American Portfolios Advisors’s Dominion Energy D Stock Holding History

American Portfolios 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	$1.26M	Sell	18,189 -1,388	-7%	-$112K	0.05%	357
2022 Q2	$1.56M	Sell	19,577 -3,061	-14%	-$253K	0.06%	298
2022 Q1	$1.92M	Buy	22,638 +5,957	+36%	+$478K	0.07%	286
2021 Q4	$1.31M	Buy	16,681 +886	+6%	+$66.7K	0.04%	402
2021 Q3	$1.15M	Buy	15,795 +3,720	+31%	+$284K	0.04%	412
2021 Q2	$888K	Buy	12,075 +919	+8%	+$70.9K	0.03%	498
2021 Q1	$847K	Buy	11,156 +274	+3%	+$19.9K	0.04%	462
2020 Q4	$818K	Sell	10,882 -3,180	-23%	-$253K	0.04%	407
2020 Q3	$1.11M	Buy	14,062 +3,853	+38%	+$303K	0.06%	270
2020 Q2	$829K	Sell	10,209 -1,460	-13%	-$117K	0.05%	313
2020 Q1	$842K	Sell	11,669 -2,462	-17%	-$201K	0.07%	259
2019 Q4	$1.17M	Buy	14,131 +3,702	+35%	+$302K	0.08%	234
2019 Q3	$845K	Buy	10,429 +85	+0.8%	+$6.57K	0.07%	271
2019 Q2	$800K	Buy	10,344 +574	+6%	+$43.7K	0.07%	279
2019 Q1	$749K	Buy	9,770 +767	+9%	+$56K	0.07%	265
2018 Q4	$643K	Sell	9,003 -540	-6%	-$39.5K	0.08%	236
2018 Q3	$671K	Buy	9,543 +692	+8%	+$49K	0.08%	245
2018 Q2	$603K	Buy	8,851 +820	+10%	+$53.4K	0.08%	251
2018 Q1	$542K	Sell	8,031 -163	-2%	-$12K	0.08%	240
2017 Q4	$664K	Buy	+8,194	New	+$664K	0.11%	203

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

American Portfolios Advisors's D Position: Q3 2022 in Review

American Portfolios Advisors reduced its Dominion Energy (D) stake by 7.1% in Q3 2022, selling an estimated $112K and leaving 18,189 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #357.

American Portfolios Advisors first reported a position in D in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.92M in Q1 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

American Portfolios Advisors held 18,189 shares of Dominion Energy worth $1.26M as of Q3 2022.
American Portfolios Advisors sold 1,388 Dominion Energy shares in Q3 2022, an estimated $112K.
Dominion Energy made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #357 holding.
American Portfolios Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Dominion Energy position peaked at $1.92M in Q1 2022.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.