UIA
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Ulland Investment Advisors’s Dominion Energy D Stock Holding History

Ulland 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
Q3 		– Sell
-80
Closed -$6K – 223
2022
Q2 		$6K Hold
80
– – 0.01% 204
2022
Q1 		$7K Buy
+80
New +$6.42K 0.01% 210

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

Ulland Investment Advisors's D Position: Q3 2022 in Review

Ulland Investment Advisors sold out of Dominion Energy (D) in Q3 2022, closing a stake of 80 shares — an estimated $6K sold.

Ulland Investment Advisors first reported a position in D in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 1,442 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Ulland Investment Advisors reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 80 Dominion Energy shares in Q3 2022, an estimated $6K.
  • Ulland Investment Advisors first reported a position in Dominion Energy in Q1 2022 and held it in 2 quarters.
  • Ulland Investment Advisors's Dominion Energy position peaked at $7K in Q1 2022.
  • 1,442 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.