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Regent Peak Wealth Advisors’s Dominion Energy D Stock Holding History

Regent Peak Wealth 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
-3,223
Closed -$222K – 159
2022
Q3 		$222K Buy
3,223
+350
+12% +$28.3K 0.08% 136
2022
Q2 		$229K Sell
2,873
-771
-21% -$63.7K 0.07% 136
2022
Q1 		$310K Buy
3,644
+32
+0.9% +$2.57K 0.09% 124
2021
Q4 		$284K Buy
3,612
+20
+0.6% +$1.5K 0.08% 134
2021
Q3 		$262K Buy
3,592
+36
+1% +$2.75K 0.08% 142
2021
Q2 		$266K Sell
3,556
-81
-2% -$6.25K 0.07% 138
2021
Q1 		$276K Buy
3,637
+1,622
+80% +$118K 0.09% 126
2020
Q4 		$152K Buy
+2,015
New +$160K 0.05% 169
2020
Q3 		– Sell
-2,750
Closed -$223K – 131
2020
Q2 		$223K Sell
2,750
-39
-1% -$3.13K 0.1% 109
2020
Q1 		$201K Buy
+2,789
New +$228K 0.11% 108

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

Regent Peak Wealth Advisors's D Position: Q4 2022 in Review

Regent Peak Wealth Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,223 shares — an estimated $222K sold.

Regent Peak Wealth Advisors first reported a position in D in Q1 2020 and held it in 10 quarters. The position peaked at $310K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Regent Peak Wealth Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,223 Dominion Energy shares in Q4 2022, an estimated $222K.
  • Regent Peak Wealth Advisors first reported a position in Dominion Energy in Q1 2020 and held it in 10 quarters.
  • Regent Peak Wealth Advisors's Dominion Energy position peaked at $310K in Q1 2022.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.