SFMG
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Sage Financial Management Group’s Dominion Energy D Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-124
Closed -$9K – 46
2021
Q1 		$9K Buy
+124
New +$9.01K 0.01% 101

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Franklin Resources
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Financial Management Group's D Position: Q2 2021 in Review

Sage Financial Management Group sold out of Dominion Energy (D) in Q2 2021, closing a stake of 124 shares — an estimated $9K sold.

Sage Financial Management Group first reported a position in D in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Sage Financial Management Group reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 124 Dominion Energy shares in Q2 2021, an estimated $9K.
  • Sage Financial Management Group first reported a position in Dominion Energy in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Dominion Energy position peaked at $9K in Q1 2021.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.