American Research & Management Company’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
Q3 | $11K | Hold |
166
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $13K | Hold |
166
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $14K | Hold |
166
| – | – | ﹤0.01% | 285 |
|
|
2021
Q4 | $13K | Hold |
166
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $12K | Hold |
166
| – | – | ﹤0.01% | 287 |
|
|
2021
Q2 | $12K | Hold |
166
| – | – | ﹤0.01% | 296 |
|
|
2021
Q1 | $13K | Sell |
166
-300
| -64% | -$21.8K | ﹤0.01% | 277 |
|
|
2020
Q4 | $35K | Buy |
466
+300
| +181% | +$23.8K | 0.01% | 220 |
|
|
2020
Q3 | $13K | Hold |
166
| – | – | ﹤0.01% | 255 |
|
|
2020
Q2 | $13K | Hold |
166
| – | – | ﹤0.01% | 257 |
|
|
2020
Q1 | $12K | Hold |
166
| – | – | ﹤0.01% | 250 |
|
|
2019
Q4 | $14K | Sell |
166
-182
| -52% | -$14.9K | ﹤0.01% | 262 |
|
|
2019
Q3 | $28K | Hold |
348
| – | – | 0.01% | 227 |
|
|
2019
Q2 | $27K | Hold |
348
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $27K | Hold |
348
| – | – | 0.01% | 260 |
|
|
2018
Q4 | $25K | Hold |
348
| – | – | 0.01% | 220 |
|
|
2018
Q3 | $24K | Hold |
348
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $24K | Hold |
348
| – | – | 0.01% | 213 |
|
|
2018
Q1 | $23K | Sell |
348
-1,075
| -76% | -$79.4K | 0.01% | 234 |
|
|
2017
Q4 | $115K | Buy |
1,423
+875
| +160% | +$70.9K | 0.04% | 142 |
|
|
2017
Q3 | $42K | Hold |
548
| – | – | 0.01% | 198 |
|
|
2017
Q2 | $42K | Hold |
548
| – | – | 0.01% | 185 |
|
|
2017
Q1 | $43K | Hold |
548
| – | – | 0.02% | 173 |
|
|
2016
Q4 | $42K | Hold |
548
| – | – | 0.01% | 186 |
|
|
2016
Q3 | $41K | Hold |
548
| – | – | 0.01% | 190 |
|
|
2016
Q2 | $43K | Hold |
548
| – | – | 0.02% | 175 |
|
|
2016
Q1 | $41K | Hold |
548
| – | – | 0.02% | 179 |
|
|
2015
Q4 | $37K | Hold |
548
| – | – | 0.02% | 185 |
|
|
2015
Q3 | $39K | Sell |
548
-275
| -33% | -$19.3K | 0.02% | 181 |
|
|
2015
Q2 | $55K | Hold |
823
| – | – | 0.02% | 165 |
|
|
2015
Q1 | $58K | Hold |
823
| – | – | 0.02% | 165 |
|
|
2014
Q4 | $63K | Sell |
823
-100
| -11% | -$7.24K | 0.02% | 160 |
|
|
2014
Q3 | $64K | Hold |
923
| – | – | 0.02% | 159 |
|
|
2014
Q2 | $66K | Hold |
923
| – | – | 0.02% | 161 |
|
|
2014
Q1 | $66K | Hold |
923
| – | – | 0.02% | 158 |
|
|
2013
Q4 | $60K | Buy |
923
+375
| +68% | +$24.1K | 0.02% | 164 |
|
|
2013
Q3 | $34K | Hold |
548
| – | – | 0.01% | 193 |
|
|
2013
Q2 | $31K | Buy |
+548
| New | +$32.1K | 0.01% | 194 |
|
Other funds holding D
American Research & Management Company's D Position: Q3 2022 in Review
American Research & Management Company held its Dominion Energy (D) position steady in Q3 2022 at 166 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #285.
American Research & Management Company first reported a position in D in Q2 2013 and has held it in 38 quarters since. The position peaked at $115K in Q4 2017. 1,443 funds tracked by Wall St. Rank hold D as of Q3 2022.
- American Research & Management Company held 166 shares of Dominion Energy worth $11K as of Q3 2022.
- American Research & Management Company left its Dominion Energy share count unchanged in Q3 2022.
- Dominion Energy made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #285 holding.
- American Research & Management Company first reported a position in Dominion Energy in Q2 2013 and has held it in 38 quarters since.
- American Research & Management Company's Dominion Energy position peaked at $115K in Q4 2017.
- 1,443 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.
Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.