Kavar Capital Partners Group’s Dominion Energy D Stock Holding History

Kavar Capital Partners Group’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	-10,580	Closed	-$844K	–	145
2022 Q2	$844K	Buy	+10,580	New	+$874K	0.2%	90
2019 Q3	–	Sell	-17	Closed	-$1K	–	205
2019 Q2	$1K	Buy	+17	New	+$1.29K	﹤0.01%	480
2016 Q1	–	Sell	-1,200	Closed	-$81K	–	156
2015 Q4	$81K	Sell	1,200 -40	-3%	-$2.76K	0.05%	142
2015 Q3	$87K	Buy	1,240 +40	+3%	+$2.81K	0.06%	137
2015 Q2	$80K	Buy	+1,200	New	+$84.4K	0.05%	155
2014 Q2	–	Sell	-1,200	Closed	-$85K	–	195
2014 Q1	$85K	Hold	1,200	–	–	0.07%	166
2013 Q4	$77K	Buy	+1,200	New	+$77.2K	0.07%	164

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kavar Capital Partners Group's D Position: Q3 2022 in Review

Kavar Capital Partners Group sold out of Dominion Energy (D) in Q3 2022, closing a stake of 10,580 shares — an estimated $844K sold.

Kavar Capital Partners Group first reported a position in D in Q4 2013 and held it in 7 quarters. The position peaked at $844K in Q2 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Kavar Capital Partners Group reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 10,580 Dominion Energy shares in Q3 2022, an estimated $844K.
Kavar Capital Partners Group first reported a position in Dominion Energy in Q4 2013 and held it in 7 quarters.
Kavar Capital Partners Group's Dominion Energy position peaked at $844K in Q2 2022.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Kavar Capital Partners Group's 13F filing for Q3 2022, filed 8 Nov 2022.