MIAN
D icon

Mariner Independent Advisor Network’s Dominion Energy D Stock Holding History

Mariner Independent Advisor Network’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 		$1.9M Buy
27,452
+427
+2% +$34.5K 0.08% 247
2022
Q2 		$2.16M Buy
27,025
+1,481
+6% +$122K 0.09% 231
2022
Q1 		$2.16M Buy
25,544
+1,278
+5% +$103K 0.08% 242
2021
Q4 		$1.9M Sell
24,266
-166
-0.7% -$12.5K 0.09% 232
2021
Q3 		$1.79M Sell
24,432
-908
-4% -$69.2K 0.09% 246
2021
Q2 		$1.86M Buy
25,340
+3,933
+18% +$304K 0.08% 247
2021
Q1 		$1.63M Sell
21,407
-163
-0.8% -$11.8K 0.08% 239
2020
Q4 		$1.62M Buy
21,570
+139
+0.6% +$11K 0.09% 231
2020
Q3 		$1.69M Sell
21,431
-85
-0.4% -$6.68K 0.14% 166
2020
Q2 		$1.78M Sell
21,516
-596
-3% -$47.8K 0.16% 149
2020
Q1 		$1.55M Sell
22,112
-1,090
-5% -$89K 0.14% 162
2019
Q4 		$1.92M Buy
23,202
+135
+0.6% +$11K 0.14% 168
2019
Q3 		$1.87M Sell
23,067
-289
-1% -$22.4K 0.14% 173
2019
Q2 		$1.79M Sell
23,356
-507
-2% -$38.6K 0.13% 160
2019
Q1 		$1.83M Sell
23,863
-129
-0.5% -$9.42K 0.15% 150
2018
Q4 		$1.68M Buy
+23,992
New +$1.75M 0.15% 154
2018
Q2 		– Sell
-13,218
Closed -$891K – 175
2018
Q1 		$891K Buy
+13,218
New +$976K 0.05% 232
2015
Q1 		– Sell
-5,161
Closed -$397K – 97
2014
Q4 		$397K Buy
+5,161
New +$374K 0.18% 99

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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's D Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Dominion Energy (D) stake by 1.6% in Q3 2022, buying an estimated $34.5K and bringing the position to 27,452 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #247.

Mariner Independent Advisor Network first reported a position in D in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.16M in Q2 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Mariner Independent Advisor Network held 27,452 shares of Dominion Energy worth $1.9M as of Q3 2022.
  • Mariner Independent Advisor Network bought 427 Dominion Energy shares in Q3 2022, an estimated $34.5K.
  • Dominion Energy made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #247 holding.
  • Mariner Independent Advisor Network first reported a position in Dominion Energy in Q4 2014 and has held it in 18 quarters since.
  • Mariner Independent Advisor Network's Dominion Energy position peaked at $2.16M in Q2 2022.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.