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Santori & Peters Inc’s Dominion Energy D Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-3,806
Closed -$299K – 57
2021
Q4 		$299K Buy
3,806
+29
+0.8% +$2.18K 0.16% 40
2021
Q3 		$275K Buy
3,777
+31
+0.8% +$2.36K 0.16% 41
2021
Q2 		$275K Buy
3,746
+29
+0.8% +$2.24K 0.16% 45
2021
Q1 		$282K Sell
3,717
-7,870
-68% -$572K 0.17% 46
2020
Q4 		$848K Buy
11,587
+33
+0.3% +$2.62K 0.48% 25
2020
Q3 		$912K Buy
11,554
+7,613
+193% +$598K 0.6% 20
2020
Q2 		$319K Sell
3,941
-7,514
-66% -$603K 0.25% 39
2020
Q1 		$826K Buy
11,455
+1,633
+17% +$133K 0.72% 16
2019
Q4 		$813K Buy
9,822
+41
+0.4% +$3.35K 0.53% 25
2019
Q3 		$792K Buy
9,781
+42
+0.4% +$3.25K 0.57% 22
2019
Q2 		$753K Buy
+9,739
New +$742K 0.55% 22
2019
Q1 		– Sell
-9,653
Closed -$689K – 60
2018
Q4 		$689K Buy
+9,653
New +$705K 0.61% 19

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Santori & Peters Inc's D Position: Q1 2022 in Review

Santori & Peters Inc sold out of Dominion Energy (D) in Q1 2022, closing a stake of 3,806 shares — an estimated $299K sold.

Santori & Peters Inc first reported a position in D in Q4 2018 and held it in 12 quarters. The position peaked at $912K in Q3 2020. 1,543 funds tracked by Wall St. Rank hold D as of Q1 2022.

  • Santori & Peters Inc reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
  • Santori & Peters Inc sold 3,806 Dominion Energy shares in Q1 2022, an estimated $299K.
  • Santori & Peters Inc first reported a position in Dominion Energy in Q4 2018 and held it in 12 quarters.
  • Santori & Peters Inc's Dominion Energy position peaked at $912K in Q3 2020.
  • 1,543 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Santori & Peters Inc's 13F filing for Q1 2022, filed 28 Apr 2022.