AGF Investments Inc’s Dominion Energy D Stock Holding History

AGF Investments Inc’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
2021 Q4	–	Sell	-2,400	Closed	-$175K	–	734
2021 Q3	$175K	Buy	2,400 +72	+3%	+$5.49K	﹤0.01%	613
2021 Q2	$171K	Sell	2,328 -90	-4%	-$6.95K	﹤0.01%	659
2021 Q1	$184K	Sell	2,418 -4	-0.2%	-$291	﹤0.01%	630
2020 Q4	$182K	Sell	2,422 -4,610	-66%	-$366K	﹤0.01%	652
2020 Q3	$555K	Buy	7,032 +3,474	+98%	+$273K	0.01%	432
2020 Q2	$289K	Sell	3,558 -908	-20%	-$72.8K	﹤0.01%	556
2020 Q1	$322K	Buy	+4,466	New	+$365K	﹤0.01%	439
2017 Q2	–	Sell	-96	Closed	-$7K	–	388
2017 Q1	$7K	Hold	96	–	–	﹤0.01%	486
2016 Q4	$7K	Hold	96	–	–	﹤0.01%	451
2016 Q3	$7K	Buy	+96	New	+$7.31K	﹤0.01%	445
2016 Q1	–	Sell	-7,300	Closed	-$494K	–	454
2015 Q4	$494K	Hold	7,300	–	–	0.01%	325
2015 Q3	$517K	Hold	7,300	–	–	0.01%	327
2015 Q2	$487K	Buy	7,300 +700	+11%	+$49.3K	0.01%	347
2015 Q1	$468K	Hold	6,600	–	–	0.01%	341
2014 Q4	$507K	Buy	+6,600	New	+$478K	0.01%	330

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Investments Inc's D Position: Q4 2021 in Review

AGF Investments Inc sold out of Dominion Energy (D) in Q4 2021, closing a stake of 2,400 shares — an estimated $175K sold.

AGF Investments Inc first reported a position in D in Q4 2014 and held it in 15 quarters. The position peaked at $555K in Q3 2020. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

AGF Investments Inc reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
AGF Investments Inc sold 2,400 Dominion Energy shares in Q4 2021, an estimated $175K.
AGF Investments Inc first reported a position in Dominion Energy in Q4 2014 and held it in 15 quarters.
AGF Investments Inc's Dominion Energy position peaked at $555K in Q3 2020.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on AGF Investments Inc's 13F filing for Q4 2021, filed 1 Feb 2022.