BMC
D icon

Beaton Management Company’s Dominion Energy D Stock Holding History

Beaton Management Company’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 		– Sell
-2,514
Closed -$201K – 125
2022
Q2 		$201K Hold
2,514
– – 0.14% 127
2022
Q1 		$214K Buy
+2,514
New +$202K 0.13% 133
2020
Q3 		– Sell
-2,514
Closed -$204K – 117
2020
Q2 		$204K Buy
+2,514
New +$202K 0.18% 108
2020
Q1 		– Sell
-2,614
Closed -$216K – 107
2019
Q4 		$216K Sell
2,614
-186
-7% -$15.2K 0.17% 114
2019
Q3 		$227K Buy
+2,800
New +$217K 0.18% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaton Management Company's D Position: Q3 2022 in Review

Beaton Management Company sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,514 shares — an estimated $201K sold.

Beaton Management Company first reported a position in D in Q3 2019 and held it in 5 quarters. The position peaked at $227K in Q3 2019. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Beaton Management Company reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Beaton Management Company sold 2,514 Dominion Energy shares in Q3 2022, an estimated $201K.
  • Beaton Management Company first reported a position in Dominion Energy in Q3 2019 and held it in 5 quarters.
  • Beaton Management Company's Dominion Energy position peaked at $227K in Q3 2019.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Beaton Management Company's 13F filing for Q3 2022, filed 14 Nov 2022.