Advisor Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.72M | Buy |
21,573
+359
| +2% | +$29.6K | 0.12% | 185 |
|
|
2022
Q1 | $1.8M | Buy |
21,214
+484
| +2% | +$38.9K | 0.11% | 181 |
|
|
2021
Q4 | $1.63M | Buy |
20,730
+761
| +4% | +$57.3K | 0.1% | 202 |
|
|
2021
Q3 | $1.46M | Sell |
19,969
-93
| -0.5% | -$7.09K | 0.1% | 196 |
|
|
2021
Q2 | $1.48M | Sell |
20,062
-395
| -2% | -$30.5K | 0.1% | 202 |
|
|
2021
Q1 | $1.55M | Sell |
20,457
-2,867
| -12% | -$208K | 0.11% | 181 |
|
|
2020
Q4 | $1.75M | Sell |
23,324
-6,097
| -21% | -$484K | 0.13% | 152 |
|
|
2020
Q3 | $2.32M | Sell |
29,421
-3,776
| -11% | -$297K | 0.2% | 97 |
|
|
2020
Q2 | $2.69M | Buy |
33,197
+8,527
| +35% | +$684K | 0.25% | 74 |
|
|
2020
Q1 | $1.78M | Buy |
24,670
+3,370
| +16% | +$275K | 0.22% | 103 |
|
|
2019
Q4 | $1.77M | Buy |
21,300
+2,015
| +10% | +$165K | 0.18% | 126 |
|
|
2019
Q3 | $1.56M | Buy |
19,285
+2,157
| +13% | +$167K | 0.19% | 116 |
|
|
2019
Q2 | $1.32M | Buy |
17,128
+530
| +3% | +$40.4K | 0.16% | 119 |
|
|
2019
Q1 | $1.27M | Buy |
16,598
+3,639
| +28% | +$266K | 0.16% | 124 |
|
|
2018
Q4 | $926K | Buy |
12,959
+3,592
| +38% | +$262K | 0.15% | 149 |
|
|
2018
Q3 | $658K | Buy |
9,367
+324
| +4% | +$22.9K | 0.09% | 243 |
|
|
2018
Q2 | $617K | Sell |
9,043
-1,496
| -14% | -$97.4K | 0.1% | 227 |
|
|
2018
Q1 | $711K | Sell |
10,539
-5,364
| -34% | -$396K | 0.13% | 182 |
|
|
2017
Q4 | $1.19M | Buy |
15,903
+1,403
| +10% | +$114K | 0.21% | 106 |
|
|
2017
Q3 | $1.11M | Buy |
14,500
+200
| +1% | +$15.6K | 0.22% | 99 |
|
|
2017
Q2 | $1.1M | Buy |
14,300
+1,463
| +11% | +$115K | 0.26% | 102 |
|
|
2017
Q1 | $996K | Buy |
12,837
+447
| +4% | +$33.8K | 0.27% | 95 |
|
|
2016
Q4 | $949K | Buy |
12,390
+968
| +8% | +$71.3K | 0.29% | 88 |
|
|
2016
Q3 | $848K | Sell |
11,422
-167
| -1% | -$12.7K | 0.28% | 92 |
|
|
2016
Q2 | $903K | Buy |
11,589
+781
| +7% | +$56.7K | 0.32% | 84 |
|
|
2016
Q1 | $812K | Buy |
10,808
+1,353
| +14% | +$95.7K | 0.3% | 94 |
|
|
2015
Q4 | $639K | Buy |
9,455
+1,394
| +17% | +$96.3K | 0.22% | 123 |
|
|
2015
Q3 | $567K | Sell |
8,061
-417
| -5% | -$29.3K | 0.24% | 112 |
|
|
2015
Q2 | $592K | Buy |
8,478
+2,060
| +32% | +$145K | 0.23% | 127 |
|
|
2015
Q1 | $455K | Sell |
6,418
-26
| -0.4% | -$1.93K | 0.19% | 156 |
|
|
2014
Q4 | $495K | Buy |
6,444
+493
| +8% | +$35.7K | 0.22% | 136 |
|
|
2014
Q3 | $411K | Sell |
5,951
-130
| -2% | -$8.97K | 0.24% | 123 |
|
|
2014
Q2 | $435K | Sell |
6,081
-937
| -13% | -$65.7K | 0.21% | 136 |
|
|
2014
Q1 | $498K | Buy |
7,018
+1,347
| +24% | +$92K | 0.27% | 117 |
|
|
2013
Q4 | $367K | Buy |
5,671
+549
| +11% | +$35.3K | 0.21% | 144 |
|
|
2013
Q3 | $320K | Buy |
+5,122
| New | +$304K | 0.23% | 141 |
|
Other funds holding D
Advisor Partners's D Position: Q2 2022 in Review
Advisor Partners increased its Dominion Energy (D) stake by 1.7% in Q2 2022, buying an estimated $29.6K and bringing the position to 21,573 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #185.
Advisor Partners first reported a position in D in Q3 2013 and has held it in 36 quarters since. The position peaked at $2.69M in Q2 2020. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.
- Advisor Partners held 21,573 shares of Dominion Energy worth $1.72M as of Q2 2022.
- Advisor Partners bought 359 Dominion Energy shares in Q2 2022, an estimated $29.6K.
- Dominion Energy made up 0.12% of Advisor Partners's portfolio in Q2 2022, its #185 holding.
- Advisor Partners first reported a position in Dominion Energy in Q3 2013 and has held it in 36 quarters since.
- Advisor Partners's Dominion Energy position peaked at $2.69M in Q2 2020.
- 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.