Wagner Wealth Management (South Carolina)’s Dominion Energy D Stock Holding History

Wagner Wealth Management (South Carolina)’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	-120	Closed	-$9.69K	–	697
2022 Q2	$10K	Buy	+120	New	+$9.91K	0.01%	437
2022 Q1	–	Sell	-200	Closed	-$16K	–	309
2021 Q4	$16K	Hold	200	–	–	0.01%	425
2021 Q3	$15K	Hold	200	–	–	0.01%	410
2021 Q2	$15K	Hold	200	–	–	0.01%	428
2021 Q1	$15K	Buy	+200	New	+$14.5K	0.01%	399
2018 Q3	$135K	Buy	1,919 +1,719	+860%	+$122K	0.09%	165
2018 Q2	$14K	Buy	+200	New	+$13K	0.01%	351

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s D Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Dominion Energy (D) in Q3 2022, closing a stake of 120 shares — an estimated $9.69K sold.

Wagner Wealth Management (South Carolina) first reported a position in D in Q2 2018 and held it in 7 quarters. The position peaked at $135K in Q3 2018. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 120 Dominion Energy shares in Q3 2022, an estimated $9.69K.
Wagner Wealth Management (South Carolina) first reported a position in Dominion Energy in Q2 2018 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s Dominion Energy position peaked at $135K in Q3 2018.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.