GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Dominion Energy D Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022
Q2 		– Sell
-2,487
Closed -$211K – 249
2022
Q1 		$211K Sell
2,487
-179
-7% -$14.4K 0.02% 245
2021
Q4 		$209K Buy
2,666
+9
+0.3% +$677 0.02% 255
2021
Q3 		$194K Buy
+2,657
New +$203K 0.03% 180
2021
Q2 		– Sell
-2,657
Closed -$201K – 263
2021
Q1 		$201K Sell
2,657
-5
-0.2% -$363 0.02% 210
2020
Q4 		$200K Buy
2,662
+5
+0.2% +$397 0.03% 171
2020
Q3 		$209K Hold
2,657
– – 0.04% 117
2020
Q2 		$215K Buy
+2,657
New +$213K 0.05% 122
2018
Q1 		– Sell
-2,653
Closed -$215K – 119
2017
Q4 		$215K Buy
+2,653
New +$215K 0.07% 101
2017
Q3 		– Sell
-3,575
Closed -$270K – 114
2017
Q2 		$270K Sell
3,575
-307
-8% -$24.1K 0.1% 100
2017
Q1 		$302K Buy
3,882
+517
+15% +$39.1K 0.13% 89
2016
Q4 		$257K Sell
3,365
-74
-2% -$5.45K 0.14% 84
2016
Q3 		$255K Hold
3,439
– – 0.15% 83
2016
Q2 		$268K Buy
+3,439
New +$250K 0.17% 76

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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

Gerber Kawasaki Wealth & Investment Management's D Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,487 shares — an estimated $211K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in D in Q2 2016 and held it in 13 quarters. The position peaked at $302K in Q1 2017. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,487 Dominion Energy shares in Q2 2022, an estimated $211K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Dominion Energy in Q2 2016 and held it in 13 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Dominion Energy position peaked at $302K in Q1 2017.
  • 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.