LWM
D icon

Laidlaw Wealth Management’s Dominion Energy D Stock Holding History

Laidlaw Wealth 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
Q2 		– Sell
-2,365
Closed -$201K – 378
2022
Q1 		$201K Buy
+2,365
New +$190K 0.03% 374

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laidlaw Wealth Management's D Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,365 shares — an estimated $201K sold.

Laidlaw Wealth Management first reported a position in D in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 1,518 funds tracked by Wall St. Rank hold D as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,365 Dominion Energy shares in Q2 2022, an estimated $201K.
  • Laidlaw Wealth Management first reported a position in Dominion Energy in Q1 2022 and held it in 1 quarter.
  • Laidlaw Wealth Management's Dominion Energy position peaked at $201K in Q1 2022.
  • 1,518 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.