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Beaumont Financial Advisors’s Dominion Energy D Stock Holding History

Beaumont Financial 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
2022
Q3 		– Sell
-2,542
Closed -$203K – 310
2022
Q2 		$203K Sell
2,542
-455
-15% -$37.6K 0.02% 293
2022
Q1 		$255K Sell
2,997
-39
-1% -$3.13K 0.02% 307
2021
Q4 		$239K Buy
3,036
+53
+2% +$3.99K 0.02% 319
2021
Q3 		$218K Sell
2,983
-963
-24% -$73.4K 0.02% 334
2021
Q2 		$290K Sell
3,946
-298
-7% -$23K 0.02% 293
2021
Q1 		$322K Sell
4,244
-87
-2% -$6.32K 0.03% 260
2020
Q4 		$326K Buy
4,331
+14
+0.3% +$1.11K 0.03% 249
2020
Q3 		$341K Sell
4,317
-768
-15% -$60.3K 0.03% 246
2020
Q2 		$413K Buy
5,085
+700
+16% +$56.1K 0.04% 202
2020
Q1 		$317K Buy
4,385
+49
+1% +$4K 0.04% 181
2019
Q4 		$359K Buy
4,336
+1,348
+45% +$110K 0.04% 208
2019
Q3 		$242K Hold
2,988
– – 0.02% 238
2019
Q2 		$231K Buy
2,988
+130
+5% +$9.91K 0.02% 225
2019
Q1 		$219K Buy
+2,858
New +$209K 0.02% 215
2018
Q4 		– Sell
-2,956
Closed -$208K – 200
2018
Q3 		$208K Sell
2,956
-7,665
-72% -$543K 0.02% 218
2018
Q2 		$724K Sell
10,621
-49,867
-82% -$3.25M 0.08% 106
2018
Q1 		$4.08M Buy
60,488
+57,256
+1,772% +$4.23M 0.46% 51
2017
Q4 		$262K Hold
3,232
– – 0.03% 163
2017
Q3 		$249K Buy
3,232
+215
+7% +$16.7K 0.03% 162
2017
Q2 		$231K Sell
3,017
-75,329
-96% -$5.92M 0.03% 164
2017
Q1 		$6.08M Buy
78,346
+5,505
+8% +$416K 0.83% 42
2016
Q4 		$5.58M Sell
72,841
-1,276
-2% -$94K 0.84% 43
2016
Q3 		$5.5M Sell
74,117
-798
-1% -$60.8K 0.87% 41
2016
Q2 		$5.84M Buy
74,915
+11,113
+17% +$806K 0.96% 41
2016
Q1 		$4.52M Buy
63,802
+2,192
+4% +$155K 0.74% 56
2015
Q4 		$4.17M Sell
61,610
-4,950
-7% -$342K 0.69% 50
2015
Q3 		$4.45M Hold
66,560
– – 0.64% 60
2015
Q2 		$4.45M Buy
+66,560
New +$4.68M 0.64% 60

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

Beaumont Financial Advisors's D Position: Q3 2022 in Review

Beaumont Financial Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,542 shares — an estimated $203K sold.

Beaumont Financial Advisors first reported a position in D in Q2 2015 and held it in 28 quarters. The position peaked at $6.08M in Q1 2017. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Beaumont Financial Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,542 Dominion Energy shares in Q3 2022, an estimated $203K.
  • Beaumont Financial Advisors first reported a position in Dominion Energy in Q2 2015 and held it in 28 quarters.
  • Beaumont Financial Advisors's Dominion Energy position peaked at $6.08M in Q1 2017.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Beaumont Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.