Hall Private Wealth Advisors’s Dominion Energy D Stock Holding History

Hall Private Wealth Advisors’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
2023 Q3	–	Sell	-42,579	Closed	-$2.21M	–	41
2023 Q2	$2.21M	Sell	42,579 -2,319	-5%	-$126K	1.19%	22
2023 Q1	$2.51M	Sell	44,898 -62	-0.1%	-$3.63K	1.31%	24
2022 Q4	$2.76M	Buy	+44,960	New	+$2.82M	1.57%	20
2022 Q3	–	Sell	-3,814	Closed	-$304K	–	41
2022 Q2	$304K	Sell	3,814 -80,459	-95%	-$6.64M	0.17%	35
2022 Q1	$7.16M	Sell	84,273 -4,882	-5%	-$392K	3.82%	13
2021 Q4	$7M	Sell	89,155 -10,039	-10%	-$755K	4.35%	10
2021 Q3	$7.24M	Buy	99,194 +16,176	+19%	+$1.23M	4.62%	9
2021 Q2	$6.11M	Buy	+83,018	New	+$6.41M	3.98%	8
2020 Q4	$4.33M	Buy	+57,553	New	+$4.57M	3.57%	12

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hall Private Wealth Advisors's D Position: Q3 2023 in Review

Hall Private Wealth Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 42,579 shares — an estimated $2.21M sold.

Hall Private Wealth Advisors first reported a position in D in Q4 2020 and held it in 9 quarters. The position peaked at $7.24M in Q3 2021. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Hall Private Wealth Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Hall Private Wealth Advisors sold 42,579 Dominion Energy shares in Q3 2023, an estimated $2.21M.
Hall Private Wealth Advisors first reported a position in Dominion Energy in Q4 2020 and held it in 9 quarters.
Hall Private Wealth Advisors's Dominion Energy position peaked at $7.24M in Q3 2021.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.