Pin Oak Investment Advisors’s Dominion Energy D Stock Holding History

Pin Oak Investment 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 Q2	–	Sell	-100	Closed	-$8K	–	417
2022 Q1	$8K	Hold	100	–	–	0.01%	337
2021 Q4	$8K	Hold	100	–	–	0.01%	332
2021 Q3	$7K	Hold	100	–	–	0.01%	333
2021 Q2	$7K	Hold	100	–	–	0.01%	329
2021 Q1	$8K	Hold	100	–	–	0.01%	335
2020 Q4	$8K	Buy	+100	New	+$7.95K	0.01%	347
2019 Q4	–	Sell	-175	Closed	-$14K	–	400
2019 Q3	$14K	Hold	175	–	–	0.01%	288
2019 Q2	$14K	Hold	175	–	–	0.01%	307
2019 Q1	$13K	Hold	175	–	–	0.01%	303
2018 Q4	$13K	Sell	175 -355	-67%	-$25.9K	0.01%	289
2018 Q3	$37K	Buy	530 +9	+2%	+$637	0.03%	213
2018 Q2	$35K	Buy	521 +177	+51%	+$11.5K	0.03%	218
2018 Q1	$23K	Buy	344 +1	+0.3%	+$74	0.02%	251
2017 Q4	$28K	Buy	+343	New	+$27.8K	0.02%	246

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

Pin Oak Investment Advisors's D Position: Q2 2022 in Review

Pin Oak Investment Advisors sold out of Dominion Energy (D) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in D in Q4 2017 and held it in 14 quarters. The position peaked at $37K in Q3 2018. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

Pin Oak Investment Advisors reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
Pin Oak Investment Advisors sold 100 Dominion Energy shares in Q2 2022, an estimated $8K.
Pin Oak Investment Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 14 quarters.
Pin Oak Investment Advisors's Dominion Energy position peaked at $37K in Q3 2018.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.