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Retirement Group’s Dominion Energy D Stock Holding History

Retirement 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
Q3 		– Sell
-40
Closed -$3K – 551
2022
Q2 		$3K Hold
40
– – ﹤0.01% 580
2022
Q1 		$3K Buy
+40
New +$3.21K ﹤0.01% 583
2021
Q4 		– Sell
-116
Closed -$8K – 715
2021
Q3 		$8K Buy
116
+1
+0.9% +$76 ﹤0.01% 398
2021
Q2 		$8K Buy
115
+1
+0.9% +$77 ﹤0.01% 433
2021
Q1 		$9K Buy
114
+1
+0.9% +$73 ﹤0.01% 481
2020
Q4 		$8K Hold
113
– – ﹤0.01% 444
2020
Q3 		$9K Hold
113
– – 0.01% 423
2020
Q2 		$9K Buy
+113
New +$9.06K 0.01% 394

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Group's D Position: Q3 2022 in Review

Retirement Group sold out of Dominion Energy (D) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Retirement Group first reported a position in D in Q2 2020 and held it in 8 quarters. The position peaked at $9K in Q1 2021. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Retirement Group reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 40 Dominion Energy shares in Q3 2022, an estimated $3K.
  • Retirement Group first reported a position in Dominion Energy in Q2 2020 and held it in 8 quarters.
  • Retirement Group's Dominion Energy position peaked at $9K in Q1 2021.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.