MFG
D icon

Monumental Financial Group’s Dominion Energy D Stock Holding History

Monumental Financial 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
2021
Q3 		– Sell
-156
Closed -$11K – 40
2021
Q2 		$11K Buy
+156
New +$12K 0.01% 78

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Massachusetts Financial Services
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Monumental Financial Group's D Position: Q3 2021 in Review

Monumental Financial Group sold out of Dominion Energy (D) in Q3 2021, closing a stake of 156 shares — an estimated $11K sold.

Monumental Financial Group first reported a position in D in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 1,375 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Monumental Financial Group reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 156 Dominion Energy shares in Q3 2021, an estimated $11K.
  • Monumental Financial Group first reported a position in Dominion Energy in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Dominion Energy position peaked at $11K in Q2 2021.
  • 1,375 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.