Altium Wealth Management’s Dominion Energy D Stock Holding History

Altium Wealth Management’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	$992K	Buy	12,432 +2,248	+22%	+$186K	0.07%	160
2022 Q1	$865K	Buy	10,184 +3,720	+58%	+$299K	0.06%	176
2021 Q4	$508K	Buy	6,464 +949	+17%	+$71.4K	0.03%	252
2021 Q3	$403K	Buy	5,515 +639	+13%	+$48.7K	0.03%	264
2021 Q2	$359K	Buy	4,876 +1,906	+64%	+$147K	0.03%	289
2021 Q1	$226K	Buy	+2,970	New	+$216K	0.02%	338
2020 Q4	–	Sell	-3,379	Closed	-$267K	–	355
2020 Q3	$267K	Buy	3,379 +586	+21%	+$46K	0.03%	283
2020 Q2	$227K	Buy	+2,793	New	+$224K	0.03%	294
2019 Q2	–	Sell	-2,659	Closed	-$204K	–	283
2019 Q1	$204K	Sell	2,659 -146	-5%	-$10.7K	0.03%	259
2018 Q4	$200K	Buy	+2,805	New	+$205K	0.04%	244

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Altium Wealth Management's D Position: Q2 2022 in Review

Altium Wealth Management increased its Dominion Energy (D) stake by 22% in Q2 2022, buying an estimated $186K and bringing the position to 12,432 shares worth $992K. The position accounts for 0.07% of the portfolio, ranked #160.

Altium Wealth Management first reported a position in D in Q4 2018 and has held it in 10 quarters since. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

Altium Wealth Management held 12,432 shares of Dominion Energy worth $992K as of Q2 2022.
Altium Wealth Management bought 2,248 Dominion Energy shares in Q2 2022, an estimated $186K.
Dominion Energy made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #160 holding.
Altium Wealth Management first reported a position in Dominion Energy in Q4 2018 and has held it in 10 quarters since.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.