MCG
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McCollum Christoferson Group’s Dominion Energy D Stock Holding History

McCollum Christoferson Group’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
-2,880
Closed -$230K – 62
2022
Q2 		$230K Sell
2,880
-170
-6% -$14K 0.07% 60
2022
Q1 		$259K Buy
3,050
+80
+3% +$6.42K 0.06% 63
2021
Q4 		$233K Sell
2,970
-40
-1% -$3.01K 0.05% 68
2021
Q3 		$220K Sell
3,010
-300
-9% -$22.9K 0.05% 70
2021
Q2 		$244K Sell
3,310
-860
-21% -$66.4K 0.06% 67
2021
Q1 		$317K Sell
4,170
-2,600
-38% -$189K 0.08% 57
2020
Q4 		$509K Sell
6,770
-2,347
-26% -$186K 0.13% 51
2020
Q3 		$720K Buy
9,117
+1,604
+21% +$126K 0.21% 49
2020
Q2 		$610K Sell
7,513
-150
-2% -$12K 0.2% 50
2020
Q1 		$553K Hold
7,663
– – 0.22% 49
2019
Q4 		$635K Sell
7,663
-50
-0.6% -$4.08K 0.21% 53
2019
Q3 		$624K Sell
7,713
-976
-11% -$75.5K 0.22% 52
2019
Q2 		$672K Sell
8,689
-175
-2% -$13.3K 0.24% 53
2019
Q1 		$680K Buy
8,864
+599
+7% +$43.7K 0.25% 55
2018
Q4 		$591K Hold
8,265
– – 0.25% 54
2018
Q3 		$581K Hold
8,265
– – 0.21% 56
2018
Q2 		$564K Sell
8,265
-345
-4% -$22.5K 0.23% 55
2018
Q1 		$581K Sell
8,610
-220
-2% -$16.2K 0.24% 56
2017
Q4 		$716K Buy
+8,830
New +$715K 0.3% 53

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 $298B AUM 21.96% 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

McCollum Christoferson Group's D Position: Q3 2022 in Review

McCollum Christoferson Group sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,880 shares — an estimated $230K sold.

McCollum Christoferson Group first reported a position in D in Q4 2017 and held it in 19 quarters. The position peaked at $720K in Q3 2020. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • McCollum Christoferson Group reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • McCollum Christoferson Group sold 2,880 Dominion Energy shares in Q3 2022, an estimated $230K.
  • McCollum Christoferson Group first reported a position in Dominion Energy in Q4 2017 and held it in 19 quarters.
  • McCollum Christoferson Group's Dominion Energy position peaked at $720K in Q3 2020.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on McCollum Christoferson Group's 13F filing for Q3 2022, filed 1 Nov 2022.