PWM
D icon

PRW Wealth Management’s Dominion Energy D Stock Holding History

PRW Wealth Management’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
-20,549
Closed -$1.51M – 135
2021
Q2 		$1.51M Buy
+20,549
New +$1.59M 0.44% 63
2019
Q2 		– Sell
-102
Closed -$8K – 204
2019
Q1 		$8K Buy
102
+11
+12% +$803 0.01% 303
2018
Q4 		$7K Buy
+91
New +$6.65K 0.01% 318

Other funds holding D

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

PRW Wealth Management's D Position: Q3 2021 in Review

PRW Wealth Management sold out of Dominion Energy (D) in Q3 2021, closing a stake of 20,549 shares — an estimated $1.51M sold.

PRW Wealth Management first reported a position in D in Q4 2018 and held it in 3 quarters. The position peaked at $1.51M in Q2 2021. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • PRW Wealth Management reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 20,549 Dominion Energy shares in Q3 2021, an estimated $1.51M.
  • PRW Wealth Management first reported a position in Dominion Energy in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Dominion Energy position peaked at $1.51M in Q2 2021.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.