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SageGuard Financial Group’s Dominion Energy D Stock Holding History

SageGuard Financial 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
Q3 		– Sell
-13,949
Closed -$1.03M – 48
2021
Q2 		$1.03M Sell
13,949
-561
-4% -$43.3K 0.47% 54
2021
Q1 		$1.1M Sell
14,510
-1,599
-10% -$116K 0.51% 51
2020
Q4 		$1.22M Buy
+16,109
New +$1.28M 0.59% 46

Other funds holding D

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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

SageGuard Financial Group's D Position: Q3 2021 in Review

SageGuard Financial Group sold out of Dominion Energy (D) in Q3 2021, closing a stake of 13,949 shares — an estimated $1.03M sold.

SageGuard Financial Group first reported a position in D in Q4 2020 and held it in 3 quarters. The position peaked at $1.22M in Q4 2020. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • SageGuard Financial Group reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 13,949 Dominion Energy shares in Q3 2021, an estimated $1.03M.
  • SageGuard Financial Group first reported a position in Dominion Energy in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's Dominion Energy position peaked at $1.22M in Q4 2020.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.