Doyle Wealth Management’s Dominion Energy D Stock Holding History

Doyle Wealth 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 Q3	$367K	Buy	5,311 +8	+0.2%	+$646	0.03%	148
2022 Q2	$423K	Sell	5,303 -10	-0.2%	-$826	0.03%	145
2022 Q1	$451K	Sell	5,313 -293	-5%	-$23.5K	0.03%	161
2021 Q4	$440K	Sell	5,606 -1,619	-22%	-$122K	0.03%	155
2021 Q3	$528K	Sell	7,225 -278	-4%	-$21.2K	0.04%	140
2021 Q2	$552K	Sell	7,503 -20,594	-73%	-$1.59M	0.05%	132
2021 Q1	$2.13M	Buy	28,097 +1,033	+4%	+$75K	0.2%	80
2020 Q4	$2.04M	Buy	27,064 +19,586	+262%	+$1.56M	0.21%	77
2020 Q3	$590K	Buy	7,478 +360	+5%	+$28.3K	0.07%	115
2020 Q2	$578K	Buy	7,118 +10	+0.1%	+$802	0.08%	108
2020 Q1	$513K	Sell	7,108 -87	-1%	-$7.1K	0.08%	102
2019 Q4	$596K	Buy	7,195 +9	+0.1%	+$735	0.07%	112
2019 Q3	$582K	Buy	7,186 +264	+4%	+$20.4K	0.08%	107
2019 Q2	$535K	Sell	6,922 -1,402	-17%	-$107K	0.07%	109
2019 Q1	$621K	Buy	8,324 +1,934	+30%	+$141K	0.09%	95
2018 Q4	$457K	Sell	6,390 -937	-13%	-$68.5K	0.08%	107
2018 Q3	$515K	Buy	+7,327	New	+$519K	0.08%	106

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

Doyle Wealth Management's D Position: Q3 2022 in Review

Doyle Wealth Management increased its Dominion Energy (D) stake by 0.15% in Q3 2022, buying an estimated $646 and bringing the position to 5,311 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #148.

Doyle Wealth Management first reported a position in D in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.13M in Q1 2021. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Doyle Wealth Management held 5,311 shares of Dominion Energy worth $367K as of Q3 2022.
Doyle Wealth Management bought 8 Dominion Energy shares in Q3 2022, an estimated $646.
Dominion Energy made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #148 holding.
Doyle Wealth Management first reported a position in Dominion Energy in Q3 2018 and has held it in 17 quarters since.
Doyle Wealth Management's Dominion Energy position peaked at $2.13M in Q1 2021.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.