Wipfli Financial Advisors’s Dominion Energy D Stock Holding History

Wipfli 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 Q3	$365K	Buy	+5,275	New	+$426K	0.03%	286

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

Wipfli Financial Advisors's D Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dominion Energy (D) in Q3 2022: 5,275 shares worth $365K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Wipfli Financial Advisors held 5,275 shares of Dominion Energy worth $365K as of Q3 2022.
Dominion Energy was a new Wipfli Financial Advisors position in Q3 2022.
Dominion Energy made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #286 holding.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.