FP
D icon

Fiduciary Planning’s Dominion Energy D Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-34
Closed -$3K – 104
2021
Q1 		$3K Hold
34
– – ﹤0.01% 211
2020
Q4 		$3K Sell
34
-16,791
-100% -$1.33M ﹤0.01% 192
2020
Q3 		$1.33M Buy
16,825
+1,378
+9% +$108K 2.19% 17
2020
Q2 		$1.25M Sell
15,447
-152
-1% -$12.2K 2.76% 14
2020
Q1 		$1.13M Buy
+15,599
New +$1.27M 2.11% 12

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Planning's D Position: Q2 2021 in Review

Fiduciary Planning sold out of Dominion Energy (D) in Q2 2021, closing a stake of 34 shares — an estimated $3K sold.

Fiduciary Planning first reported a position in D in Q1 2020 and held it in 5 quarters. The position peaked at $1.33M in Q3 2020. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Fiduciary Planning reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 34 Dominion Energy shares in Q2 2021, an estimated $3K.
  • Fiduciary Planning first reported a position in Dominion Energy in Q1 2020 and held it in 5 quarters.
  • Fiduciary Planning's Dominion Energy position peaked at $1.33M in Q3 2020.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.