Professional Financial Advisors’s Dominion Energy D Stock Holding History

Professional Financial Advisors’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	-213	Closed	-$15K	–	155
2022 Q3	$15K	Hold	213	–	–	0.01%	252
2022 Q2	$17K	Hold	213	–	–	0.01%	245
2022 Q1	$18K	Hold	213	–	–	0.01%	246
2021 Q4	$17K	Hold	213	–	–	0.01%	264
2021 Q3	$16K	Hold	213	–	–	0.01%	228
2021 Q2	$16K	Hold	213	–	–	0.01%	242
2021 Q1	$16K	Hold	213	–	–	0.01%	210
2020 Q4	$16K	Hold	213	–	–	0.01%	205
2020 Q3	$17K	Buy	+213	New	+$16.7K	0.02%	183

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Professional Financial Advisors's D Position: Q4 2022 in Review

Professional Financial Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 213 shares — an estimated $15K sold.

Professional Financial Advisors first reported a position in D in Q3 2020 and held it in 9 quarters. The position peaked at $18K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Professional Financial Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 213 Dominion Energy shares in Q4 2022, an estimated $15K.
Professional Financial Advisors first reported a position in Dominion Energy in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Dominion Energy position peaked at $18K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.