Jupiter Wealth Management’s Dominion Energy D Stock Holding History

Jupiter 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 Q1	–	Sell	-5,000	Closed	-$392K	–	84
2021 Q4	$392K	Hold	5,000	–	–	0.2%	66
2021 Q3	$378K	Hold	5,000	–	–	0.18%	73
2021 Q2	$380K	Hold	5,000	–	–	0.18%	72
2021 Q1	$395K	Buy	+5,000	New	+$363K	0.2%	64

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Jupiter Wealth Management's D Position: Q1 2022 in Review

Jupiter Wealth Management sold out of Dominion Energy (D) in Q1 2022, closing a stake of 5,000 shares — an estimated $392K sold.

Jupiter Wealth Management first reported a position in D in Q1 2021 and held it in 4 quarters. The position peaked at $395K in Q1 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

Jupiter Wealth Management reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
Jupiter Wealth Management sold 5,000 Dominion Energy shares in Q1 2022, an estimated $392K.
Jupiter Wealth Management first reported a position in Dominion Energy in Q1 2021 and held it in 4 quarters.
Jupiter Wealth Management's Dominion Energy position peaked at $395K in Q1 2021.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Jupiter Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.