FPOC
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Financial Planners of Cleveland’s Dominion Energy D Stock Holding History

Financial Planners of Cleveland’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
-5,528
Closed -$441K – 64
2021
Q4 		$441K Buy
+5,528
New +$416K 0.18% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Financial Planners of Cleveland's D Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Dominion Energy (D) in Q1 2022, closing a stake of 5,528 shares — an estimated $441K sold.

Financial Planners of Cleveland first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $441K in Q4 2021. 1,543 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 5,528 Dominion Energy shares in Q1 2022, an estimated $441K.
  • Financial Planners of Cleveland first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Dominion Energy position peaked at $441K in Q4 2021.
  • 1,543 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.