McDonald Partners’s Dominion Energy D Stock Holding History

McDonald Partners’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	-48	Closed	-$3.77K	–	394
2021 Q4	$3.77K	Buy	+48	New	+$3.61K	﹤0.01%	275

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

McDonald Partners's D Position: Q1 2022 in Review

McDonald Partners sold out of Dominion Energy (D) in Q1 2022, closing a stake of 48 shares — an estimated $3.77K sold.

McDonald Partners first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $3.77K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

McDonald Partners reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 48 Dominion Energy shares in Q1 2022, an estimated $3.77K.
McDonald Partners first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
McDonald Partners's Dominion Energy position peaked at $3.77K in Q4 2021.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.