HFS
D icon

Heritage Financial Services’s Dominion Energy D Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-38
Closed -$3K – 151
2022
Q2 		$3K Buy
+38
New +$3.14K ﹤0.01% 386

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 $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's D Position: Q3 2022 in Review

Heritage Financial Services sold out of Dominion Energy (D) in Q3 2022, closing a stake of 38 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in D in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Heritage Financial Services reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 38 Dominion Energy shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in Dominion Energy in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Dominion Energy position peaked at $3K in Q2 2022.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.