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Sterling Investment Advisors (Pennsylvania)’s Dominion Energy D Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-2,519
Closed -$201K – 215
2022
Q2 		$201K Buy
2,519
+3
+0.1% +$248 0.07% 135
2022
Q1 		$214K Sell
2,516
-197
-7% -$15.8K 0.06% 139
2021
Q4 		$213K Sell
2,713
-568
-17% -$42.7K 0.06% 143
2021
Q3 		$240K Buy
3,281
+136
+4% +$10.4K 0.07% 139
2021
Q2 		$231K Buy
3,145
+3
+0.1% +$232 0.07% 141
2021
Q1 		$239K Buy
3,142
+3
+0.1% +$218 0.08% 132
2020
Q4 		$236K Buy
3,139
+103
+3% +$8.18K 0.08% 123
2020
Q3 		$240K Sell
3,036
-1,046
-26% -$82.2K 0.09% 117
2020
Q2 		$331K Buy
4,082
+3
+0.1% +$241 0.14% 107
2020
Q1 		$294K Sell
4,079
-45
-1% -$3.67K 0.16% 92
2019
Q4 		$341K Sell
4,124
-497
-11% -$40.6K 0.16% 91
2019
Q3 		$374K Buy
4,621
+3
+0.1% +$232 0.19% 81
2019
Q2 		$357K Buy
4,618
+4
+0.1% +$305 0.18% 87
2019
Q1 		$354K Buy
4,614
+4
+0.1% +$292 0.18% 91
2018
Q4 		$329K Sell
4,610
-66
-1% -$4.82K 0.19% 87
2018
Q3 		$329K Buy
4,676
+311
+7% +$22K 0.17% 92
2018
Q2 		$297K Hold
4,365
– – 0.18% 92
2018
Q1 		$294K Sell
4,365
-475
-10% -$35.1K 0.18% 92
2017
Q4 		$392K Hold
4,840
– – 0.24% 79
2017
Q3 		$372K Sell
4,840
-1,035
-18% -$80.5K 0.25% 79
2017
Q2 		$450K Buy
5,875
+3,900
+197% +$307K 0.3% 79
2017
Q1 		$153K Buy
1,975
+797
+68% +$60.3K 0.11% 108
2016
Q4 		$90K Buy
+1,178
New +$86.8K 0.07% 123

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

Sterling Investment Advisors (Pennsylvania)'s D Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Dominion Energy (D) in Q3 2022, closing a stake of 2,519 shares — an estimated $201K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in D in Q4 2016 and held it in 23 quarters. The position peaked at $450K in Q2 2017. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,519 Dominion Energy shares in Q3 2022, an estimated $201K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Dominion Energy in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Dominion Energy position peaked at $450K in Q2 2017.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.