KLCM Advisors’s Dominion Energy D Stock Holding History

KLCM Advisors’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	-3,056	Closed	-$244K	–	118
2022 Q2	$244K	Buy	+3,056	New	+$252K	0.05%	97

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

KLCM Advisors's D Position: Q3 2022 in Review

KLCM Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 3,056 shares — an estimated $244K sold.

KLCM Advisors first reported a position in D in Q2 2022 and held it in 1 quarter. The position peaked at $244K in Q2 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

KLCM Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
KLCM Advisors sold 3,056 Dominion Energy shares in Q3 2022, an estimated $244K.
KLCM Advisors first reported a position in Dominion Energy in Q2 2022 and held it in 1 quarter.
KLCM Advisors's Dominion Energy position peaked at $244K in Q2 2022.
1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on KLCM Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.