Western Wealth Management’s Dominion Energy D Stock Holding History

Western Wealth 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
2023 Q1	–	Sell	-3,388	Closed	-$208K	–	646
2022 Q4	$208K	Sell	3,388 -8,873	-72%	-$557K	0.02%	567
2022 Q3	$848K	Buy	12,261 +454	+4%	+$36.6K	0.05%	344
2022 Q2	$941K	Sell	11,807 -2,550	-18%	-$211K	0.05%	318
2022 Q1	$1.22M	Buy	14,357 +9,815	+216%	+$788K	0.06%	300
2021 Q4	$359K	Buy	+4,542	New	+$342K	0.04%	412
2021 Q2	$870K	Buy	11,832 +7,632	+182%	+$589K	0.09%	241
2021 Q1	$319K	Buy	4,200 +1,195	+40%	+$86.8K	0.04%	388
2020 Q4	$226K	Buy	3,005 +469	+18%	+$37.3K	0.03%	421
2020 Q3	$200K	Sell	2,536 -180	-7%	-$14.1K	0.03%	416
2020 Q2	$220K	Sell	2,716 -114	-4%	-$9.14K	0.04%	371
2020 Q1	$206K	Buy	2,830 +381	+16%	+$31.1K	0.05%	334
2019 Q4	$203K	Buy	+2,449	New	+$200K	0.03%	385

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Western Wealth Management's D Position: Q1 2023 in Review

Western Wealth Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,388 shares — an estimated $208K sold.

Western Wealth Management first reported a position in D in Q4 2019 and held it in 12 quarters. The position peaked at $1.22M in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Western Wealth Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Western Wealth Management sold 3,388 Dominion Energy shares in Q1 2023, an estimated $208K.
Western Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 12 quarters.
Western Wealth Management's Dominion Energy position peaked at $1.22M in Q1 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.