JAG
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Journey Advisory Group’s Dominion Energy D Stock Holding History

Journey 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
2021
Q3 		– Sell
-3,059
Closed -$225K – 199
2021
Q2 		$225K Sell
3,059
-534
-15% -$41.2K 0.07% 192
2021
Q1 		$273K Sell
3,593
-236
-6% -$17.1K 0.1% 162
2020
Q4 		$288K Buy
+3,829
New +$304K 0.11% 144

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

Journey Advisory Group's D Position: Q3 2021 in Review

Journey Advisory Group sold out of Dominion Energy (D) in Q3 2021, closing a stake of 3,059 shares — an estimated $225K sold.

Journey Advisory Group first reported a position in D in Q4 2020 and held it in 3 quarters. The position peaked at $288K in Q4 2020. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Journey Advisory Group reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Journey Advisory Group sold 3,059 Dominion Energy shares in Q3 2021, an estimated $225K.
  • Journey Advisory Group first reported a position in Dominion Energy in Q4 2020 and held it in 3 quarters.
  • Journey Advisory Group's Dominion Energy position peaked at $288K in Q4 2020.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Journey Advisory Group's 13F filing for Q3 2021, filed 12 Nov 2021.