De Burlo Group’s Dominion Energy D Stock Holding History

De Burlo Group’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	-5,498	Closed	-$439K	–	199
2022 Q2	$439K	Buy	+5,498	New	+$454K	0.13%	46

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

De Burlo Group's D Position: Q3 2022 in Review

De Burlo Group sold out of Dominion Energy (D) in Q3 2022, closing a stake of 5,498 shares — an estimated $439K sold.

De Burlo Group first reported a position in D in Q2 2022 and held it in 1 quarter. The position peaked at $439K in Q2 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

De Burlo Group reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
De Burlo Group sold 5,498 Dominion Energy shares in Q3 2022, an estimated $439K.
De Burlo Group first reported a position in Dominion Energy in Q2 2022 and held it in 1 quarter.
De Burlo Group's Dominion Energy position peaked at $439K in Q2 2022.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on De Burlo Group's 13F filing for Q3 2022, filed 14 Nov 2022.