Wealthstreet Investment Advisors’s Dominion Energy D Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-26,579	Closed	-$2.02M	–	142
2021 Q1	$2.02M	Sell	26,579 -806	-3%	-$58.5K	0.2%	118
2020 Q4	$2.06M	Sell	27,385 -1,358	-5%	-$108K	0.21%	110
2020 Q3	$2.27M	Hold	28,743	–	–	0.25%	94
2020 Q2	$2.33M	Sell	28,743 -175	-0.6%	-$14K	0.29%	83
2020 Q1	$2.09M	Buy	28,918 +121	+0.4%	+$9.88K	0.31%	83
2019 Q4	$2.38M	Sell	28,797 -350	-1%	-$28.6K	0.28%	86
2019 Q3	$2.38M	Hold	29,147	–	–	0.3%	79
2019 Q2	$2.25M	Sell	29,147 -575	-2%	-$43.8K	0.29%	84
2019 Q1	$2.28M	Sell	29,722 -855	-3%	-$62.4K	0.3%	82
2018 Q4	$2.09M	Buy	30,577 +1,700	+6%	+$124K	0.29%	85
2018 Q3	$2.03M	Sell	28,877 -200	-0.7%	-$14.2K	0.25%	92
2018 Q2	$1.98M	Sell	29,077 -100	-0.3%	-$6.51K	0.26%	93
2018 Q1	$1.97M	Sell	29,177 -2,668	-8%	-$197K	0.25%	98
2017 Q4	$2.58M	Buy	+31,845	New	+$2.58M	0.31%	79

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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