Mid Atlantic Financial Management’s Dominion Energy D Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$708K	Sell	9,693 -570	-6%	-$43.5K	0.05%	357
2021 Q2	$755K	Buy	10,263 +124	+1%	+$9.57K	0.05%	337
2021 Q1	$770K	Buy	10,139 +92	+0.9%	+$6.68K	0.06%	316
2020 Q4	$756K	Buy	10,047 +340	+4%	+$27K	0.06%	296
2020 Q3	$816K	Sell	9,707 -699	-7%	-$54.9K	0.07%	249
2020 Q2	$845K	Sell	10,406 -200	-2%	-$16K	0.08%	223
2020 Q1	$766K	Sell	10,606 -77	-0.7%	-$6.29K	0.09%	219
2019 Q4	$885K	Buy	10,683 +405	+4%	+$33.1K	0.08%	256
2019 Q3	$833K	Buy	10,278 +724	+8%	+$56K	0.09%	243
2019 Q2	$739K	Buy	9,554 +936	+11%	+$71.3K	0.08%	279
2019 Q1	$661K	Buy	8,618 +802	+10%	+$58.6K	0.07%	302
2018 Q4	$559K	Buy	+7,816	New	+$571K	0.07%	300

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's D Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Dominion Energy (D) stake by 5.6% in Q3 2021, selling an estimated $43.5K and leaving 9,693 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #357.

Mid Atlantic Financial Management first reported a position in D in Q4 2018 and has held it in 12 quarters since. The position peaked at $885K in Q4 2019. 1,375 funds tracked by Wall St. Rank hold D as of Q3 2021.

Mid Atlantic Financial Management held 9,693 shares of Dominion Energy worth $708K as of Q3 2021.
Mid Atlantic Financial Management sold 570 Dominion Energy shares in Q3 2021, an estimated $43.5K.
Dominion Energy made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #357 holding.
Mid Atlantic Financial Management first reported a position in Dominion Energy in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Dominion Energy position peaked at $885K in Q4 2019.
1,375 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.