Eads & Heald Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,192
| Closed | -$255K | – | 146 |
|
|
2022
Q2 | $255K | Buy |
3,192
+800
| +33% | +$66.1K | 0.14% | 138 |
|
|
2022
Q1 | $203K | Sell |
2,392
-572
| -19% | -$45.9K | 0.09% | 147 |
|
|
2021
Q4 | $233K | Sell |
2,964
-385
| -11% | -$29K | 0.1% | 141 |
|
|
2021
Q3 | $245K | Hold |
3,349
| – | – | 0.12% | 133 |
|
|
2021
Q2 | $246K | Buy |
3,349
+185
| +6% | +$14.3K | 0.12% | 128 |
|
|
2021
Q1 | $240K | Hold |
3,164
| – | – | 0.12% | 128 |
|
|
2020
Q4 | $238K | Sell |
3,164
-427
| -12% | -$33.9K | 0.13% | 124 |
|
|
2020
Q3 | $283K | Buy |
3,591
+200
| +6% | +$15.7K | 0.17% | 112 |
|
|
2020
Q2 | $275K | Hold |
3,391
| – | – | 0.17% | 115 |
|
|
2020
Q1 | $245K | Buy |
3,391
+376
| +12% | +$30.7K | 0.17% | 114 |
|
|
2019
Q4 | $250K | Sell |
3,015
-35
| -1% | -$2.86K | 0.13% | 126 |
|
|
2019
Q3 | $247K | Sell |
3,050
-145
| -5% | -$11.2K | 0.14% | 123 |
|
|
2019
Q2 | $247K | Buy |
3,195
+28
| +0.9% | +$2.13K | 0.14% | 120 |
|
|
2019
Q1 | $243K | Buy |
+3,167
| New | +$231K | 0.14% | 120 |
|
|
2018
Q2 | – | Sell |
-11,559
| Closed | -$779K | – | 127 |
|
|
2018
Q1 | $779K | Buy |
11,559
+488
| +4% | +$36K | 0.49% | 87 |
|
|
2017
Q4 | $897K | Sell |
11,071
-15
| -0.1% | -$1.22K | 0.53% | 87 |
|
|
2017
Q3 | $853K | Hold |
11,086
| – | – | 0.53% | 87 |
|
|
2017
Q2 | $850K | Sell |
11,086
-595
| -5% | -$46.8K | 0.55% | 85 |
|
|
2017
Q1 | $906K | Buy |
11,681
+374
| +3% | +$28.3K | 0.58% | 80 |
|
|
2016
Q4 | $866K | Buy |
11,307
+2,162
| +24% | +$159K | 0.59% | 78 |
|
|
2016
Q3 | $679K | Hold |
9,145
| – | – | 0.47% | 90 |
|
|
2016
Q2 | $713K | Sell |
9,145
-88
| -1% | -$6.38K | 0.49% | 85 |
|
|
2016
Q1 | $694K | Hold |
9,233
| – | – | 0.48% | 85 |
|
|
2015
Q4 | $625K | Sell |
9,233
-150
| -2% | -$10.4K | 0.43% | 92 |
|
|
2015
Q3 | $660K | Sell |
9,383
-91
| -1% | -$6.39K | 0.47% | 88 |
|
|
2015
Q2 | $634K | Sell |
9,474
-75
| -0.8% | -$5.28K | 0.42% | 96 |
|
|
2015
Q1 | $677K | Buy |
9,549
+42
| +0.4% | +$3.12K | 0.44% | 97 |
|
|
2014
Q4 | $731K | Sell |
9,507
-293
| -3% | -$21.2K | 0.46% | 90 |
|
|
2014
Q3 | $677K | Sell |
9,800
-645
| -6% | -$44.5K | 0.46% | 87 |
|
|
2014
Q2 | $747K | Sell |
10,445
-165
| -2% | -$11.6K | 0.5% | 84 |
|
|
2014
Q1 | $753K | Sell |
10,610
-135
| -1% | -$9.22K | 0.5% | 83 |
|
|
2013
Q4 | $695K | Sell |
10,745
-235
| -2% | -$15.1K | 0.46% | 90 |
|
|
2013
Q3 | $686K | Sell |
10,980
-715
| -6% | -$42.4K | 0.49% | 87 |
|
|
2013
Q2 | $665K | Buy |
+11,695
| New | +$685K | 0.47% | 86 |
|
Other funds holding D
Eads & Heald Wealth Management's D Position: Q3 2022 in Review
Eads & Heald Wealth Management sold out of Dominion Energy (D) in Q3 2022, closing a stake of 3,192 shares — an estimated $255K sold.
Eads & Heald Wealth Management first reported a position in D in Q2 2013 and held it in 34 quarters. The position peaked at $906K in Q1 2017. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.
- Eads & Heald Wealth Management reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
- Eads & Heald Wealth Management sold 3,192 Dominion Energy shares in Q3 2022, an estimated $255K.
- Eads & Heald Wealth Management first reported a position in Dominion Energy in Q2 2013 and held it in 34 quarters.
- Eads & Heald Wealth Management's Dominion Energy position peaked at $906K in Q1 2017.
- 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.
Based on Eads & Heald Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.