High Net Worth Advisory Group’s Dominion Energy D Stock Holding History

High Net Worth 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
2023 Q2	–	Sell	-6,385	Closed	-$357K	–	200
2023 Q1	$357K	Hold	6,385	–	–	0.15%	129
2022 Q4	$392K	Sell	6,385 -3,026	-32%	-$190K	0.15%	126
2022 Q3	$650K	Hold	9,411	–	–	0.28%	85
2022 Q2	$751K	Hold	9,411	–	–	0.31%	79
2022 Q1	$800K	Hold	9,411	–	–	0.29%	78
2021 Q4	$739K	Buy	+9,411	New	+$708K	0.26%	80

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

High Net Worth Advisory Group's D Position: Q2 2023 in Review

High Net Worth Advisory Group sold out of Dominion Energy (D) in Q2 2023, closing a stake of 6,385 shares — an estimated $357K sold.

High Net Worth Advisory Group first reported a position in D in Q4 2021 and held it in 6 quarters. The position peaked at $800K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

High Net Worth Advisory Group reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 6,385 Dominion Energy shares in Q2 2023, an estimated $357K.
High Net Worth Advisory Group first reported a position in Dominion Energy in Q4 2021 and held it in 6 quarters.
High Net Worth Advisory Group's Dominion Energy position peaked at $800K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on High Net Worth Advisory Group's 13F filing for Q2 2023, filed 7 Jul 2023.