WFA of San Diego’s Dominion Energy D Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-113	Closed	-$9K	–	148
2022 Q2	$9K	Buy	+113	New	+$9.33K	0.01%	277

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFA of San Diego's D Position: Q3 2022 in Review

WFA of San Diego sold out of Dominion Energy (D) in Q3 2022, closing a stake of 113 shares — an estimated $9K sold.

WFA of San Diego first reported a position in D in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

WFA of San Diego reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
WFA of San Diego sold 113 Dominion Energy shares in Q3 2022, an estimated $9K.
WFA of San Diego first reported a position in Dominion Energy in Q2 2022 and held it in 1 quarter.
WFA of San Diego's Dominion Energy position peaked at $9K in Q2 2022.
1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on WFA of San Diego's 13F filing for Q3 2022, filed 18 Oct 2022.