Sargent Bickham Lagudis’s Dominion Energy D Stock Holding History

Sargent Bickham Lagudis’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 Q4	$1.17K	Hold	19	–	–	﹤0.01%	960
2022 Q3	$1K	Buy	+19	New	+$1.53K	﹤0.01%	922
2021 Q3	–	Sell	-200	Closed	-$15K	–	954
2021 Q2	$15K	Buy	+200	New	+$15.4K	﹤0.01%	650
2020 Q3	–	Sell	-1,045	Closed	-$85K	–	800
2020 Q2	$85K	Buy	+1,045	New	+$83.8K	0.01%	293
2020 Q1	–	Sell	-13	Closed	-$1K	–	800
2019 Q4	$1K	Buy	+13	New	+$1.06K	﹤0.01%	813
2018 Q2	–	Sell	-140	Closed	-$9K	–	756
2018 Q1	$9K	Sell	140 -200	-59%	-$14.8K	﹤0.01%	598
2017 Q4	$28K	Hold	340	–	–	﹤0.01%	447
2017 Q3	$26K	Hold	340	–	–	﹤0.01%	458
2017 Q2	$26K	Hold	340	–	–	﹤0.01%	444
2017 Q1	$26K	Sell	340 -67	-16%	-$5.07K	﹤0.01%	449
2016 Q4	$31K	Buy	407 +200	+97%	+$14.7K	﹤0.01%	406
2016 Q3	$15	Buy	+207	New	+$15.8K	﹤0.01%	510

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Sargent Bickham Lagudis's D Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Dominion Energy (D) position steady in Q4 2022 at 19 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Sargent Bickham Lagudis first reported a position in D in Q3 2016 and has held it in 12 quarters since. The position peaked at $85K in Q2 2020. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Sargent Bickham Lagudis held 19 shares of Dominion Energy worth $1.17K as of Q4 2022.
Sargent Bickham Lagudis left its Dominion Energy share count unchanged in Q4 2022.
Dominion Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #960 holding.
Sargent Bickham Lagudis first reported a position in Dominion Energy in Q3 2016 and has held it in 12 quarters since.
Sargent Bickham Lagudis's Dominion Energy position peaked at $85K in Q2 2020.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.