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Tandem Investment Advisors’s Dominion Energy D Stock Holding History

Tandem Investment 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
Q4 		– Sell
-4,060
Closed -$281K – 89
2022
Q3 		$281K Buy
4,060
+1,450
+56% +$117K 0.02% 71
2022
Q2 		$208K Sell
2,610
-99
-4% -$8.18K 0.01% 75
2022
Q1 		$230K Sell
2,709
-556
-17% -$44.7K 0.01% 65
2021
Q4 		$256K Buy
+3,265
New +$246K 0.02% 71
2021
Q1 		– Sell
-5,109
Closed -$384K – 72
2020
Q4 		$384K Sell
5,109
-921
-15% -$73.2K 0.04% 52
2020
Q3 		$476K Sell
6,030
-341,850
-98% -$26.9M 0.06% 47
2020
Q2 		$28.2M Buy
347,880
+28,649
+9% +$2.3M 3.81% 7
2020
Q1 		$23M Buy
319,231
+34,368
+12% +$2.81M 3.42% 7
2019
Q4 		$23.6M Buy
284,863
+16,687
+6% +$1.36M 3.95% 4
2019
Q3 		$21.7M Buy
268,176
+10,655
+4% +$824K 3.94% 5
2019
Q2 		$19.9M Buy
257,521
+37,049
+17% +$2.82M 3.77% 7
2019
Q1 		$16.9M Buy
220,472
+28,245
+15% +$2.06M 3.72% 9
2018
Q4 		$13.7M Buy
192,227
+16,380
+9% +$1.2M 3.56% 8
2018
Q3 		$12.4M Buy
175,847
+9,089
+5% +$644K 3.39% 13
2018
Q2 		$11.4M Buy
166,758
+23,283
+16% +$1.52M 3.48% 11
2018
Q1 		$9.67M Buy
143,475
+89,891
+168% +$6.64M 3.15% 15
2017
Q4 		$4.34M Buy
53,584
+596
+1% +$48.3K 1.49% 30
2017
Q3 		$4.08M Buy
52,988
+1,141
+2% +$88.7K 1.53% 31
2017
Q2 		$3.97M Buy
51,847
+3,596
+7% +$283K 1.58% 30
2017
Q1 		$3.74M Buy
48,251
+3,241
+7% +$245K 1.66% 29
2016
Q4 		$3.45M Buy
+45,010
New +$3.32M 1.66% 32

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tandem Investment Advisors's D Position: Q4 2022 in Review

Tandem Investment Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 4,060 shares — an estimated $281K sold.

Tandem Investment Advisors first reported a position in D in Q4 2016 and held it in 21 quarters. The position peaked at $28.2M in Q2 2020. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Tandem Investment Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Tandem Investment Advisors sold 4,060 Dominion Energy shares in Q4 2022, an estimated $281K.
  • Tandem Investment Advisors first reported a position in Dominion Energy in Q4 2016 and held it in 21 quarters.
  • Tandem Investment Advisors's Dominion Energy position peaked at $28.2M in Q2 2020.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Tandem Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.