MSWMA
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Market Street Wealth Management Advisors’s Dominion Energy D Stock Holding History

Market Street Wealth Management 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
2021
Q4 		– Sell
-2,888
Closed -$211K – 73
2021
Q3 		$211K Buy
+2,888
New +$220K 0.08% 69

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

Market Street Wealth Management Advisors's D Position: Q4 2021 in Review

Market Street Wealth Management Advisors sold out of Dominion Energy (D) in Q4 2021, closing a stake of 2,888 shares — an estimated $211K sold.

Market Street Wealth Management Advisors first reported a position in D in Q3 2021 and held it in 1 quarter. The position peaked at $211K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold D as of Q4 2021.

  • Market Street Wealth Management Advisors reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 2,888 Dominion Energy shares in Q4 2021, an estimated $211K.
  • Market Street Wealth Management Advisors first reported a position in Dominion Energy in Q3 2021 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's Dominion Energy position peaked at $211K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.