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Bruderman Asset Management’s Dominion Energy D Stock Holding History

Bruderman Asset 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
2022
Q2 		$939K Buy
11,771
+18
+0.2% +$1.49K 1.69% 23
2022
Q1 		$1M Sell
11,753
-8,473
-42% -$681K 1.51% 22
2021
Q4 		$1.59M Sell
20,226
-47,591
-70% -$3.58M 1.21% 25
2021
Q3 		$4.95M Buy
67,817
+718
+1% +$54.7K 1.24% 26
2021
Q2 		$4.94M Buy
67,099
+1,211
+2% +$93.5K 1.53% 26
2021
Q1 		$5M Buy
65,888
+1,571
+2% +$114K 1.39% 24
2020
Q4 		$4.84M Buy
64,317
+3,335
+5% +$265K 1.41% 26
2020
Q3 		$4.81M Sell
60,982
-4,601
-7% -$361K 1.58% 22
2020
Q2 		$5.4M Buy
65,583
+610
+0.9% +$48.9K 1.79% 17
2020
Q1 		$4.54M Buy
64,973
+3,684
+6% +$301K 1.8% 17
2019
Q4 		$5.02M Sell
61,289
-8,595
-12% -$702K 1.57% 22
2019
Q3 		$5.61M Sell
69,884
-5,138
-7% -$397K 1.42% 25
2019
Q2 		$5.8M Buy
75,022
+284
+0.4% +$21.6K 1.37% 30
2019
Q1 		$5.73M Buy
74,738
+587
+0.8% +$42.9K 1.26% 30
2018
Q4 		$5.3M Buy
74,151
+537
+0.7% +$39.2K 1.37% 27
2018
Q3 		$5.17M Buy
73,614
+668
+0.9% +$47.3K 1.19% 34
2018
Q2 		$4.97M Buy
72,946
+20,019
+38% +$1.3M 1.21% 26
2018
Q1 		$3.57M Buy
52,927
+32,534
+160% +$2.4M 0.85% 41
2017
Q4 		$1.65M Buy
+20,393
New +$1.65M 0.42% 54
2016
Q3 		– Sell
-200
Closed -$16K – 383
2016
Q2 		$16K Hold
200
– – 0.01% 282
2016
Q1 		$15K Hold
200
– – 0.01% 291
2015
Q4 		$14K Hold
200
– – 0.01% 311
2015
Q3 		$14K Hold
200
– – 0.01% 311
2015
Q2 		$13K Buy
+200
New +$14.1K 0.01% 330

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bruderman Asset Management's D Position: Q2 2022 in Review

Bruderman Asset Management increased its Dominion Energy (D) stake by 0.15% in Q2 2022, buying an estimated $1.49K and bringing the position to 11,771 shares worth $939K. The position accounts for 1.69% of the portfolio, ranked #23.

Bruderman Asset Management first reported a position in D in Q2 2015 and has held it in 24 quarters since. The position peaked at $5.8M in Q2 2019. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Bruderman Asset Management held 11,771 shares of Dominion Energy worth $939K as of Q2 2022.
  • Bruderman Asset Management bought 18 Dominion Energy shares in Q2 2022, an estimated $1.49K.
  • Dominion Energy made up 1.69% of Bruderman Asset Management's portfolio in Q2 2022, its #23 holding.
  • Bruderman Asset Management first reported a position in Dominion Energy in Q2 2015 and has held it in 24 quarters since.
  • Bruderman Asset Management's Dominion Energy position peaked at $5.8M in Q2 2019.
  • 1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.