IC
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Inscription Capital’s Dominion Energy D Stock Holding History

Inscription Capital’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
2021
Q3 		– Sell
-6,548
Closed -$482K – 247
2021
Q2 		$482K Buy
+6,548
New +$505K 0.05% 203
2019
Q2 		– Sell
-1,246
Closed -$96K – 134
2019
Q1 		$96K Buy
+1,246
New +$91K 0.05% 162

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Inscription Capital's D Position: Q3 2021 in Review

Inscription Capital sold out of Dominion Energy (D) in Q3 2021, closing a stake of 6,548 shares — an estimated $482K sold.

Inscription Capital first reported a position in D in Q1 2019 and held it in 2 quarters. The position peaked at $482K in Q2 2021. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Inscription Capital reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 6,548 Dominion Energy shares in Q3 2021, an estimated $482K.
  • Inscription Capital first reported a position in Dominion Energy in Q1 2019 and held it in 2 quarters.
  • Inscription Capital's Dominion Energy position peaked at $482K in Q2 2021.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.