FFG
D icon

Ford Financial Group’s Dominion Energy D Stock Holding History

Ford Financial Group’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 		– Sell
-1,300
Closed -$95K – 209
2021
Q2 		$95K Buy
+1,300
New +$100K 0.04% 164
2020
Q3 		– Sell
-6,500
Closed -$527K – 91
2020
Q2 		$527K Hold
6,500
– – 0.29% 46
2020
Q1 		$469K Buy
+6,500
New +$531K 0.31% 43

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

Ford Financial Group's D Position: Q3 2021 in Review

Ford Financial Group sold out of Dominion Energy (D) in Q3 2021, closing a stake of 1,300 shares — an estimated $95K sold.

Ford Financial Group first reported a position in D in Q1 2020 and held it in 3 quarters. The position peaked at $527K in Q2 2020. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Ford Financial Group reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Ford Financial Group sold 1,300 Dominion Energy shares in Q3 2021, an estimated $95K.
  • Ford Financial Group first reported a position in Dominion Energy in Q1 2020 and held it in 3 quarters.
  • Ford Financial Group's Dominion Energy position peaked at $527K in Q2 2020.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.