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Jackson Wealth Management’s Dominion Energy D Stock Holding History

Jackson Wealth Management’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
Q4 		– Sell
-20,269
Closed -$1.4M – 86
2022
Q3 		$1.4M Buy
20,269
+13,271
+190% +$1.07M 0.28% 70
2022
Q2 		$558K Sell
6,998
-11,312
-62% -$934K 0.26% 71
2022
Q1 		$1.56M Buy
18,310
+287
+2% +$23.1K 0.22% 85
2021
Q4 		$1.42M Buy
18,023
+405
+2% +$30.5K 0.18% 95
2021
Q3 		$7K Buy
17,618
+710
+4% +$54.1K 0.08% 73
2021
Q2 		$1.24M Sell
16,908
-353
-2% -$27.2K 0.16% 96
2021
Q1 		$1.31M Sell
17,261
-357
-2% -$25.9K 0.2% 95
2020
Q4 		$1.32M Buy
17,618
+2,657
+18% +$211K 0.18% 101
2020
Q3 		$1.18M Buy
14,961
+1,552
+12% +$122K 0.18% 94
2020
Q2 		$1.09M Buy
13,409
+3,470
+35% +$278K 0.19% 95
2020
Q1 		$790K Buy
9,939
+1,185
+14% +$96.8K 0.17% 85
2019
Q4 		$740K Buy
8,754
+488
+6% +$39.9K 0.12% 125
2019
Q3 		$680K Buy
+8,266
New +$639K 0.14% 108
2015
Q4 		– Sell
-1,936
Closed -$136K – 76
2015
Q3 		$136K Buy
+1,936
New +$136K 0.05% 104
2015
Q1 		– Sell
-2,752
Closed -$212K – 123
2014
Q4 		$212K Buy
+2,752
New +$199K 0.07% 110

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Wealth Management's D Position: Q4 2022 in Review

Jackson Wealth Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 20,269 shares — an estimated $1.4M sold.

Jackson Wealth Management first reported a position in D in Q4 2014 and held it in 15 quarters. The position peaked at $1.56M in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Jackson Wealth Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 20,269 Dominion Energy shares in Q4 2022, an estimated $1.4M.
  • Jackson Wealth Management first reported a position in Dominion Energy in Q4 2014 and held it in 15 quarters.
  • Jackson Wealth Management's Dominion Energy position peaked at $1.56M in Q1 2022.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.