LWM
D icon

Liberty Wealth Management’s Dominion Energy D Stock Holding History

Liberty 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
Q3 		– Sell
-2,784
Closed -$222K – 150
2022
Q2 		$222K Sell
2,784
-87
-3% -$7.18K 0.09% 129
2022
Q1 		$243K Buy
2,871
+196
+7% +$15.7K 0.09% 123
2021
Q4 		$210 Sell
2,675
-657
-20% -$49.4K 0.01% 159
2021
Q3 		$245K Buy
3,332
+323
+11% +$24.6K 0.09% 140
2021
Q2 		$221K Buy
3,009
+15
+0.5% +$1.16K 0.09% 122
2021
Q1 		$217K Hold
2,994
– – 0.11% 100
2020
Q4 		$217K Buy
2,994
+162
+6% +$12.9K 0.11% 99
2020
Q3 		$224K Sell
2,832
-481
-15% -$37.8K 0.13% 85
2020
Q2 		$270K Buy
3,313
+64
+2% +$5.13K 0.19% 72
2020
Q1 		$235K Buy
3,249
+3
+0.1% +$245 0.21% 77
2019
Q4 		$269K Buy
3,246
+706
+28% +$57.7K 0.21% 87
2019
Q3 		$206K Sell
2,540
-1,186
-32% -$91.7K 0.19% 93
2019
Q2 		$288K Buy
3,726
+1,132
+44% +$86.3K 0.25% 84
2019
Q1 		$198K Buy
2,594
+21
+0.8% +$1.53K 0.15% 88
2018
Q4 		$183K Buy
+2,573
New +$188K 0.14% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's D Position: Q3 2022 in Review

Liberty Wealth Management sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,784 shares — an estimated $222K sold.

Liberty Wealth Management first reported a position in D in Q4 2018 and held it in 15 quarters. The position peaked at $288K in Q2 2019. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Liberty Wealth Management reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 2,784 Dominion Energy shares in Q3 2022, an estimated $222K.
  • Liberty Wealth Management first reported a position in Dominion Energy in Q4 2018 and held it in 15 quarters.
  • Liberty Wealth Management's Dominion Energy position peaked at $288K in Q2 2019.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Liberty Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.