Filbrandt Wealth Management’s Dominion Energy D Stock Holding History

Filbrandt 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
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	157
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	153
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	146
2020 Q4	$3K	Hold	46	–	–	﹤0.01%	149
2020 Q3	$4K	Hold	46	–	–	﹤0.01%	150
2020 Q2	$4K	Hold	46	–	–	﹤0.01%	276
2020 Q1	$3K	Hold	46	–	–	﹤0.01%	162
2019 Q4	$3K	Buy	+46	New	+$3.76K	﹤0.01%	173

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Filbrandt Wealth Management's D Position: Q3 2021 in Review

Filbrandt Wealth Management held its Dominion Energy (D) position steady in Q3 2021 at 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Filbrandt Wealth Management first reported a position in D in Q4 2019 and has held it in 8 quarters since. The position peaked at $4K in Q3 2020. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

Filbrandt Wealth Management held 46 shares of Dominion Energy worth $3K as of Q3 2021.
Filbrandt Wealth Management left its Dominion Energy share count unchanged in Q3 2021.
Dominion Energy made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #157 holding.
Filbrandt Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Dominion Energy position peaked at $4K in Q3 2020.
1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.