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Personal Wealth Partners’s Dominion Energy D Stock Holding History

Personal Wealth Partners’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
-50
Closed -$4K – 154
2021
Q2 		$4K Buy
+50
New +$3.86K ﹤0.01% 328
2020
Q1 		– Sell
-518
Closed -$43K – 187
2019
Q4 		$43K Hold
518
– – 0.02% 150
2019
Q3 		$42K Buy
518
+50
+11% +$3.87K 0.02% 153
2019
Q2 		$36K Buy
+468
New +$35.7K 0.02% 144

Other funds holding D

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BlackRock
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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

Personal Wealth Partners's D Position: Q3 2021 in Review

Personal Wealth Partners sold out of Dominion Energy (D) in Q3 2021, closing a stake of 50 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in D in Q2 2019 and held it in 4 quarters. The position peaked at $43K in Q4 2019. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Personal Wealth Partners reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 50 Dominion Energy shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in Dominion Energy in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Dominion Energy position peaked at $43K in Q4 2019.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.