Strategic Wealth Management Group’s Dominion Energy D Stock Holding History

Strategic Wealth 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	-3,062	Closed	-$233K	–	127
2021 Q1	$233K	Sell	3,062 -37	-1%	-$2.69K	0.09%	123
2020 Q4	$233K	Buy	3,099 +37	+1%	+$2.94K	0.1%	111
2020 Q3	$242K	Hold	3,062	–	–	0.12%	99
2020 Q2	$249K	Buy	3,062 +212	+7%	+$17K	0.15%	76
2020 Q1	$206K	Hold	2,850	–	–	0.15%	75
2019 Q4	$236K	Hold	2,850	–	–	0.15%	82
2019 Q3	$231K	Hold	2,850	–	–	0.17%	70
2019 Q2	$220K	Sell	2,850 -220	-7%	-$16.8K	0.17%	77
2019 Q1	$235K	Buy	+3,070	New	+$224K	0.19%	67

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

Strategic Wealth Management Group's D Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of Dominion Energy (D) in Q2 2021, closing a stake of 3,062 shares — an estimated $233K sold.

Strategic Wealth Management Group first reported a position in D in Q1 2019 and held it in 9 quarters. The position peaked at $249K in Q2 2020. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

Strategic Wealth Management Group reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
Strategic Wealth Management Group sold 3,062 Dominion Energy shares in Q2 2021, an estimated $233K.
Strategic Wealth Management Group first reported a position in Dominion Energy in Q1 2019 and held it in 9 quarters.
Strategic Wealth Management Group's Dominion Energy position peaked at $249K in Q2 2020.
1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.