Laurel Wealth Planning’s Dominion Energy D Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-400	Closed	-$24.5K	–	90
2022 Q4	$24.5K	Hold	400	–	–	0.02%	122
2022 Q3	$28K	Hold	400	–	–	0.02%	116
2022 Q2	$32K	Hold	400	–	–	0.02%	121
2022 Q1	$34K	Hold	400	–	–	0.02%	133
2021 Q4	$31K	Hold	400	–	–	0.02%	100
2021 Q3	$29K	Hold	400	–	–	0.02%	101
2021 Q2	$29K	Buy	+400	New	+$30.9K	0.03%	74

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Laurel Wealth Planning's D Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Dominion Energy (D) in Q1 2023, closing a stake of 400 shares — an estimated $24.5K sold.

Laurel Wealth Planning first reported a position in D in Q2 2021 and held it in 7 quarters. The position peaked at $34K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Laurel Wealth Planning reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 400 Dominion Energy shares in Q1 2023, an estimated $24.5K.
Laurel Wealth Planning first reported a position in Dominion Energy in Q2 2021 and held it in 7 quarters.
Laurel Wealth Planning's Dominion Energy position peaked at $34K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.