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WealthSource Partners’s Dominion Energy D Stock Holding History

WealthSource 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
Q2 		– Sell
-3,759
Closed -$319K – 531
2022
Q1 		$319K Sell
3,759
-1,154
-23% -$92.7K 0.02% 438
2021
Q4 		$386K Sell
4,913
-579
-11% -$43.6K 0.03% 364
2021
Q3 		$401K Buy
5,492
+315
+6% +$24K 0.04% 326
2021
Q2 		$381K Buy
+5,177
New +$400K 0.03% 321

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

WealthSource Partners's D Position: Q2 2022 in Review

WealthSource Partners sold out of Dominion Energy (D) in Q2 2022, closing a stake of 3,759 shares — an estimated $319K sold.

WealthSource Partners first reported a position in D in Q2 2021 and held it in 4 quarters. The position peaked at $401K in Q3 2021. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • WealthSource Partners reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 3,759 Dominion Energy shares in Q2 2022, an estimated $319K.
  • WealthSource Partners first reported a position in Dominion Energy in Q2 2021 and held it in 4 quarters.
  • WealthSource Partners's Dominion Energy position peaked at $401K in Q3 2021.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.