Baker Tilly Wealth Management’s Dominion Energy D Stock Holding History

Baker Tilly 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
2023 Q2	–	Sell	-20,772	Closed	-$1.16M	–	554
2023 Q1	$1.16M	Buy	20,772 +8,630	+71%	+$505K	0.13%	175
2022 Q4	$745K	Sell	12,142 -2,421	-17%	-$152K	0.09%	241
2022 Q3	$1.01M	Buy	14,563 +768	+6%	+$62K	0.14%	162
2022 Q2	$1.1M	Sell	13,795 -143	-1%	-$11.8K	0.14%	149
2022 Q1	$1.18M	Buy	13,938 +427	+3%	+$34.3K	0.13%	160
2021 Q4	$1.06M	Buy	13,511 +1,286	+11%	+$96.8K	0.11%	183
2021 Q3	$893K	Buy	12,225 +1,877	+18%	+$143K	0.12%	186
2021 Q2	$761K	Buy	10,348 +716	+7%	+$55.3K	0.12%	188
2021 Q1	$732K	Buy	9,632 +1,577	+20%	+$115K	0.15%	176
2020 Q4	$606K	Buy	+8,055	New	+$640K	0.19%	129

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Baker Tilly Wealth Management's D Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 20,772 shares — an estimated $1.16M sold.

Baker Tilly Wealth Management first reported a position in D in Q4 2020 and held it in 10 quarters. The position peaked at $1.18M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Baker Tilly Wealth Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 20,772 Dominion Energy shares in Q2 2023, an estimated $1.16M.
Baker Tilly Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 10 quarters.
Baker Tilly Wealth Management's Dominion Energy position peaked at $1.18M in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.