Fortitude Advisory Group’s Dominion Energy D Stock Holding History

Fortitude Advisory 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
2022 Q4	–	Sell	-3,040	Closed	-$210K	–	222
2022 Q3	$210K	Sell	3,040 -4	-0.1%	-$323	0.2%	159
2022 Q2	$243K	Buy	3,044 +105	+4%	+$8.67K	0.22%	140
2022 Q1	$250K	Sell	2,939 -9	-0.3%	-$723	0.13%	162
2021 Q4	$232K	Buy	+2,948	New	+$222K	0.12%	176

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Fortitude Advisory Group's D Position: Q4 2022 in Review

Fortitude Advisory Group sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,040 shares — an estimated $210K sold.

Fortitude Advisory Group first reported a position in D in Q4 2021 and held it in 4 quarters. The position peaked at $250K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Fortitude Advisory Group reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Fortitude Advisory Group sold 3,040 Dominion Energy shares in Q4 2022, an estimated $210K.
Fortitude Advisory Group first reported a position in Dominion Energy in Q4 2021 and held it in 4 quarters.
Fortitude Advisory Group's Dominion Energy position peaked at $250K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Fortitude Advisory Group's 13F filing for Q4 2022, filed 13 Feb 2023.