Stanley-Laman Group’s Dominion Energy D Stock Holding History

Stanley-Laman Group’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	-2,841	Closed	-$227K	–	247
2022 Q2	$227K	Buy	+2,841	New	+$235K	0.04%	230
2020 Q1	–	Sell	-3,322	Closed	-$275K	–	261
2019 Q4	$275K	Buy	+3,322	New	+$271K	0.06%	232
2017 Q2	–	Sell	-19,667	Closed	-$1.53M	–	206
2017 Q1	$1.53M	Buy	19,667 +814	+4%	+$61.6K	0.41%	79
2016 Q4	$1.44M	Buy	18,853 +4,483	+31%	+$330K	0.45%	79
2016 Q3	$1.07M	Buy	14,370 +193	+1%	+$14.7K	0.44%	70
2016 Q2	$1.1M	Buy	14,177 +10,177	+254%	+$738K	0.43%	69
2016 Q1	$300K	Sell	4,000 -458	-10%	-$32.4K	0.06%	209
2015 Q4	$302K	Buy	4,458 +458	+11%	+$31.6K	0.05%	268
2015 Q3	$282K	Hold	4,000	–	–	0.06%	255
2015 Q2	$267K	Hold	4,000	–	–	0.05%	253
2015 Q1	$283K	Hold	4,000	–	–	0.05%	254
2014 Q4	$308K	Hold	4,000	–	–	0.06%	260
2014 Q3	$276K	Hold	4,000	–	–	0.05%	252
2014 Q2	$286K	Hold	4,000	–	–	0.05%	250
2014 Q1	$284K	Buy	+4,000	New	+$273K	0.05%	264

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stanley-Laman Group's D Position: Q3 2022 in Review

Stanley-Laman Group sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,841 shares — an estimated $227K sold.

Stanley-Laman Group first reported a position in D in Q1 2014 and held it in 15 quarters. The position peaked at $1.53M in Q1 2017. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Stanley-Laman Group reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Stanley-Laman Group sold 2,841 Dominion Energy shares in Q3 2022, an estimated $227K.
Stanley-Laman Group first reported a position in Dominion Energy in Q1 2014 and held it in 15 quarters.
Stanley-Laman Group's Dominion Energy position peaked at $1.53M in Q1 2017.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Stanley-Laman Group's 13F filing for Q3 2022, filed 18 Oct 2022.