PCA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's D Position: Q4 2022 in Review

Personal Capital Advisors reduced its Dominion Energy (D) stake by 15% in Q4 2022, selling an estimated $1.69M and leaving 154,490 shares worth $9.47M. The position accounts for 0.05% of the portfolio, ranked #177.

Personal Capital Advisors first reported a position in D in Q3 2017 and has held it in 18 quarters since. The position peaked at $15.3M in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Personal Capital Advisors held 154,490 shares of Dominion Energy worth $9.47M as of Q4 2022.
  • Personal Capital Advisors sold 26,839 Dominion Energy shares in Q4 2022, an estimated $1.69M.
  • Dominion Energy made up 0.05% of Personal Capital Advisors's portfolio in Q4 2022, its #177 holding.
  • Personal Capital Advisors first reported a position in Dominion Energy in Q3 2017 and has held it in 18 quarters since.
  • Personal Capital Advisors's Dominion Energy position peaked at $15.3M in Q1 2022.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.