Websterrogers Financial Advisors’s Dominion Energy D Stock Holding History

Websterrogers Financial 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
2022 Q2	–	Sell	-2,628	Closed	-$227K	–	58
2022 Q1	$227K	Buy	+2,628	New	+$211K	0.12%	62
2021 Q3	–	Sell	-3,613	Closed	-$274K	–	61
2021 Q2	$274K	Sell	3,613 -70	-2%	-$5.4K	0.07%	52
2021 Q1	$280K	Hold	3,683	–	–	0.08%	44
2020 Q4	$261K	Buy	+3,683	New	+$293K	0.08%	42

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Websterrogers Financial Advisors's D Position: Q2 2022 in Review

Websterrogers Financial Advisors sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,628 shares — an estimated $227K sold.

Websterrogers Financial Advisors first reported a position in D in Q4 2020 and held it in 4 quarters. The position peaked at $280K in Q1 2021. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

Websterrogers Financial Advisors reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 2,628 Dominion Energy shares in Q2 2022, an estimated $227K.
Websterrogers Financial Advisors first reported a position in Dominion Energy in Q4 2020 and held it in 4 quarters.
Websterrogers Financial Advisors's Dominion Energy position peaked at $280K in Q1 2021.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.