Financial Synergies Wealth Advisors’s Dominion Energy D Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-25	Closed	-$1.23K	–	154
2024 Q1	$1.23K	Buy	+25	New	+$1.17K	﹤0.01%	376
2023 Q3	–	Sell	-21	Closed	-$1.09K	–	506
2023 Q2	$1.09K	Buy	+21	New	+$1.14K	﹤0.01%	364
2022 Q4	–	Sell	-11	Closed	-$761	–	475
2022 Q3	$761	Hold	11	–	–	﹤0.01%	332
2022 Q2	$878	Buy	+11	New	+$908	﹤0.01%	323

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Financial Synergies Wealth Advisors's D Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Dominion Energy (D) in Q2 2024, closing a stake of 25 shares — an estimated $1.23K sold.

Financial Synergies Wealth Advisors first reported a position in D in Q2 2022 and held it in 4 quarters. The position peaked at $1.23K in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 25 Dominion Energy shares in Q2 2024, an estimated $1.23K.
Financial Synergies Wealth Advisors first reported a position in Dominion Energy in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Dominion Energy position peaked at $1.23K in Q1 2024.
1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.