TWM
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TriaGen Wealth Management’s Dominion Energy D Stock Holding History

TriaGen Wealth Management’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
-2,743
Closed -$208K – 188
2021
Q1 		$208K Sell
2,743
-300
-10% -$21.8K 0.12% 160
2020
Q4 		$229K Buy
+3,043
New +$242K 0.13% 156

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TriaGen Wealth Management's D Position: Q2 2021 in Review

TriaGen Wealth Management sold out of Dominion Energy (D) in Q2 2021, closing a stake of 2,743 shares — an estimated $208K sold.

TriaGen Wealth Management first reported a position in D in Q4 2020 and held it in 2 quarters. The position peaked at $229K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • TriaGen Wealth Management reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,743 Dominion Energy shares in Q2 2021, an estimated $208K.
  • TriaGen Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 2 quarters.
  • TriaGen Wealth Management's Dominion Energy position peaked at $229K in Q4 2020.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on TriaGen Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.