BDO Wealth Advisors’s Dominion Energy D Stock Holding History

BDO Wealth 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
2023 Q2	$76.4K	Hold	1,475	–	–	0.01%	369
2023 Q1	$82.5K	Sell	1,475 -150	-9%	-$8.78K	0.01%	346
2022 Q4	$99.6K	Hold	1,625	–	–	0.01%	331
2022 Q3	$112K	Buy	1,625 +150	+10%	+$12.1K	0.01%	316
2022 Q2	$118K	Hold	1,475	–	–	0.01%	309
2022 Q1	$125K	Sell	1,475 -63	-4%	-$5.06K	0.01%	312
2021 Q4	$121K	Buy	1,538 +63	+4%	+$4.74K	0.01%	331
2021 Q3	$108K	Hold	1,475	–	–	0.01%	346
2021 Q2	$109K	Hold	1,475	–	–	0.01%	358
2021 Q1	$112K	Hold	1,475	–	–	0.01%	345
2020 Q4	$111K	Hold	1,475	–	–	0.02%	276
2020 Q3	$116K	Hold	1,475	–	–	0.02%	259
2020 Q2	$120K	Hold	1,475	–	–	0.02%	263
2020 Q1	$106K	Buy	1,475 +1,420	+2,582%	+$116K	0.02%	266
2019 Q4	$5K	Hold	55	–	–	﹤0.01%	480
2019 Q3	$4K	Sell	55 -246	-82%	-$19K	﹤0.01%	526
2019 Q2	$23K	Sell	301 -750	-71%	-$57.2K	0.01%	378
2019 Q1	$81K	Buy	1,051 +701	+200%	+$51.2K	0.02%	240
2018 Q4	$25K	Hold	350	–	–	0.01%	318
2018 Q3	$25K	Hold	350	–	–	0.01%	359
2018 Q2	$24K	Buy	+350	New	+$22.8K	0.01%	366
2018 Q1	–	Sell	-316	Closed	-$26K	–	580
2017 Q4	$26K	Buy	316 +15	+5%	+$1.22K	0.01%	254
2017 Q3	$23K	Sell	301 -567	-65%	-$44.1K	0.01%	254
2017 Q2	$66K	Buy	+868	New	+$68.2K	0.03%	210

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

BDO Wealth Advisors's D Position: Q2 2023 in Review

BDO Wealth Advisors held its Dominion Energy (D) position steady in Q2 2023 at 1,475 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #369.

BDO Wealth Advisors first reported a position in D in Q2 2017 and has held it in 24 quarters since. The position peaked at $125K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

BDO Wealth Advisors held 1,475 shares of Dominion Energy worth $76.4K as of Q2 2023.
BDO Wealth Advisors left its Dominion Energy share count unchanged in Q2 2023.
Dominion Energy made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #369 holding.
BDO Wealth Advisors first reported a position in Dominion Energy in Q2 2017 and has held it in 24 quarters since.
BDO Wealth Advisors's Dominion Energy position peaked at $125K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.