WAM
D icon

Weatherly Asset Management’s Dominion Energy D Stock Holding History

Weatherly Asset Management’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
-2,900
Closed -$220K – 198
2021
Q1 		$220K Buy
+2,900
New +$211K 0.03% 186

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Weatherly Asset Management's D Position: Q2 2021 in Review

Weatherly Asset Management sold out of Dominion Energy (D) in Q2 2021, closing a stake of 2,900 shares — an estimated $220K sold.

Weatherly Asset Management first reported a position in D in Q1 2021 and held it in 1 quarter. The position peaked at $220K in Q1 2021. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

  • Weatherly Asset Management reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
  • Weatherly Asset Management sold 2,900 Dominion Energy shares in Q2 2021, an estimated $220K.
  • Weatherly Asset Management first reported a position in Dominion Energy in Q1 2021 and held it in 1 quarter.
  • Weatherly Asset Management's Dominion Energy position peaked at $220K in Q1 2021.
  • 1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Weatherly Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.