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Keebeck Wealth Management’s Dominion Energy D Stock Holding History

Keebeck 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
2021
Q4 		– Sell
-3,007
Closed -$220K – 222
2021
Q3 		$220K Sell
3,007
-97
-3% -$7.4K 0.04% 197
2021
Q2 		$228K Buy
3,104
+74
+2% +$5.71K 0.03% 225
2021
Q1 		$230K Buy
+3,030
New +$220K 0.04% 218

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Keebeck Wealth Management's D Position: Q4 2021 in Review

Keebeck Wealth Management sold out of Dominion Energy (D) in Q4 2021, closing a stake of 3,007 shares — an estimated $220K sold.

Keebeck Wealth Management first reported a position in D in Q1 2021 and held it in 3 quarters. The position peaked at $230K in Q1 2021. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

  • Keebeck Wealth Management reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 3,007 Dominion Energy shares in Q4 2021, an estimated $220K.
  • Keebeck Wealth Management first reported a position in Dominion Energy in Q1 2021 and held it in 3 quarters.
  • Keebeck Wealth Management's Dominion Energy position peaked at $230K in Q1 2021.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Keebeck Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.