WI
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Wintrust Investments’s Dominion Energy D Stock Holding History

Wintrust Investments’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
-2,368
Closed -$201K – 385
2022
Q1 		$201K Buy
+2,368
New +$190K 0.02% 393
2021
Q4 		– Sell
-3,266
Closed -$238K – 423
2021
Q3 		$238K Sell
3,266
-178
-5% -$13.6K 0.03% 246
2021
Q2 		$253K Buy
3,444
+1
+0% +$77 0.03% 369
2021
Q1 		$261K Sell
3,443
-427
-11% -$31K 0.03% 349
2020
Q4 		$291K Buy
3,870
+55
+1% +$4.37K 0.08% 135
2020
Q3 		$301K Sell
3,815
-95
-2% -$7.46K 0.04% 266
2020
Q2 		$317K Buy
3,910
+110
+3% +$8.82K 0.04% 264
2020
Q1 		$274K Buy
3,800
+2
+0.1% +$163 0.05% 251
2019
Q4 		$315K Buy
3,798
+1
+0% +$82 0.04% 279
2019
Q3 		$308K Sell
3,797
-250
-6% -$19.3K 0.05% 279
2019
Q2 		$313K Sell
4,047
-78
-2% -$5.94K 0.05% 282
2019
Q1 		$316K Buy
4,125
+955
+30% +$69.7K 0.05% 264
2018
Q4 		$227K Sell
3,170
-1,022
-24% -$74.7K 0.04% 292
2018
Q3 		$295K Buy
+4,192
New +$297K 0.05% 289

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wintrust Investments's D Position: Q2 2022 in Review

Wintrust Investments sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,368 shares — an estimated $201K sold.

Wintrust Investments first reported a position in D in Q3 2018 and held it in 14 quarters. The position peaked at $317K in Q2 2020. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Wintrust Investments reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Wintrust Investments sold 2,368 Dominion Energy shares in Q2 2022, an estimated $201K.
  • Wintrust Investments first reported a position in Dominion Energy in Q3 2018 and held it in 14 quarters.
  • Wintrust Investments's Dominion Energy position peaked at $317K in Q2 2020.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Wintrust Investments's 13F filing for Q2 2022, filed 15 Aug 2022.