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Bellecapital’s Dominion Energy D Stock Holding History

Bellecapital’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
Q2 		– Sell
-2,596
Closed -$221K – 209
2022
Q1 		$221K Hold
2,596
– – 0.07% 183
2021
Q4 		$204K Buy
+2,596
New +$195K 0.06% 189
2019
Q4 		– Sell
-5,920
Closed -$480K – 150
2019
Q3 		$480K Hold
5,920
– – 0.29% 73
2019
Q2 		$458K Sell
5,920
-2,651
-31% -$202K 0.28% 71
2019
Q1 		$657K Buy
+8,571
New +$626K 0.42% 58

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellecapital's D Position: Q2 2022 in Review

Bellecapital sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,596 shares — an estimated $221K sold.

Bellecapital first reported a position in D in Q1 2019 and held it in 5 quarters. The position peaked at $657K in Q1 2019. 1,519 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Bellecapital reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Bellecapital sold 2,596 Dominion Energy shares in Q2 2022, an estimated $221K.
  • Bellecapital first reported a position in Dominion Energy in Q1 2019 and held it in 5 quarters.
  • Bellecapital's Dominion Energy position peaked at $657K in Q1 2019.
  • 1,519 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Bellecapital's 13F filing for Q2 2022, filed 27 Jul 2022.