Mayfair Advisory Group’s Dominion Energy D Stock Holding History

Mayfair Advisory Group’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 Q4	–	Sell	-4,164	Closed	-$296K	–	118
2022 Q3	$296K	Hold	4,164	–	–	0.42%	69
2022 Q2	$341K	Hold	4,164	–	–	0.45%	60
2022 Q1	$359K	Buy	4,164 +219	+6%	+$17.6K	0.46%	55
2021 Q4	$312K	Hold	3,945	–	–	0.41%	58
2021 Q3	$289K	Hold	3,945	–	–	0.44%	59
2021 Q2	$290K	Hold	3,945	–	–	0.46%	60
2021 Q1	$299K	Hold	3,945	–	–	0.53%	47
2020 Q4	$297K	Buy	3,945 +1,392	+55%	+$111K	0.58%	45
2020 Q3	$202K	Buy	+2,553	New	+$201K	0.52%	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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mayfair Advisory Group's D Position: Q4 2022 in Review

Mayfair Advisory Group sold out of Dominion Energy (D) in Q4 2022, closing a stake of 4,164 shares — an estimated $296K sold.

Mayfair Advisory Group first reported a position in D in Q3 2020 and held it in 9 quarters. The position peaked at $359K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Mayfair Advisory Group reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Mayfair Advisory Group sold 4,164 Dominion Energy shares in Q4 2022, an estimated $296K.
Mayfair Advisory Group first reported a position in Dominion Energy in Q3 2020 and held it in 9 quarters.
Mayfair Advisory Group's Dominion Energy position peaked at $359K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Mayfair Advisory Group's 13F filing for Q4 2022, filed 27 Jan 2023.