K	–	83
2022 Q2	$205K	Hold	2,564	–	–	0.1%	81
2022 Q1	$218K	Hold	2,564	–	–	0.09%	76
2021 Q4	$201K	Buy	+2,564	New	+$193K	0.08%	68
2020 Q4	–	Sell	-2,564	Closed	-$202K	–	64
2020 Q3	$202K	Hold	2,564	–	–	0.11%	60
2020 Q2	$208K	Buy	+2,564	New	+$206K	0.12%	54
2020 Q1	–	Sell	-2,564	Closed	-$211K	–	52
2019 Q4	$211K	Hold	2,564	–	–	0.12%	59
2019 Q3	$211K	Hold	2,564	–	–	0.13%	53
2019 Q2	$200K	Buy	+2,564	New	+$195K	0.12%	53
2018 Q1	–	Sell	-2,564	Closed	-$208K	–	47
2017 Q4	$208K	Buy	+2,564	New	+$208K	0.13%	44

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FC Advisory's D Position: Q3 2022 in Review

FC Advisory sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,564 shares — an estimated $205K sold.

FC Advisory first reported a position in D in Q4 2017 and held it in 9 quarters. The position peaked at $218K in Q1 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

FC Advisory reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
FC Advisory sold 2,564 Dominion Energy shares in Q3 2022, an estimated $205K.
FC Advisory first reported a position in Dominion Energy in Q4 2017 and held it in 9 quarters.
FC Advisory's Dominion Energy position peaked at $218K in Q1 2022.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on FC Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.