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BerganKDV Wealth Management’s Dominion Energy D Stock Holding History

BerganKDV Wealth Management’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 		$1.18M Buy
22,831
+182
+0.8% +$9.89K 0.12% 124
2023
Q1 		$1.27M Buy
22,649
+2,007
+10% +$117K 0.13% 117
2022
Q4 		$1.27M Sell
20,642
-2,836
-12% -$178K 0.14% 109
2022
Q3 		$1.62M Buy
23,478
+1,447
+7% +$117K 0.19% 100
2022
Q2 		$1.76M Buy
22,031
+106
+0.5% +$8.75K 0.2% 97
2022
Q1 		$1.86M Buy
21,925
+2,337
+12% +$188K 0.2% 94
2021
Q4 		$1.54M Sell
19,588
-909
-4% -$68.4K 0.16% 104
2021
Q3 		$1.5M Sell
20,497
-10
-0% -$763 0.17% 101
2021
Q2 		$1.51M Sell
20,507
-155
-0.8% -$12K 0.18% 96
2021
Q1 		$1.57M Sell
20,662
-1,267
-6% -$92K 0.2% 96
2020
Q4 		$1.65M Sell
21,929
-1,302
-6% -$103K 0.23% 87
2020
Q3 		$1.83M Sell
23,231
-2,132
-8% -$167K 0.29% 74
2020
Q2 		$2.06M Sell
25,363
-2,354
-8% -$189K 0.35% 62
2020
Q1 		$2M Buy
27,717
+3,243
+13% +$265K 0.41% 52
2019
Q4 		$2.03M Sell
24,474
-1,764
-7% -$144K 0.36% 60
2019
Q3 		$2.13M Sell
26,238
-1,383
-5% -$107K 0.42% 51
2019
Q2 		$2.14M Sell
27,621
-838
-3% -$63.9K 0.42% 49
2019
Q1 		$2.18M Buy
28,459
+1,914
+7% +$140K 0.45% 45
2018
Q4 		$1.9M Buy
26,545
+164
+0.6% +$12K 0.44% 41
2018
Q3 		$1.85M Sell
26,381
-443
-2% -$31.4K 0.4% 48
2018
Q2 		$1.83M Buy
26,824
+3,785
+16% +$247K 0.41% 44
2018
Q1 		$1.55M Buy
23,039
+651
+3% +$48.1K 0.42% 47
2017
Q4 		$1.81M Sell
22,388
-169
-0.7% -$13.7K 0.43% 36
2017
Q3 		$1.74M Buy
+22,557
New +$1.75M 0.43% 34

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's D Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Dominion Energy (D) stake by 0.8% in Q2 2023, buying an estimated $9.89K and bringing the position to 22,831 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #124.

BerganKDV Wealth Management first reported a position in D in Q3 2017 and has held it in 24 quarters since. The position peaked at $2.18M in Q1 2019. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • BerganKDV Wealth Management held 22,831 shares of Dominion Energy worth $1.18M as of Q2 2023.
  • BerganKDV Wealth Management bought 182 Dominion Energy shares in Q2 2023, an estimated $9.89K.
  • Dominion Energy made up 0.12% of BerganKDV Wealth Management's portfolio in Q2 2023, its #124 holding.
  • BerganKDV Wealth Management first reported a position in Dominion Energy in Q3 2017 and has held it in 24 quarters since.
  • BerganKDV Wealth Management's Dominion Energy position peaked at $2.18M in Q1 2019.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.