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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's D Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Dominion Energy (D) in Q2 2021, closing a stake of 26,579 shares — an estimated $2.02M sold.

Wealthstreet Investment Advisors first reported a position in D in Q4 2017 and held it in 14 quarters. The position peaked at $2.58M in Q4 2017. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 26,579 Dominion Energy shares in Q2 2021, an estimated $2.02M.
  • Wealthstreet Investment Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Dominion Energy position peaked at $2.58M in Q4 2017.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.