JPLA
D icon

Joseph P. Lucia & Associates’s Dominion Energy D Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-249
Closed -$20K – 173
2022
Q2 		$20K Hold
249
– – 0.01% 247
2022
Q1 		$21K Buy
+249
New +$20K 0.01% 256

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph P. Lucia & Associates's D Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Dominion Energy (D) in Q3 2022, closing a stake of 249 shares — an estimated $20K sold.

Joseph P. Lucia & Associates first reported a position in D in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 249 Dominion Energy shares in Q3 2022, an estimated $20K.
  • Joseph P. Lucia & Associates first reported a position in Dominion Energy in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Dominion Energy position peaked at $21K in Q1 2022.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.