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B. Riley Wealth Management’s Dominion Energy D Stock Holding History

B. Riley 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 		$1.85K Sell
23,134
-4,973
-18% -$411K ﹤0.01% 218
2022
Q1 		$2.39M Sell
28,107
-994
-3% -$79.8K 0.18% 114
2021
Q4 		$2.29M Sell
29,101
-3,054
-9% -$230K 0.16% 132
2021
Q3 		$2.35M Sell
32,155
-6,246
-16% -$476K 0.18% 118
2021
Q2 		$2.83M Sell
38,401
-12,349
-24% -$953K 0.31% 80
2021
Q1 		$3.85M Sell
50,750
-28,442
-36% -$2.07M 0.45% 57
2020
Q4 		$5.96M Buy
79,192
+1
+0% +$79 0.77% 37
2020
Q3 		$6.25M Sell
79,191
-428
-0.5% -$33.6K 0.74% 35
2020
Q2 		$6.46M Buy
79,619
+1,633
+2% +$131K 0.71% 35
2020
Q1 		$5.63M Buy
77,986
+73,085
+1,491% +$5.97M 0.59% 43
2019
Q4 		$406K Sell
4,901
-88
-2% -$7.19K 0.06% 239
2019
Q3 		$404K Buy
4,989
+660
+15% +$51K 0.07% 231
2019
Q2 		$335 Sell
4,329
-22
-0.5% -$1.68K 0.05% 265
2019
Q1 		$334K Buy
+4,351
New +$318K 0.06% 259
2015
Q3 		– Sell
-1,708
Closed -$114K – 264
2015
Q2 		$114K Sell
1,708
-297
-15% -$20.9K 0.09% 249
2015
Q1 		$142K Sell
2,005
-446
-18% -$33.1K 0.11% 232
2014
Q4 		$188K Sell
2,451
-379
-13% -$27.4K 0.15% 167
2014
Q3 		$195K Buy
2,830
+6
+0.2% +$414 0.14% 197
2014
Q2 		$201K Buy
2,824
+6
+0.2% +$421 0.13% 211
2014
Q1 		$200K Buy
+2,818
New +$192K 0.15% 187

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's D Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Dominion Energy (D) stake by 18% in Q2 2022, selling an estimated $411K and leaving 23,134 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

B. Riley Wealth Management first reported a position in D in Q1 2014 and has held it in 20 quarters since. The position peaked at $6.46M in Q2 2020. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • B. Riley Wealth Management held 23,134 shares of Dominion Energy worth $1.85K as of Q2 2022.
  • B. Riley Wealth Management sold 4,973 Dominion Energy shares in Q2 2022, an estimated $411K.
  • Dominion Energy made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #218 holding.
  • B. Riley Wealth Management first reported a position in Dominion Energy in Q1 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Management's Dominion Energy position peaked at $6.46M in Q2 2020.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.