SBK Financial’s Dominion Energy D Stock Holding History

SBK Financial’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 Q1	–	Sell	-125	Closed	-$10K	–	83
2021 Q4	$10K	Buy	+125	New	+$9.4K	0.01%	121

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBK Financial's D Position: Q1 2022 in Review

SBK Financial sold out of Dominion Energy (D) in Q1 2022, closing a stake of 125 shares — an estimated $10K sold.

SBK Financial first reported a position in D in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

SBK Financial reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 125 Dominion Energy shares in Q1 2022, an estimated $10K.
SBK Financial first reported a position in Dominion Energy in Q4 2021 and held it in 1 quarter.
SBK Financial's Dominion Energy position peaked at $10K in Q4 2021.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.