SEC 13F Intelligence

Hall Private Wealth Advisors / D

Hall Private Wealth Advisors’s Dominion Energy Inc Position

Does Hall Private Wealth Advisors own Dominion Energy Inc (D)? Not currently — the last reported position was 42.6K shares worth $2M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$2M
Q2 2023
Shares
42.6K
% of Portfolio
+1.19%
Quarters Held
9
position exited

Position History D

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q2 ’21: $6MQ3 ’21: $7MQ3 ’21Q4 ’21: $7MQ1 ’22: $7MQ1 ’22Q2 ’22: $304,000Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202342.6K$2M+1.19%
Q1 202344.9K$3M+1.31%
Q4 202245.0K$3M+1.57%
Q2 20223.8K$304,000+0.17%
Q1 202284.3K$7M+3.82%
Q4 202189.2K$7M+4.35%
Q3 202199.2K$7M+4.62%
Q2 202183.0K$6M+3.98%
Q1 202157.6K$4M+3.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of D.