Physicians Financial Services’s Dominion Energy D Stock Holding History

Physicians Financial 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 Q2	–	Sell	-4,993	Closed	-$424K	–	116
2022 Q1	$424K	Sell	4,993 -125	-2%	-$10K	0.16%	90
2021 Q4	$402K	Hold	5,118	–	–	0.15%	93
2021 Q3	$374K	Sell	5,118 -375	-7%	-$28.6K	0.15%	92
2021 Q2	$404K	Sell	5,493 -101	-2%	-$7.8K	0.17%	87
2021 Q1	$425K	Buy	5,594 +681	+14%	+$49.5K	0.18%	82
2020 Q4	$369K	Sell	4,913 -405	-8%	-$32.2K	0.18%	84
2020 Q3	$420K	Buy	5,318 +124	+2%	+$9.74K	0.21%	77
2020 Q2	$422K	Buy	5,194 +990	+24%	+$79.4K	0.23%	74
2020 Q1	$303K	Buy	4,204 +495	+13%	+$40.4K	0.21%	83
2019 Q4	$307K	Buy	3,709 +500	+16%	+$40.9K	0.17%	98
2019 Q3	$260K	Buy	3,209 +100	+3%	+$7.73K	0.15%	102
2019 Q2	$240K	Hold	3,109	–	–	0.14%	107
2019 Q1	$238K	Buy	+3,109	New	+$227K	0.15%	107
2017 Q1	–	Sell	-1,340	Closed	-$103K	–	144
2016 Q4	$103K	Hold	1,340	–	–	0.08%	137
2016 Q3	$99K	Hold	1,340	–	–	0.08%	140
2016 Q2	$104K	Hold	1,340	–	–	0.09%	130
2016 Q1	$101K	Hold	1,340	–	–	0.09%	131
2015 Q4	$91K	Buy	+1,340	New	+$92.5K	0.08%	144

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physicians Financial Services's D Position: Q2 2022 in Review

Physicians Financial Services sold out of Dominion Energy (D) in Q2 2022, closing a stake of 4,993 shares — an estimated $424K sold.

Physicians Financial Services first reported a position in D in Q4 2015 and held it in 18 quarters. The position peaked at $425K in Q1 2021. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

Physicians Financial Services reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
Physicians Financial Services sold 4,993 Dominion Energy shares in Q2 2022, an estimated $424K.
Physicians Financial Services first reported a position in Dominion Energy in Q4 2015 and held it in 18 quarters.
Physicians Financial Services's Dominion Energy position peaked at $425K in Q1 2021.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Physicians Financial Services's 13F filing for Q2 2022, filed 17 Aug 2022.