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McKinley Carter Wealth Services’s Dominion Energy D Stock Holding History

McKinley Carter Wealth Services’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
Q4 		– Sell
-3,017
Closed -$209K – 291
2022
Q3 		$209K Buy
3,017
+124
+4% +$10K 0.02% 266
2022
Q2 		$231K Sell
2,893
-59
-2% -$4.87K 0.02% 270
2022
Q1 		$251K Sell
2,952
-310
-10% -$24.9K 0.02% 258
2021
Q4 		$256K Sell
3,262
-560
-15% -$42.1K 0.02% 259
2021
Q3 		$279K Sell
3,822
-370
-9% -$28.2K 0.02% 246
2021
Q2 		$309K Hold
4,192
– – 0.03% 242
2021
Q1 		$318K Buy
4,192
+20
+0.5% +$1.45K 0.03% 238
2020
Q4 		$314K Buy
+4,172
New +$331K 0.04% 211
2018
Q2 		– Sell
-2,257
Closed -$152K – 212
2018
Q1 		$152K Buy
+2,257
New +$167K 0.05% 179
2017
Q4 		– Sell
-4,463
Closed -$343K – 154
2017
Q3 		$343K Buy
4,463
+8
+0.2% +$622 0.13% 112
2017
Q2 		$341K Buy
4,455
+86
+2% +$6.76K 0.15% 93
2017
Q1 		$339K Sell
4,369
-287
-6% -$21.7K 0.16% 92
2016
Q4 		$357K Buy
4,656
+7
+0.2% +$516 0.18% 85
2016
Q3 		$345K Sell
4,649
-465
-9% -$35.4K 0.18% 84
2016
Q2 		$399K Buy
5,114
+68
+1% +$4.93K 0.21% 82
2016
Q1 		$379K Sell
5,046
-55
-1% -$3.89K 0.21% 88
2015
Q4 		$345K Sell
5,101
-126
-2% -$8.7K 0.2% 86
2015
Q3 		$368K Sell
5,227
-881
-14% -$61.9K 0.23% 76
2015
Q2 		$408K Buy
6,108
+2,603
+74% +$183K 0.22% 83
2015
Q1 		$248K Hold
3,505
– – 0.16% 97
2014
Q4 		$269K Buy
3,505
+243
+7% +$17.6K 0.21% 86
2014
Q3 		$225K Hold
3,262
– – 0.21% 85
2014
Q2 		$233K Buy
3,262
+1
+0% +$70 0.25% 78
2014
Q1 		$231K Sell
3,261
-864
-21% -$59K 0.25% 83
2013
Q4 		$267K Buy
+4,125
New +$265K 0.26% 90

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's D Position: Q4 2022 in Review

McKinley Carter Wealth Services sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,017 shares — an estimated $209K sold.

McKinley Carter Wealth Services first reported a position in D in Q4 2013 and held it in 25 quarters. The position peaked at $408K in Q2 2015. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • McKinley Carter Wealth Services reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,017 Dominion Energy shares in Q4 2022, an estimated $209K.
  • McKinley Carter Wealth Services first reported a position in Dominion Energy in Q4 2013 and held it in 25 quarters.
  • McKinley Carter Wealth Services's Dominion Energy position peaked at $408K in Q2 2015.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2022, filed 8 Feb 2023.