R.H. Dinel Investment Counsel’s Dominion Energy D Stock Holding History

R.H. Dinel Investment Counsel’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
2024 Q1	–	Sell	-4,400	Closed	-$207K	–	55
2023 Q4	$207K	Hold	4,400	–	–	0.14%	44
2023 Q3	$197K	Hold	4,400	–	–	0.14%	44
2023 Q2	$228K	Hold	4,400	–	–	0.16%	43
2023 Q1	$246K	Hold	4,400	–	–	0.19%	42
2022 Q4	$270K	Hold	4,400	–	–	0.24%	39
2022 Q3	$304K	Hold	4,400	–	–	0.3%	36
2022 Q2	$351K	Hold	4,400	–	–	0.32%	37
2022 Q1	$374K	Hold	4,400	–	–	0.29%	39
2021 Q4	$346K	Hold	4,400	–	–	0.24%	40
2021 Q3	$321K	Hold	4,400	–	–	0.24%	40
2021 Q2	$324K	Hold	4,400	–	–	0.23%	41
2021 Q1	$334K	Hold	4,400	–	–	0.26%	41
2020 Q4	$331K	Hold	4,400	–	–	0.27%	40
2020 Q3	$357K	Hold	4,400	–	–	0.34%	37
2020 Q2	$357K	Hold	4,400	–	–	0.35%	37
2020 Q1	$318K	Hold	4,400	–	–	0.38%	36
2019 Q4	$364K	Hold	4,400	–	–	0.32%	39
2019 Q3	$357K	Hold	4,400	–	–	0.33%	41
2019 Q2	$340K	Hold	4,400	–	–	0.31%	43
2019 Q1	$337K	Hold	4,400	–	–	0.33%	42
2018 Q4	$314K	Buy	+4,400	New	+$321K	0.35%	43

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

R.H. Dinel Investment Counsel's D Position: Q1 2024 in Review

R.H. Dinel Investment Counsel sold out of Dominion Energy (D) in Q1 2024, closing a stake of 4,400 shares — an estimated $207K sold.

R.H. Dinel Investment Counsel first reported a position in D in Q4 2018 and held it in 21 quarters. The position peaked at $374K in Q1 2022. 1,224 funds tracked by Wall St. Rank hold D as of Q1 2024.

R.H. Dinel Investment Counsel reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
R.H. Dinel Investment Counsel sold 4,400 Dominion Energy shares in Q1 2024, an estimated $207K.
R.H. Dinel Investment Counsel first reported a position in Dominion Energy in Q4 2018 and held it in 21 quarters.
R.H. Dinel Investment Counsel's Dominion Energy position peaked at $374K in Q1 2022.
1,224 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on R.H. Dinel Investment Counsel's 13F filing for Q1 2024, filed 16 Apr 2024.