Kings Point Capital Management’s Dominion Energy D Stock Holding History

Kings Point Capital Management’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 Q1	$36K	Buy	423 +2	+0.5%	+$161	﹤0.01%	385
2021 Q4	$33K	Buy	421 +73	+21%	+$5.49K	﹤0.01%	451
2021 Q3	$25K	Buy	348 +1	+0.3%	+$76	﹤0.01%	454
2021 Q2	$26K	Buy	347 +147	+74%	+$11.3K	﹤0.01%	426
2021 Q1	$15K	Hold	200	–	–	﹤0.01%	484
2020 Q4	$15K	Hold	200	–	–	﹤0.01%	447
2020 Q3	$16K	Hold	200	–	–	﹤0.01%	434
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	389
2020 Q1	$14K	Hold	200	–	–	﹤0.01%	413
2019 Q4	$17K	Hold	200	–	–	﹤0.01%	434
2019 Q3	$16K	Sell	200 -900	-82%	-$69.6K	﹤0.01%	423
2019 Q2	$85K	Buy	+1,100	New	+$83.8K	0.02%	207
2017 Q4	–	Sell	-139	Closed	-$11K	–	379
2017 Q3	$11K	Buy	+139	New	+$10.8K	﹤0.01%	351

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

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

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

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

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

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

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

Kings Point Capital Management's D Position: Q1 2022 in Review

Kings Point Capital Management increased its Dominion Energy (D) stake by 0.48% in Q1 2022, buying an estimated $161 and bringing the position to 423 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Kings Point Capital Management first reported a position in D in Q3 2017 and has held it in 13 quarters since. The position peaked at $85K in Q2 2019. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

Kings Point Capital Management held 423 shares of Dominion Energy worth $36K as of Q1 2022.
Kings Point Capital Management bought 2 Dominion Energy shares in Q1 2022, an estimated $161.
Dominion Energy made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #385 holding.
Kings Point Capital Management first reported a position in Dominion Energy in Q3 2017 and has held it in 13 quarters since.
Kings Point Capital Management's Dominion Energy position peaked at $85K in Q2 2019.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.