SFP
D icon

Sterling Financial Planning’s Dominion Energy D Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-383
Closed -$28K – 169
2021
Q3 		$28K Hold
383
– – 0.02% 231
2021
Q2 		$28K Hold
383
– – 0.02% 228
2021
Q1 		$29K Hold
383
– – 0.02% 197
2020
Q4 		$29K Buy
+383
New +$30.4K 0.02% 187

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Sterling Financial Planning's D Position: Q4 2021 in Review

Sterling Financial Planning sold out of Dominion Energy (D) in Q4 2021, closing a stake of 383 shares — an estimated $28K sold.

Sterling Financial Planning first reported a position in D in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

  • Sterling Financial Planning reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 383 Dominion Energy shares in Q4 2021, an estimated $28K.
  • Sterling Financial Planning first reported a position in Dominion Energy in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Dominion Energy position peaked at $29K in Q1 2021.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.