Polaris Wealth Advisory Group’s Dominion Energy D Stock Holding History

Polaris Wealth Advisory 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	-85,695	Closed	-$5.53M	–	178
2022 Q3	$5.53M	Sell	85,695 -358,631	-81%	-$29M	0.46%	66
2022 Q2	$35.5M	Buy	444,326 +131,344	+42%	+$10.8M	2.83%	10
2022 Q1	$27.4M	Sell	312,982 -1,491	-0.5%	-$120K	1.83%	23
2021 Q4	$24.7M	Buy	314,473 +6,326	+2%	+$476K	1.42%	28
2021 Q3	$22.8M	Buy	+308,147	New	+$23.5M	1.36%	34
2018 Q4	–	Sell	-200	Closed	-$14K	–	213
2018 Q3	$14K	Buy	+200	New	+$14.2K	﹤0.01%	365
2018 Q2	–	Sell	-100	Closed	-$7K	–	294
2018 Q1	$7K	Buy	+100	New	+$7.38K	﹤0.01%	382

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's D Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Dominion Energy (D) in Q4 2022, closing a stake of 85,695 shares — an estimated $5.53M sold.

Polaris Wealth Advisory Group first reported a position in D in Q1 2018 and held it in 7 quarters. The position peaked at $35.5M in Q2 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Polaris Wealth Advisory Group reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 85,695 Dominion Energy shares in Q4 2022, an estimated $5.53M.
Polaris Wealth Advisory Group first reported a position in Dominion Energy in Q1 2018 and held it in 7 quarters.
Polaris Wealth Advisory Group's Dominion Energy position peaked at $35.5M in Q2 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.