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Oxler Private Wealth’s Dominion Energy D Stock Holding History

Oxler Private 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
2021
Q3 		– Sell
-20,970
Closed -$1.54M – 130
2021
Q2 		$1.54M Hold
20,970
– – 0.67% 43
2021
Q1 		$1.59M Hold
20,970
– – 0.81% 36
2020
Q4 		$1.58M Buy
+20,970
New +$1.67M 0.89% 30

Other funds holding D

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Oxler Private Wealth's D Position: Q3 2021 in Review

Oxler Private Wealth sold out of Dominion Energy (D) in Q3 2021, closing a stake of 20,970 shares — an estimated $1.54M sold.

Oxler Private Wealth first reported a position in D in Q4 2020 and held it in 3 quarters. The position peaked at $1.59M in Q1 2021. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Oxler Private Wealth reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Oxler Private Wealth sold 20,970 Dominion Energy shares in Q3 2021, an estimated $1.54M.
  • Oxler Private Wealth first reported a position in Dominion Energy in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Dominion Energy position peaked at $1.59M in Q1 2021.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Oxler Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.