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Eliot Finkel Investment Counsel’s Dominion Energy D Stock Holding History

Eliot Finkel Investment Counsel’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
-43,325
Closed -$3.68M – 31
2022
Q1 		$3.68M Buy
43,325
+540
+1% +$43.4K 2.17% 22
2021
Q4 		$3.36M Sell
42,785
-1,080
-2% -$81.3K 1.97% 23
2021
Q3 		$3.2M Buy
43,865
+3,140
+8% +$239K 2.05% 23
2021
Q2 		$3M Buy
40,725
+190
+0.5% +$14.7K 1.93% 25
2021
Q1 		$3.08M Sell
40,535
-70
-0.2% -$5.08K 1.98% 23
2020
Q4 		$3.05M Sell
40,605
-170
-0.4% -$13.5K 2.3% 20
2020
Q3 		$3.22M Hold
40,775
– – 2.87% 16
2020
Q2 		$3.31M Hold
40,775
– – 3.28% 16
2020
Q1 		$2.94M Sell
40,775
-115
-0.3% -$9.39K 3.21% 19
2019
Q4 		$3.39M Sell
40,890
-470
-1% -$38.4K 2.19% 24
2019
Q3 		$3.35M Sell
41,360
-1,175
-3% -$90.9K 2.39% 23
2019
Q2 		$3.29M Buy
42,535
+1,000
+2% +$76.2K 2.11% 26
2019
Q1 		$3.18M Buy
41,535
+260
+0.6% +$19K 2.11% 24
2018
Q4 		$2.95M Buy
41,275
+7,910
+24% +$578K 2.16% 23
2018
Q3 		$2.35M Buy
33,365
+2,390
+8% +$169K 1.49% 30
2018
Q2 		$2.11M Sell
30,975
-720
-2% -$46.9K 1.43% 30
2018
Q1 		$2.14M Buy
+31,695
New +$2.34M 1.5% 29

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

Eliot Finkel Investment Counsel's D Position: Q2 2022 in Review

Eliot Finkel Investment Counsel sold out of Dominion Energy (D) in Q2 2022, closing a stake of 43,325 shares — an estimated $3.68M sold.

Eliot Finkel Investment Counsel first reported a position in D in Q1 2018 and held it in 17 quarters. The position peaked at $3.68M in Q1 2022. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Eliot Finkel Investment Counsel reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Eliot Finkel Investment Counsel sold 43,325 Dominion Energy shares in Q2 2022, an estimated $3.68M.
  • Eliot Finkel Investment Counsel first reported a position in Dominion Energy in Q1 2018 and held it in 17 quarters.
  • Eliot Finkel Investment Counsel's Dominion Energy position peaked at $3.68M in Q1 2022.
  • 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Eliot Finkel Investment Counsel's 13F filing for Q2 2022, filed 27 Jul 2022.