GWM
D icon

Gray Wealth Management’s Dominion Energy D Stock Holding History

Gray Wealth 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
-2,421
Closed -$206K – 115
2022
Q1 		$206K Buy
+2,421
New +$194K 0.11% 122

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Capital Research Global Investors
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Wellington Management Group
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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

Gray Wealth Management's D Position: Q2 2022 in Review

Gray Wealth Management sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,421 shares — an estimated $206K sold.

Gray Wealth Management first reported a position in D in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Gray Wealth Management reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Gray Wealth Management sold 2,421 Dominion Energy shares in Q2 2022, an estimated $206K.
  • Gray Wealth Management first reported a position in Dominion Energy in Q1 2022 and held it in 1 quarter.
  • Gray Wealth Management's Dominion Energy position peaked at $206K in Q1 2022.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Gray Wealth Management's 13F filing for Q2 2022, filed 3 Jan 2023.