Quadrant Private Wealth Management’s Dominion Energy D Stock Holding History

Quadrant Private 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	–	Sell	-2,547	Closed	-$216K	–	210
2022 Q1	$216K	Buy	+2,547	New	+$205K	0.08%	194
2020 Q3	–	Sell	-2,458	Closed	-$200K	–	178
2020 Q2	$200K	Buy	+2,458	New	+$197K	0.12%	168

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

Quadrant Private Wealth Management's D Position: Q2 2022 in Review

Quadrant Private Wealth Management sold out of Dominion Energy (D) in Q2 2022, closing a stake of 2,547 shares — an estimated $216K sold.

Quadrant Private Wealth Management first reported a position in D in Q2 2020 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 1,517 funds tracked by Wall St. Rank hold D as of Q2 2022.

Quadrant Private Wealth Management reported no remaining Dominion Energy position as of Q2 2022 after selling out during the quarter.
Quadrant Private Wealth Management sold 2,547 Dominion Energy shares in Q2 2022, an estimated $216K.
Quadrant Private Wealth Management first reported a position in Dominion Energy in Q2 2020 and held it in 2 quarters.
Quadrant Private Wealth Management's Dominion Energy position peaked at $216K in Q1 2022.
1,517 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2022.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.