MPS Loria Financial Planners’s Dominion Energy D Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-59	Closed	-$4K	–	217
2021 Q1	$4K	Hold	59	–	–	﹤0.01%	358
2020 Q4	$4K	Buy	+59	New	+$4.69K	﹤0.01%	381
2017 Q3	–	Sell	-1,326	Closed	-$103K	–	145
2017 Q2	$103K	Buy	+1,326	New	+$104K	0.07%	112

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's D Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Dominion Energy (D) in Q2 2021, closing a stake of 59 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in D in Q2 2017 and held it in 3 quarters. The position peaked at $103K in Q2 2017. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

MPS Loria Financial Planners reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 59 Dominion Energy shares in Q2 2021, an estimated $4K.
MPS Loria Financial Planners first reported a position in Dominion Energy in Q2 2017 and held it in 3 quarters.
MPS Loria Financial Planners's Dominion Energy position peaked at $103K in Q2 2017.
1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.