Laurel Wealth Advisors (California)’s Dominion Energy D Stock Holding History

Laurel Wealth Advisors (California)’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	-2,730	Closed	-$218K	–	628
2022 Q2	$218K	Sell	2,730 -4	-0.1%	-$330	0.02%	606
2022 Q1	$232K	Buy	2,734 +41	+2%	+$3.29K	0.02%	669
2021 Q4	$212K	Buy	+2,693	New	+$203K	0.02%	744
2019 Q4	–	Sell	-3,616	Closed	-$293K	–	452
2019 Q3	$293K	Buy	+3,616	New	+$280K	0.05%	349
2018 Q1	–	Sell	-2,962	Closed	-$240K	–	360
2017 Q4	$240K	Buy	+2,962	New	+$240K	0.07%	294

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

Laurel Wealth Advisors (California)'s D Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,730 shares — an estimated $218K sold.

Laurel Wealth Advisors (California) first reported a position in D in Q4 2017 and held it in 5 quarters. The position peaked at $293K in Q3 2019. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,730 Dominion Energy shares in Q3 2022, an estimated $218K.
Laurel Wealth Advisors (California) first reported a position in Dominion Energy in Q4 2017 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s Dominion Energy position peaked at $293K in Q3 2019.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.