Laffer Tengler Investments’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-39,192
Closed -$3.99M 434
2022
Q1
$3.99M Buy
39,192
+191
+0.5% +$19.3K 1.2% 13
2021
Q4
$3.93M Sell
39,001
-326
-0.8% -$32.3K 1.13% 19
2021
Q3
$3.81M Sell
39,327
-550
-1% -$55.1K 1.1% 17
2021
Q2
$3.9M Sell
39,877
-2,044
-5% -$207K 1.46% 8
2021
Q1
$4.16M Sell
41,921
-1,415
-3% -$138K 1.57% 8
2020
Q4
$4.29M Buy
43,336
+768
+2% +$79K 1.81% 5
2020
Q3
$4.34M Buy
42,568
+1,135
+3% +$115K 2.17% 3
2020
Q2
$4.22M Buy
41,433
+1,419
+4% +$144K 2.42% 2
2020
Q1
$3.73M Buy
40,014
+137
+0.3% +$14.3K 2.91% 3
2019
Q4
$4.26M Buy
39,877
+825
+2% +$87.5K 2.84% 2
2019
Q3
$4.13M Buy
39,052
+327
+0.8% +$33.6K 3.52% 3
2019
Q2
$4.01M Buy
+38,725
New +$4.02M 3.43% 2

Laffer Tengler Investments's DCUE Position: Q2 2022 in Review

Laffer Tengler Investments sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q2 2022, closing a stake of 39,192 shares — an estimated $3.99M sold.

Laffer Tengler Investments first reported a position in DCUE in Q2 2019 and held it in 12 quarters. The position peaked at $4.34M in Q3 2020. 0 funds tracked by Wall St. Rank hold DCUE as of Q2 2022.

  • Laffer Tengler Investments reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q2 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 39,192 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q2 2022, an estimated $3.99M.
  • Laffer Tengler Investments first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q2 2019 and held it in 12 quarters.
  • Laffer Tengler Investments's Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $4.34M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q2 2022.

Based on Laffer Tengler Investments's 13F filing for Q2 2022, filed 15 Aug 2022.