MFW
D icon

Meristem Family Wealth’s Dominion Energy D Stock Holding History

Meristem Family Wealth’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
-2,613
Closed -$205K – 357
2021
Q4 		$205K Sell
2,613
-3,145
-55% -$237K 0.02% 368
2021
Q3 		$420K Buy
5,758
+167
+3% +$12.7K 0.04% 248
2021
Q2 		$411K Buy
+5,591
New +$432K 0.06% 192

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's D Position: Q1 2022 in Review

Meristem Family Wealth sold out of Dominion Energy (D) in Q1 2022, closing a stake of 2,613 shares — an estimated $205K sold.

Meristem Family Wealth first reported a position in D in Q2 2021 and held it in 3 quarters. The position peaked at $420K in Q3 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Meristem Family Wealth reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 2,613 Dominion Energy shares in Q1 2022, an estimated $205K.
  • Meristem Family Wealth first reported a position in Dominion Energy in Q2 2021 and held it in 3 quarters.
  • Meristem Family Wealth's Dominion Energy position peaked at $420K in Q3 2021.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.