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Westshore Wealth’s Dominion Energy D Stock Holding History

Westshore Wealth’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
Q4 		– Sell
-5,012
Closed -$346K – 106
2022
Q3 		$346K Sell
5,012
-500
-9% -$40.4K 0.24% 47
2022
Q2 		$440K Buy
5,512
+212
+4% +$17.5K 0.29% 41
2022
Q1 		$450K Buy
5,300
+100
+2% +$8.03K 0.3% 41
2021
Q4 		$409K Sell
5,200
-300
-5% -$22.6K 0.28% 48
2021
Q3 		$402K Sell
5,500
-2,248
-29% -$171K 0.32% 44
2021
Q2 		$570K Buy
7,748
+200
+3% +$15.4K 0.29% 58
2021
Q1 		$573K Buy
+7,548
New +$548K 0.33% 49
2019
Q4 		$439K Buy
+5,300
New +$433K 0.48% 43

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westshore Wealth's D Position: Q4 2022 in Review

Westshore Wealth sold out of Dominion Energy (D) in Q4 2022, closing a stake of 5,012 shares — an estimated $346K sold.

Westshore Wealth first reported a position in D in Q4 2019 and held it in 8 quarters. The position peaked at $573K in Q1 2021. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Westshore Wealth reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Westshore Wealth sold 5,012 Dominion Energy shares in Q4 2022, an estimated $346K.
  • Westshore Wealth first reported a position in Dominion Energy in Q4 2019 and held it in 8 quarters.
  • Westshore Wealth's Dominion Energy position peaked at $573K in Q1 2021.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Westshore Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.