Intersect Capital’s Dominion Energy D Stock Holding History

Intersect Capital’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	$228K	Buy	2,858 +52	+2%	+$4.29K	0.07%	294
2022 Q1	$238K	Buy	2,806 +24	+0.9%	+$1.93K	0.05%	373
2021 Q4	$219K	Sell	2,782 -120	-4%	-$9.03K	0.04%	391
2021 Q3	$212K	Sell	2,902 -59	-2%	-$4.5K	0.04%	364
2021 Q2	$218K	Buy	2,961 +84	+3%	+$6.48K	0.04%	332
2021 Q1	$219K	Buy	+2,877	New	+$209K	0.04%	302
2020 Q4	–	Sell	-2,779	Closed	-$219K	–	293
2020 Q3	$219K	Sell	2,779 -134	-5%	-$10.5K	0.06%	213
2020 Q2	$236K	Buy	+2,913	New	+$234K	0.08%	162
2015 Q2	–	Sell	-899	Closed	-$64K	–	167
2015 Q1	$64K	Hold	899	–	–	0.05%	162
2014 Q4	$69K	Buy	+899	New	+$65.1K	0.06%	157

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

Intersect Capital's D Position: Q2 2022 in Review

Intersect Capital increased its Dominion Energy (D) stake by 1.9% in Q2 2022, buying an estimated $4.29K and bringing the position to 2,858 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #294.

Intersect Capital first reported a position in D in Q4 2014 and has held it in 10 quarters since. The position peaked at $238K in Q1 2022. 1,519 funds tracked by Wall St. Rank hold D as of Q2 2022.

Intersect Capital held 2,858 shares of Dominion Energy worth $228K as of Q2 2022.
Intersect Capital bought 52 Dominion Energy shares in Q2 2022, an estimated $4.29K.
Dominion Energy made up 0.07% of Intersect Capital's portfolio in Q2 2022, its #294 holding.
Intersect Capital first reported a position in Dominion Energy in Q4 2014 and has held it in 10 quarters since.
Intersect Capital's Dominion Energy position peaked at $238K in Q1 2022.
1,519 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.