DeDora Capital’s Dominion Energy D Stock Holding History

DeDora Capital’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	-319	Closed	-$27K	–	174
2022 Q1	$27K	Buy	+319	New	+$25.6K	0.01%	211
2018 Q2	–	Sell	-3,830	Closed	-$258K	–	93
2018 Q1	$258K	Buy	3,830 +72	+2%	+$5.32K	0.21%	79
2017 Q4	$305K	Buy	+3,758	New	+$304K	0.25%	68

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DeDora Capital's D Position: Q2 2022 in Review

DeDora Capital sold out of Dominion Energy (D) in Q2 2022, closing a stake of 319 shares — an estimated $27K sold.

DeDora Capital first reported a position in D in Q4 2017 and held it in 3 quarters. The position peaked at $305K in Q4 2017. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

DeDora Capital reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 319 Dominion Energy shares in Q2 2022, an estimated $27K.
DeDora Capital first reported a position in Dominion Energy in Q4 2017 and held it in 3 quarters.
DeDora Capital's Dominion Energy position peaked at $305K in Q4 2017.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

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