V Wealth Advisors’s Dominion Energy D Stock Holding History

V Wealth Advisors’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 Q4	–	Sell	-8,947	Closed	-$619K	–	370
2022 Q3	$619K	Buy	8,947 +1,164	+15%	+$94K	0.12%	168
2022 Q2	$621K	Buy	+7,783	New	+$643K	0.12%	189
2017 Q3	–	Sell	-321	Closed	-$24K	–	305
2017 Q2	$24K	Buy	+321	New	+$25.2K	0.01%	421

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's D Position: Q4 2022 in Review

V Wealth Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 8,947 shares — an estimated $619K sold.

V Wealth Advisors first reported a position in D in Q2 2017 and held it in 3 quarters. The position peaked at $621K in Q2 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

V Wealth Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 8,947 Dominion Energy shares in Q4 2022, an estimated $619K.
V Wealth Advisors first reported a position in Dominion Energy in Q2 2017 and held it in 3 quarters.
V Wealth Advisors's Dominion Energy position peaked at $621K in Q2 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.