NWMG
D icon

National Wealth Management Group’s Dominion Energy D Stock Holding History

National Wealth Management 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
2022
Q4 		– Sell
-4,529
Closed -$313K – 142
2022
Q3 		$313K Buy
+4,529
New +$366K 0.41% 79

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State Street
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Massachusetts Financial Services
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

National Wealth Management Group's D Position: Q4 2022 in Review

National Wealth Management Group sold out of Dominion Energy (D) in Q4 2022, closing a stake of 4,529 shares — an estimated $313K sold.

National Wealth Management Group first reported a position in D in Q3 2022 and held it in 1 quarter. The position peaked at $313K in Q3 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • National Wealth Management Group reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 4,529 Dominion Energy shares in Q4 2022, an estimated $313K.
  • National Wealth Management Group first reported a position in Dominion Energy in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's Dominion Energy position peaked at $313K in Q3 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.