JP Morgan Private Wealth Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.26M | Buy |
117,779
+182
| +0.2% | +$9.04K | 0.02% | 493 |
|
|
2023
Q2 | $6.09M | Sell |
117,597
-29,053
| -20% | -$1.58M | 0.03% | 305 |
|
|
2023
Q1 | $8.2M | Buy |
146,650
+25,965
| +22% | +$1.52M | 0.02% | 480 |
|
|
2022
Q4 | $7.4M | Sell |
120,685
-77,718
| -39% | -$4.88M | 0.02% | 489 |
|
|
2022
Q3 | $13.7M | Buy |
198,403
+71,066
| +56% | +$5.74M | 0.04% | 339 |
|
|
2022
Q2 | $10.2M | Buy |
127,337
+1,847
| +1% | +$153K | 0.03% | 399 |
|
|
2022
Q1 | $10.7M | Buy |
125,490
+10,901
| +10% | +$876K | 0.02% | 428 |
|
|
2021
Q4 | $9M | Sell |
114,589
-2,548
| -2% | -$192K | 0.02% | 460 |
|
|
2021
Q3 | $8.55M | Buy |
117,137
+4,579
| +4% | +$349K | 0.02% | 463 |
|
|
2021
Q2 | $8.28M | Buy |
112,558
+8,343
| +8% | +$644K | 0.02% | 460 |
|
|
2021
Q1 | $7.92M | Sell |
104,215
-122,662
| -54% | -$8.91M | 0.03% | 408 |
|
|
2020
Q4 | $17.1M | Sell |
226,877
-100,877
| -31% | -$8.01M | 0.06% | 285 |
|
|
2020
Q3 | $25.9M | Buy |
327,754
+91,317
| +39% | +$7.17M | 0.1% | 184 |
|
|
2020
Q2 | $19.2M | Buy |
236,437
+4,491
| +2% | +$360K | 0.09% | 193 |
|
|
2020
Q1 | $16.7M | Buy |
231,946
+2,709
| +1% | +$221K | 0.09% | 193 |
|
|
2019
Q4 | $19M | Buy |
229,237
+9,556
| +4% | +$781K | 0.09% | 204 |
|
|
2019
Q3 | $17.8M | Buy |
219,681
+69,537
| +46% | +$5.38M | 0.09% | 203 |
|
|
2019
Q2 | $11.6M | Buy |
150,144
+11,857
| +9% | +$904K | 0.06% | 255 |
|
|
2019
Q1 | $10.6M | Buy |
138,287
+19,268
| +16% | +$1.41M | 0.06% | 279 |
|
|
2018
Q4 | $8.51M | Sell |
119,019
-25,883
| -18% | -$1.89M | 0.05% | 277 |
|
|
2018
Q3 | $10.2M | Buy |
144,902
+324
| +0.2% | +$22.9K | 0.05% | 295 |
|
|
2018
Q2 | $9.86M | Buy |
144,578
+66,022
| +84% | +$4.3M | 0.06% | 277 |
|
|
2018
Q1 | $5.3M | Buy |
78,556
+2,151
| +3% | +$159K | 0.04% | 315 |
|
|
2017
Q4 | $6.19M | Sell |
76,405
-1,946
| -2% | -$158K | 0.04% | 299 |
|
|
2017
Q3 | $6.03M | Sell |
78,351
-960
| -1% | -$74.7K | 0.04% | 288 |
|
|
2017
Q2 | $6.08M | Sell |
79,311
-34,238
| -30% | -$2.69M | 0.05% | 276 |
|
|
2017
Q1 | $8.81M | Buy |
113,549
+7,212
| +7% | +$546K | 0.07% | 233 |
|
|
2016
Q4 | $8.14M | Buy |
106,337
+17,004
| +19% | +$1.25M | 0.07% | 215 |
|
|
2016
Q3 | $6.63M | Buy |
89,333
+13,163
| +17% | +$1M | 0.06% | 244 |
|
|
2016
Q2 | $5.93M | Buy |
76,170
+18,194
| +31% | +$1.32M | 0.06% | 246 |
|
|
2016
Q1 | $4.36M | Buy |
57,976
+17,349
| +43% | +$1.23M | 0.04% | 267 |
|
|
2015
Q4 | $2.75M | Sell |
40,627
-338
| -0.8% | -$23.3K | 0.03% | 317 |
|
|
2015
Q3 | $2.88M | Sell |
40,965
-5,359
| -12% | -$377K | 0.04% | 285 |
|
|
2015
Q2 | $3.1M | Sell |
46,324
-1,145
| -2% | -$80.6K | 0.04% | 302 |
|
|
2015
Q1 | $3.36M | Buy |
47,469
+1,186
| +3% | +$88K | 0.04% | 296 |
|
|
2014
Q4 | $3.56M | Buy |
46,283
+3,793
| +9% | +$275K | 0.04% | 287 |
|
|
2014
Q3 | $2.94M | Buy |
42,490
+7,433
| +21% | +$513K | 0.04% | 315 |
|
|
2014
Q2 | $2.51M | Sell |
35,057
-2,764
| -7% | -$194K | 0.04% | 263 |
|
|
2014
Q1 | $2.69M | Buy |
37,821
+1,656
| +5% | +$113K | 0.05% | 254 |
|
|
2013
Q4 | $2.34M | Buy |
36,165
+670
| +2% | +$43.1K | 0.05% | 238 |
|
|
2013
Q3 | $2.22M | Buy |
35,495
+655
| +2% | +$38.9K | 0.05% | 238 |
|
|
2013
Q2 | $1.98M | Buy |
+34,840
| New | +$2.04M | 0.05% | 242 |
|
Other funds holding D
JP Morgan Private Wealth Advisors's D Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors increased its Dominion Energy (D) stake by 0.15% in Q3 2023, buying an estimated $9.04K and bringing the position to 117,779 shares worth $5.26M. The position accounts for 0.02% of the portfolio, ranked #493.
JP Morgan Private Wealth Advisors first reported a position in D in Q2 2013 and has held it in 42 quarters since. The position peaked at $25.9M in Q3 2020. 1,204 funds tracked by Wall St. Rank hold D as of Q3 2023.
- JP Morgan Private Wealth Advisors held 117,779 shares of Dominion Energy worth $5.26M as of Q3 2023.
- JP Morgan Private Wealth Advisors bought 182 Dominion Energy shares in Q3 2023, an estimated $9.04K.
- Dominion Energy made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #493 holding.
- JP Morgan Private Wealth Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Dominion Energy position peaked at $25.9M in Q3 2020.
- 1,204 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.