Seven Springs Wealth Group’s Dominion Energy D Stock Holding History

Seven Springs Wealth 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	-150	Closed	-$11K	–	94
2021 Q1	$11K	Hold	150	–	–	0.01%	121
2020 Q4	$11K	Hold	150	–	–	0.01%	116
2020 Q3	$12K	Hold	150	–	–	0.01%	113
2020 Q2	$12K	Hold	150	–	–	0.01%	110
2020 Q1	$11K	Hold	150	–	–	0.01%	112
2019 Q4	$12K	Buy	+150	New	+$12.3K	0.01%	157

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Seven Springs Wealth Group's D Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Dominion Energy (D) in Q2 2021, closing a stake of 150 shares — an estimated $11K sold.

Seven Springs Wealth Group first reported a position in D in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q3 2020. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

Seven Springs Wealth Group reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 150 Dominion Energy shares in Q2 2021, an estimated $11K.
Seven Springs Wealth Group first reported a position in Dominion Energy in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Dominion Energy position peaked at $12K in Q3 2020.
1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.