Bedel Financial Consulting’s Dominion Energy D Stock Holding History

Bedel Financial Consulting’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	-2,843	Closed	-$227K	–	217
2022 Q2	$227K	Sell	2,843 -102	-3%	-$8.42K	0.07%	178
2022 Q1	$250K	Sell	2,945 -10	-0.3%	-$803	0.08%	163
2021 Q4	$232K	Buy	2,955 +10	+0.3%	+$752	0.07%	175
2021 Q3	$215K	Hold	2,945	–	–	0.07%	177
2021 Q2	$217K	Buy	2,945 +200	+7%	+$15.4K	0.08%	174
2021 Q1	$209K	Hold	2,745	–	–	0.08%	171
2020 Q4	$206K	Hold	2,745	–	–	0.09%	149
2020 Q3	$217K	Hold	2,745	–	–	0.11%	133
2020 Q2	$223K	Hold	2,745	–	–	0.12%	118
2020 Q1	$198K	Hold	2,745	–	–	0.13%	117
2019 Q4	$227K	Hold	2,745	–	–	0.13%	129
2019 Q3	$222K	Buy	2,745 +800	+41%	+$61.9K	0.13%	128
2019 Q2	$150K	Hold	1,945	–	–	0.09%	158
2019 Q1	$149K	Buy	1,945 +47	+2%	+$3.43K	0.1%	154
2018 Q4	$136K	Hold	1,898	–	–	0.1%	152
2018 Q3	$137K	Hold	1,898	–	–	0.09%	167
2018 Q2	$129K	Buy	1,898 +577	+44%	+$37.6K	0.09%	171
2018 Q1	$89K	Buy	+1,321	New	+$97.5K	0.07%	211

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bedel Financial Consulting's D Position: Q3 2022 in Review

Bedel Financial Consulting sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,843 shares — an estimated $227K sold.

Bedel Financial Consulting first reported a position in D in Q1 2018 and held it in 18 quarters. The position peaked at $250K in Q1 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Bedel Financial Consulting reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Bedel Financial Consulting sold 2,843 Dominion Energy shares in Q3 2022, an estimated $227K.
Bedel Financial Consulting first reported a position in Dominion Energy in Q1 2018 and held it in 18 quarters.
Bedel Financial Consulting's Dominion Energy position peaked at $250K in Q1 2022.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Bedel Financial Consulting's 13F filing for Q3 2022, filed 8 Nov 2022.