Personal Capital Advisors’s Dominion Energy D Stock Holding History

Personal Capital Advisors’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	$9.47M	Sell	154,490 -26,839	-15%	-$1.69M	0.05%	177
2022 Q3	$12.5M	Buy	181,329 +556	+0.3%	+$44.9K	0.07%	143
2022 Q2	$14.4M	Buy	180,773 +920	+0.5%	+$76K	0.08%	136
2022 Q1	$15.3M	Buy	179,853 +8,981	+5%	+$721K	0.07%	136
2021 Q4	$13.5M	Buy	170,872 +15,078	+10%	+$1.13M	0.06%	149
2021 Q3	$11.4M	Buy	155,794 +16,689	+12%	+$1.27M	0.06%	157
2021 Q2	$10.2M	Buy	139,105 +134,340	+2,819%	+$10.4M	0.05%	167
2021 Q1	$362K	Buy	4,765 +1,232	+35%	+$89.5K	﹤0.01%	356
2020 Q4	$266K	Sell	3,533 -1,110	-24%	-$88.2K	﹤0.01%	397
2020 Q3	$366K	Buy	4,643 +1,575	+51%	+$124K	﹤0.01%	309
2020 Q2	$249K	Sell	3,068 -3,385	-52%	-$271K	﹤0.01%	320
2020 Q1	$462K	Buy	6,453 +799	+14%	+$65.2K	﹤0.01%	256
2019 Q4	$468K	Buy	5,654 +103	+2%	+$8.42K	﹤0.01%	271
2019 Q3	$449K	Sell	5,551 -554	-9%	-$42.8K	﹤0.01%	256
2019 Q2	$472K	Buy	6,105 +3,073	+101%	+$234K	﹤0.01%	240
2019 Q1	$232K	Sell	3,032 -238	-7%	-$17.4K	﹤0.01%	301
2018 Q4	$234K	Buy	+3,270	New	+$239K	﹤0.01%	279
2017 Q4	–	Sell	-2,702	Closed	-$208K	–	254
2017 Q3	$208K	Buy	+2,702	New	+$210K	﹤0.01%	218

Other funds holding D

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return