Lenox Wealth Advisors’s Dominion Energy D Stock Holding History

Lenox Wealth 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 Q1	$4K	Buy	42 +9	+27%	+$723	﹤0.01%	581
2021 Q4	$3K	Buy	33 +20	+154%	+$1.5K	﹤0.01%	663
2021 Q3	$1K	Buy	13 +8	+160%	+$610	﹤0.01%	658
2021 Q2	$0	Hold	5	–	–	﹤0.01%	715
2021 Q1	$0	Sell	5 -313	-98%	-$22.7K	﹤0.01%	694
2020 Q4	$24K	Buy	+318	New	+$25.3K	﹤0.01%	286
2020 Q1	–	Sell	-13	Closed	-$1K	–	798
2019 Q4	$1K	Buy	+13	New	+$1.06K	﹤0.01%	665

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's D Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Dominion Energy (D) stake by 27% in Q1 2022, buying an estimated $723 and bringing the position to 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Lenox Wealth Advisors first reported a position in D in Q4 2019 and has held it in 7 quarters since. The position peaked at $24K in Q4 2020. 1,543 funds tracked by Wall St. Rank hold D as of Q1 2022.

Lenox Wealth Advisors held 42 shares of Dominion Energy worth $4K as of Q1 2022.
Lenox Wealth Advisors bought 9 Dominion Energy shares in Q1 2022, an estimated $723.
Dominion Energy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #581 holding.
Lenox Wealth Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 7 quarters since.
Lenox Wealth Advisors's Dominion Energy position peaked at $24K in Q4 2020.
1,543 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.