LFA
D icon

Level Financial Advisors’s Dominion Energy D Stock Holding History

Level Financial Advisors’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
-20
Closed -$2K – 240
2021
Q4 		$2K Buy
+20
New +$1.5K ﹤0.01% 236

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Level Financial Advisors's D Position: Q1 2022 in Review

Level Financial Advisors sold out of Dominion Energy (D) in Q1 2022, closing a stake of 20 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Level Financial Advisors reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 20 Dominion Energy shares in Q1 2022, an estimated $2K.
  • Level Financial Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's Dominion Energy position peaked at $2K in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.