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Rational Advisors’s Dominion Energy D Stock Holding History

Rational 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
Q3 		– Sell
-14,571
Closed -$1.16M – 250
2022
Q2 		$1.16M Buy
+14,571
New +$1.2M 0.08% 75
2020
Q4 		– Sell
-181
Closed -$14K – 300
2020
Q3 		$14K Sell
181
-218
-55% -$17.1K 0.01% 252
2020
Q2 		$32K Buy
+399
New +$32K 0.02% 224
2020
Q1 		– Sell
-2,690
Closed -$222K – 247
2019
Q4 		$222K Sell
2,690
-1,722
-39% -$141K 0.1% 178
2019
Q3 		$357K Buy
4,412
+744
+20% +$57.5K 0.14% 177
2019
Q2 		$283K Buy
3,668
+319
+10% +$24.3K 0.1% 180
2019
Q1 		$257K Buy
3,349
+2,812
+524% +$205K 0.07% 184
2018
Q4 		$38K Sell
537
-1,001
-65% -$73.1K 0.01% 307
2018
Q3 		$108K Sell
1,538
-471
-23% -$33.3K 0.03% 231
2018
Q2 		$137K Sell
2,009
-738
-27% -$48.1K 0.06% 222
2018
Q1 		$186K Buy
2,747
+247
+10% +$18.2K 0.09% 234
2017
Q4 		$203K Sell
2,500
-500
-17% -$40.5K 0.11% 191
2017
Q3 		$231K Buy
3,000
+100
+3% +$7.78K 0.12% 191
2017
Q2 		$222K Buy
+2,900
New +$228K 0.14% 176
2016
Q3 		– Sell
-18,825
Closed -$1.47M – 280
2016
Q2 		$1.47M Hold
18,825
– – 1.02% 28
2016
Q1 		$1.41M Buy
+18,825
New +$1.33M 0.93% 34

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors's D Position: Q3 2022 in Review

Rational Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 14,571 shares — an estimated $1.16M sold.

Rational Advisors first reported a position in D in Q1 2016 and held it in 16 quarters. The position peaked at $1.47M in Q2 2016. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Rational Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Rational Advisors sold 14,571 Dominion Energy shares in Q3 2022, an estimated $1.16M.
  • Rational Advisors first reported a position in Dominion Energy in Q1 2016 and held it in 16 quarters.
  • Rational Advisors's Dominion Energy position peaked at $1.47M in Q2 2016.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Rational Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.