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Court Place Advisors’s Dominion Energy D Stock Holding History

Court Place 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
Q2 		– Sell
-2,486
Closed -$211K – 168
2022
Q1 		$211K Sell
2,486
-100
-4% -$8.03K 0.07% 167
2021
Q4 		$203K Buy
+2,586
New +$195K 0.06% 179
2021
Q3 		– Sell
-2,786
Closed -$205K – 180
2021
Q2 		$205K Hold
2,786
– – 0.06% 176
2021
Q1 		$212K Hold
2,786
– – 0.07% 173
2020
Q4 		$210K Sell
2,786
-306
-10% -$24.3K 0.07% 164
2020
Q3 		$244K Sell
3,092
-2,314
-43% -$182K 0.09% 145
2020
Q2 		$439K Hold
5,406
– – 0.17% 105
2020
Q1 		$390K Buy
5,406
+630
+13% +$51.4K 0.17% 109
2019
Q4 		$396K Buy
4,776
+90
+2% +$7.35K 0.14% 127
2019
Q3 		$380K Sell
4,686
-110
-2% -$8.51K 0.15% 125
2019
Q2 		$371K Sell
4,796
-280
-6% -$21.3K 0.15% 126
2019
Q1 		$389K Buy
5,076
+63
+1% +$4.6K 0.16% 120
2018
Q4 		$358K Buy
5,013
+2,150
+75% +$157K 0.16% 121
2018
Q3 		$201K Buy
+2,863
New +$203K 0.08% 171
2018
Q1 		– Sell
-2,918
Closed -$237K – 172
2017
Q4 		$237K Hold
2,918
– – 0.1% 150
2017
Q3 		$224K Hold
2,918
– – 0.1% 153
2017
Q2 		$224K Hold
2,918
– – 0.11% 148
2017
Q1 		$227K Buy
2,918
+28
+1% +$2.12K 0.11% 143
2016
Q4 		$221K Buy
2,890
+72
+3% +$5.31K 0.12% 135
2016
Q3 		$209K Sell
2,818
-138
-5% -$10.5K 0.12% 135
2016
Q2 		$230K Hold
2,956
– – 0.13% 129
2016
Q1 		$222K Hold
2,956
– – 0.14% 126
2015
Q4 		$200K Buy
+2,956
New +$204K 0.13% 129

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

Court Place Advisors's D Position: Q2 2022 in Review

Court Place Advisors sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,486 shares — an estimated $211K sold.

Court Place Advisors first reported a position in D in Q4 2015 and held it in 23 quarters. The position peaked at $439K in Q2 2020. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Court Place Advisors reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Court Place Advisors sold 2,486 Dominion Energy shares in Q2 2022, an estimated $211K.
  • Court Place Advisors first reported a position in Dominion Energy in Q4 2015 and held it in 23 quarters.
  • Court Place Advisors's Dominion Energy position peaked at $439K in Q2 2020.
  • 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Court Place Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.