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1776 Wealth’s Dominion Energy D Stock Holding History

1776 Wealth’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
2020
Q3 		– Sell
-190
Closed -$15K – 151
2020
Q2 		$15K Sell
190
-184
-49% -$14.8K 0.01% 266
2020
Q1 		$28K Buy
374
+188
+101% +$15.4K 0.01% 258
2019
Q4 		$15K Buy
+186
New +$15.2K 0.01% 248

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1776 Wealth's D Position: Q3 2020 in Review

1776 Wealth sold out of Dominion Energy (D) in Q3 2020, closing a stake of 190 shares — an estimated $15K sold.

1776 Wealth first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $28K in Q1 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • 1776 Wealth reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 190 Dominion Energy shares in Q3 2020, an estimated $15K.
  • 1776 Wealth first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's Dominion Energy position peaked at $28K in Q1 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.