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Rede Wealth’s Dominion Energy D Stock Holding History

Rede 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
2022
Q4 		– Sell
-3,362
Closed -$232K – 89
2022
Q3 		$232K Buy
3,362
+3
+0.1% +$242 0.14% 81
2022
Q2 		$268K Sell
3,359
-26
-0.8% -$2.15K 0.16% 80
2022
Q1 		$288K Buy
3,385
+3
+0.1% +$241 0.14% 85
2021
Q4 		$266K Sell
3,382
-24
-0.7% -$1.81K 0.13% 91
2021
Q3 		$249K Sell
3,406
-223
-6% -$17K 0.13% 95
2021
Q2 		$267K Sell
3,629
-139
-4% -$10.7K 0.14% 89
2021
Q1 		$286K Sell
3,768
-94
-2% -$6.83K 0.17% 85
2020
Q4 		$287K Buy
+3,862
New +$307K 0.2% 74

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rede Wealth's D Position: Q4 2022 in Review

Rede Wealth sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,362 shares — an estimated $232K sold.

Rede Wealth first reported a position in D in Q4 2020 and held it in 8 quarters. The position peaked at $288K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Rede Wealth reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Rede Wealth sold 3,362 Dominion Energy shares in Q4 2022, an estimated $232K.
  • Rede Wealth first reported a position in Dominion Energy in Q4 2020 and held it in 8 quarters.
  • Rede Wealth's Dominion Energy position peaked at $288K in Q1 2022.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Rede Wealth's 13F filing for Q4 2022, filed 17 Jan 2023.