MWM
D icon

MBE Wealth Management’s Dominion Energy D Stock Holding History

MBE 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
-2,854
Closed -$228K – 60
2022
Q2 		$228K Hold
2,854
– – 0.16% 57
2022
Q1 		$243K Hold
2,854
– – 0.14% 58
2021
Q4 		$224K Hold
2,854
– – 0.12% 56
2021
Q3 		$208K Hold
2,854
– – 0.11% 57
2021
Q2 		$210K Hold
2,854
– – 0.11% 53
2021
Q1 		$217K Hold
2,854
– – 0.12% 53
2020
Q4 		$214K Buy
2,854
+1
+0% +$79 0.14% 53
2020
Q3 		$231K Hold
2,853
– – 0.19% 41
2020
Q2 		$231K Hold
2,853
– – 0.19% 41
2020
Q1 		$205K Buy
2,853
+21
+0.7% +$1.72K 0.2% 34
2019
Q4 		$234K Buy
+2,832
New +$231K 0.23% 37

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

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

MBE Wealth Management sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,854 shares — an estimated $228K sold.

MBE Wealth Management first reported a position in D in Q4 2019 and held it in 11 quarters. The position peaked at $243K in Q1 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • MBE Wealth Management reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • MBE Wealth Management sold 2,854 Dominion Energy shares in Q3 2022, an estimated $228K.
  • MBE Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 11 quarters.
  • MBE Wealth Management's Dominion Energy position peaked at $243K in Q1 2022.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on MBE Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.