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Heritage Wealth Management (Arizona)’s Dominion Energy D Stock Holding History

Heritage Wealth Management (Arizona)’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
-242
Closed -$21K – 999
2022
Q1 		$21K Buy
+242
New +$19.4K 0.01% 584
2021
Q3 		$18K Hold
242
– – 0.01% 567
2021
Q2 		$18K Sell
242
-801
-77% -$61.8K 0.01% 570
2021
Q1 		$79K Buy
+1,043
New +$75.8K 0.04% 286

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
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

Heritage Wealth Management (Arizona)'s D Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Dominion Energy (D) in Q2 2022, closing a stake of 242 shares — an estimated $21K sold.

Heritage Wealth Management (Arizona) first reported a position in D in Q1 2021 and held it in 4 quarters. The position peaked at $79K in Q1 2021. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 242 Dominion Energy shares in Q2 2022, an estimated $21K.
  • Heritage Wealth Management (Arizona) first reported a position in Dominion Energy in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s Dominion Energy position peaked at $79K in Q1 2021.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.