Frontier Wealth Management’s Dominion Energy D Stock Holding History

Frontier 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 Q2	$2.99M	Buy	37,491 +17,921	+92%	+$1.48M	0.22%	104
2022 Q1	$1.71M	Buy	19,570 +8,215	+72%	+$660K	0.02%	136
2021 Q4	$892K	Sell	11,355 -168	-1%	-$12.6K	0.06%	204
2021 Q3	$841K	Buy	11,523 +3,516	+44%	+$268K	0.06%	205
2021 Q2	$589K	Buy	8,007 +1,802	+29%	+$139K	0.04%	243
2021 Q1	$471K	Buy	6,205 +553	+10%	+$40.2K	0.04%	249
2020 Q4	$425K	Buy	5,652 +20	+0.4%	+$1.59K	0.03%	252
2020 Q3	$445K	Buy	5,632 +105	+2%	+$8.25K	0.04%	235
2020 Q2	$449K	Buy	+5,527	New	+$443K	0.04%	227

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frontier Wealth Management's D Position: Q2 2022 in Review

Frontier Wealth Management increased its Dominion Energy (D) stake by 92% in Q2 2022, buying an estimated $1.48M and bringing the position to 37,491 shares worth $2.99M. The position accounts for 0.22% of the portfolio, ranked #104.

Frontier Wealth Management first reported a position in D in Q2 2020 and has held it in 9 quarters since. 1,519 funds tracked by Wall St. Rank hold D as of Q2 2022.

Frontier Wealth Management held 37,491 shares of Dominion Energy worth $2.99M as of Q2 2022.
Frontier Wealth Management bought 17,921 Dominion Energy shares in Q2 2022, an estimated $1.48M.
Dominion Energy made up 0.22% of Frontier Wealth Management's portfolio in Q2 2022, its #104 holding.
Frontier Wealth Management first reported a position in Dominion Energy in Q2 2020 and has held it in 9 quarters since.
1,519 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.