Lipe & Dalton’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-768
| Closed | -$53K | – | 102 |
|
|
2022
Q3 | $53K | Hold |
768
| – | – | 0.03% | 93 |
|
|
2022
Q2 | $61K | Hold |
768
| – | – | 0.04% | 90 |
|
|
2022
Q1 | $65K | Hold |
768
| – | – | 0.03% | 94 |
|
|
2021
Q4 | $60K | Sell |
768
-275
| -26% | -$20.7K | 0.03% | 96 |
|
|
2021
Q3 | $76K | Hold |
1,043
| – | – | 0.04% | 91 |
|
|
2021
Q2 | $77K | Hold |
1,043
| – | – | 0.04% | 93 |
|
|
2021
Q1 | $79K | Hold |
1,043
| – | – | 0.04% | 90 |
|
|
2020
Q4 | $78K | Sell |
1,043
-500
| -32% | -$39.7K | 0.05% | 84 |
|
|
2020
Q3 | $122K | Sell |
1,543
-100
| -6% | -$7.86K | 0.08% | 78 |
|
|
2020
Q2 | $133K | Sell |
1,643
-400
| -20% | -$32.1K | 0.1% | 76 |
|
|
2020
Q1 | $147K | Hold |
2,043
| – | – | 0.12% | 71 |
|
|
2019
Q4 | $169K | Hold |
2,043
| – | – | 0.11% | 75 |
|
|
2019
Q3 | $166K | Hold |
2,043
| – | – | 0.12% | 74 |
|
|
2019
Q2 | $158K | Hold |
2,043
| – | – | 0.11% | 70 |
|
|
2019
Q1 | $157K | Sell |
2,043
-2,123
| -51% | -$155K | 0.12% | 70 |
|
|
2018
Q4 | $298K | Sell |
4,166
-100
| -2% | -$7.31K | 0.24% | 52 |
|
|
2018
Q3 | $300K | Hold |
4,266
| – | – | 0.2% | 53 |
|
|
2018
Q2 | $291K | Sell |
4,266
-200
| -4% | -$13K | 0.21% | 52 |
|
|
2018
Q1 | $301K | Buy |
4,466
+1,100
| +33% | +$81.2K | 0.22% | 56 |
|
|
2017
Q4 | $273K | Hold |
3,366
| – | – | 0.19% | 56 |
|
|
2017
Q3 | $259K | Hold |
3,366
| – | – | 0.18% | 52 |
|
|
2017
Q2 | $258K | Hold |
3,366
| – | – | 0.17% | 57 |
|
|
2017
Q1 | $261K | Hold |
3,366
| – | – | 0.19% | 56 |
|
|
2016
Q4 | $258K | Hold |
3,366
| – | – | 0.18% | 56 |
|
|
2016
Q3 | $250K | Hold |
3,366
| – | – | 0.17% | 69 |
|
|
2016
Q2 | $262K | Hold |
3,366
| – | – | 0.18% | 69 |
|
|
2016
Q1 | $253K | Sell |
3,366
-190
| -5% | -$13.4K | 0.2% | 55 |
|
|
2015
Q4 | $241K | Hold |
3,556
| – | – | 0.2% | 55 |
|
|
2015
Q3 | $250K | Hold |
3,556
| – | – | 0.21% | 59 |
|
|
2015
Q2 | $238K | Hold |
3,556
| – | – | 0.17% | 65 |
|
|
2015
Q1 | $252K | Hold |
3,556
| – | – | 0.17% | 59 |
|
|
2014
Q4 | $273K | Hold |
3,556
| – | – | 0.18% | 54 |
|
|
2014
Q3 | $246K | Hold |
3,556
| – | – | 0.16% | 55 |
|
|
2014
Q2 | $254K | Hold |
3,556
| – | – | 0.16% | 51 |
|
|
2014
Q1 | $253K | Sell |
3,556
-16
| -0.4% | -$1.09K | 0.17% | 50 |
|
|
2013
Q4 | $231K | Hold |
3,572
| – | – | 0.16% | 54 |
|
|
2013
Q3 | $223K | Hold |
3,572
| – | – | 0.16% | 54 |
|
|
2013
Q2 | $203K | Buy |
+3,572
| New | +$209K | 0.17% | 50 |
|
Other funds holding D
Lipe & Dalton's D Position: Q4 2022 in Review
Lipe & Dalton sold out of Dominion Energy (D) in Q4 2022, closing a stake of 768 shares — an estimated $53K sold.
Lipe & Dalton first reported a position in D in Q2 2013 and held it in 38 quarters. The position peaked at $301K in Q1 2018. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.
- Lipe & Dalton reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
- Lipe & Dalton sold 768 Dominion Energy shares in Q4 2022, an estimated $53K.
- Lipe & Dalton first reported a position in Dominion Energy in Q2 2013 and held it in 38 quarters.
- Lipe & Dalton's Dominion Energy position peaked at $301K in Q1 2018.
- 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.
Based on Lipe & Dalton's 13F filing for Q4 2022, filed 3 Feb 2023.