DLA
D icon

Douglas Lane & Associates’s Dominion Energy D Stock Holding History

Douglas Lane & Associates’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
Q1 		– Sell
-2,888
Closed -$227K – 225
2021
Q4 		$227K Sell
2,888
-129
-4% -$9.71K ﹤0.01% 222
2021
Q3 		$220K Buy
3,017
+49
+2% +$3.74K ﹤0.01% 218
2021
Q2 		$218K Buy
2,968
+83
+3% +$6.41K ﹤0.01% 216
2021
Q1 		$219K Sell
2,885
-840
-23% -$61K ﹤0.01% 206
2020
Q4 		$280K Hold
3,725
– – ﹤0.01% 187
2020
Q3 		$294K Buy
+3,725
New +$293K 0.01% 177
2019
Q4 		– Sell
-2,568
Closed -$208K – 212
2019
Q3 		$208K Sell
2,568
-250
-9% -$19.3K ﹤0.01% 206
2019
Q2 		$218K Buy
+2,818
New +$215K ﹤0.01% 206
2018
Q1 		– Sell
-2,940
Closed -$238K – 197
2017
Q4 		$238K Buy
2,940
+263
+10% +$21.3K 0.01% 190
2017
Q3 		$206K Sell
2,677
-506
-16% -$39.4K ﹤0.01% 201
2017
Q2 		$244K Buy
3,183
+293
+10% +$23K 0.01% 191
2017
Q1 		$224K Sell
2,890
-433
-13% -$32.8K 0.01% 197
2016
Q4 		$255K Buy
3,323
+533
+19% +$39.3K 0.01% 194
2016
Q3 		$207K Sell
2,790
-698
-20% -$53.2K 0.01% 201
2016
Q2 		$272K Sell
3,488
-746
-18% -$54.1K 0.01% 198
2016
Q1 		$318K Buy
+4,234
New +$300K 0.01% 190

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Douglas Lane & Associates's D Position: Q1 2022 in Review

Douglas Lane & Associates sold out of Dominion Energy (D) in Q1 2022, closing a stake of 2,888 shares — an estimated $227K sold.

Douglas Lane & Associates first reported a position in D in Q1 2016 and held it in 16 quarters. The position peaked at $318K in Q1 2016. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Douglas Lane & Associates reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Douglas Lane & Associates sold 2,888 Dominion Energy shares in Q1 2022, an estimated $227K.
  • Douglas Lane & Associates first reported a position in Dominion Energy in Q1 2016 and held it in 16 quarters.
  • Douglas Lane & Associates's Dominion Energy position peaked at $318K in Q1 2016.
  • 1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Douglas Lane & Associates's 13F filing for Q1 2022, filed 25 Apr 2022.