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WealthShield Partners’s Dominion Energy D Stock Holding History

WealthShield 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
Q4 		– Sell
-3,148
Closed -$218K – 292
2022
Q3 		$218K Buy
3,148
+229
+8% +$18.5K 0.04% 277
2022
Q2 		$233K Sell
2,919
-162
-5% -$13.4K 0.05% 273
2022
Q1 		$262K Sell
3,081
-268
-8% -$21.5K 0.04% 297
2021
Q4 		$263K Buy
+3,349
New +$252K 0.04% 245
2021
Q3 		– Sell
-2,616
Closed -$192K – 334
2021
Q2 		$192K Sell
2,616
-655
-20% -$50.6K 0.03% 264
2021
Q1 		$248K Sell
3,271
-97
-3% -$7.05K 0.04% 230
2020
Q4 		$254K Buy
3,368
+242
+8% +$19.2K 0.05% 253
2020
Q3 		$247K Buy
3,126
+407
+15% +$32K 0.09% 215
2020
Q2 		$221K Sell
2,719
-189
-6% -$15.2K 0.1% 188
2020
Q1 		$210K Buy
2,908
+1
+0% +$82 0.13% 149
2019
Q4 		$241K Buy
2,907
+1
+0% +$82 0.12% 162
2019
Q3 		$236K Buy
+2,906
New +$225K 0.13% 154
2019
Q2 		– Sell
-2,801
Closed -$215K – 230
2019
Q1 		$215K Buy
+2,801
New +$205K 0.12% 135

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthShield Partners's D Position: Q4 2022 in Review

WealthShield Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,148 shares — an estimated $218K sold.

WealthShield Partners first reported a position in D in Q1 2019 and held it in 13 quarters. The position peaked at $263K in Q4 2021. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • WealthShield Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • WealthShield Partners sold 3,148 Dominion Energy shares in Q4 2022, an estimated $218K.
  • WealthShield Partners first reported a position in Dominion Energy in Q1 2019 and held it in 13 quarters.
  • WealthShield Partners's Dominion Energy position peaked at $263K in Q4 2021.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on WealthShield Partners's 13F filing for Q4 2022, filed 13 Feb 2023.