Minot Wealth Management’s Dominion Energy D Stock Holding History

Minot 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
2022 Q2	$381K	Sell	4,779 -40	-0.8%	-$3.3K	0.1%	126
2022 Q1	$409K	Hold	4,819	–	–	0.09%	137
2021 Q4	$379K	Buy	4,819 +7	+0.1%	+$527	0.07%	143
2021 Q3	$351K	Sell	4,812 -522	-10%	-$39.8K	0.08%	149
2021 Q2	$397K	Buy	5,334 +1,935	+57%	+$149K	0.09%	136
2021 Q1	$258K	Buy	3,399 +25	+0.7%	+$1.82K	0.07%	151
2020 Q4	$254K	Sell	3,374 -21	-0.6%	-$1.67K	0.08%	134
2020 Q3	$268K	Sell	3,395 -4,007	-54%	-$315K	0.1%	118
2020 Q2	$601K	Buy	7,402 +2,850	+63%	+$229K	0.3%	76
2020 Q1	$329K	Buy	4,552 +1,574	+53%	+$129K	0.24%	88
2019 Q4	$249K	Buy	+2,978	New	+$243K	0.11%	121

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Minot Wealth Management's D Position: Q2 2022 in Review

Minot Wealth Management reduced its Dominion Energy (D) stake by 0.83% in Q2 2022, selling an estimated $3.3K and leaving 4,779 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #126.

Minot Wealth Management first reported a position in D in Q4 2019 and has held it in 11 quarters since. The position peaked at $601K in Q2 2020. 1,519 funds tracked by Wall St. Rank hold D as of Q2 2022.

Minot Wealth Management held 4,779 shares of Dominion Energy worth $381K as of Q2 2022.
Minot Wealth Management sold 40 Dominion Energy shares in Q2 2022, an estimated $3.3K.
Dominion Energy made up 0.1% of Minot Wealth Management's portfolio in Q2 2022, its #126 holding.
Minot Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Dominion Energy position peaked at $601K in Q2 2020.
1,519 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.