MinichMacGregor Wealth Management’s Dominion Energy D Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-117	Closed	-$7.17K	–	217
2022 Q4	$7.17K	Buy	+117	New	+$7.35K	﹤0.01%	442
2018 Q4	–	Sell	-117	Closed	-$8K	–	185
2018 Q3	$8K	Hold	117	–	–	0.01%	333
2018 Q2	$8K	Hold	117	–	–	0.01%	332
2018 Q1	$7K	Sell	117 -144	-55%	-$10.6K	0.01%	343
2017 Q4	$21K	Hold	261	–	–	0.02%	193
2017 Q3	$20K	Hold	261	–	–	0.02%	194
2017 Q2	$20K	Sell	261 -1	-0.4%	-$79	0.02%	190
2017 Q1	$20K	Sell	262 -25	-9%	-$1.89K	0.02%	186
2016 Q4	$21K	Hold	287	–	–	0.02%	174
2016 Q3	$21K	Hold	287	–	–	0.02%	176
2016 Q2	$22K	Hold	287	–	–	0.02%	170
2016 Q1	$21K	Buy	287 +105	+58%	+$7.43K	0.02%	167
2015 Q4	$12K	Buy	+182	New	+$12.6K	0.01%	209

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MinichMacGregor Wealth Management's D Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 117 shares — an estimated $7.17K sold.

MinichMacGregor Wealth Management first reported a position in D in Q4 2015 and held it in 13 quarters. The position peaked at $22K in Q2 2016. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 117 Dominion Energy shares in Q1 2023, an estimated $7.17K.
MinichMacGregor Wealth Management first reported a position in Dominion Energy in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Dominion Energy position peaked at $22K in Q2 2016.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.