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Insight Wealth Strategies’s Dominion Energy D Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-4,559
Closed -$346K – 199
2021
Q1 		$346K Buy
4,559
+64
+1% +$4.65K 0.05% 166
2020
Q4 		$338K Sell
4,495
-1,110
-20% -$88.2K 0.06% 152
2020
Q3 		$442K Sell
5,605
-71
-1% -$5.58K 0.08% 113
2020
Q2 		$461K Buy
5,676
+126
+2% +$10.1K 0.1% 92
2020
Q1 		$401K Buy
5,550
+796
+17% +$65K 0.11% 92
2019
Q4 		$394K Buy
4,754
+1,674
+54% +$137K 0.08% 152
2019
Q3 		$250K Buy
+3,080
New +$238K 0.06% 170

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Wealth Strategies's D Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Dominion Energy (D) in Q2 2021, closing a stake of 4,559 shares — an estimated $346K sold.

Insight Wealth Strategies first reported a position in D in Q3 2019 and held it in 7 quarters. The position peaked at $461K in Q2 2020. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,559 Dominion Energy shares in Q2 2021, an estimated $346K.
  • Insight Wealth Strategies first reported a position in Dominion Energy in Q3 2019 and held it in 7 quarters.
  • Insight Wealth Strategies's Dominion Energy position peaked at $461K in Q2 2020.
  • 1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.