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Summit Wealth Partners’s Dominion Energy D Stock Holding History

Summit Wealth Partners’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
Q3 		– Sell
-2,555
Closed -$204K – 160
2022
Q2 		$204K Buy
2,555
+5
+0.2% +$413 0.05% 158
2022
Q1 		$217K Buy
2,550
+4
+0.2% +$321 0.05% 157
2021
Q4 		$200K Sell
2,546
-781
-23% -$58.8K 0.04% 159
2021
Q3 		$243K Buy
3,327
+4
+0.1% +$305 0.06% 138
2021
Q2 		$244K Buy
3,323
+660
+25% +$50.9K 0.06% 142
2021
Q1 		$202K Buy
+2,663
New +$193K 0.05% 145

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Partners's D Position: Q3 2022 in Review

Summit Wealth Partners sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,555 shares — an estimated $204K sold.

Summit Wealth Partners first reported a position in D in Q1 2021 and held it in 6 quarters. The position peaked at $244K in Q2 2021. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Summit Wealth Partners reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 2,555 Dominion Energy shares in Q3 2022, an estimated $204K.
  • Summit Wealth Partners first reported a position in Dominion Energy in Q1 2021 and held it in 6 quarters.
  • Summit Wealth Partners's Dominion Energy position peaked at $244K in Q2 2021.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Summit Wealth Partners's 13F filing for Q3 2022, filed 11 Sep 2024.