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Aldebaran Financial’s Dominion Energy D Stock Holding History

Aldebaran Financial’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
Q1 		– Sell
-19,002
Closed -$1.43M – 87
2020
Q4 		$1.43M Sell
19,002
-386
-2% -$30.7K 1.33% 24
2020
Q3 		$1.53M Sell
19,388
-329
-2% -$25.8K 1.59% 17
2020
Q2 		$1.6M Sell
19,717
-12,746
-39% -$1.02M 1.88% 15
2020
Q1 		$2.34M Buy
32,463
+2,024
+7% +$165K 2.29% 11
2019
Q4 		$2.52M Sell
30,439
-5,096
-14% -$416K 1.91% 13
2019
Q3 		$2.89M Buy
35,535
+8,083
+29% +$625K 1.93% 13
2019
Q2 		$2.12M Buy
27,452
+1,127
+4% +$85.9K 1.47% 24
2019
Q1 		$2.02M Buy
26,325
+1,034
+4% +$75.5K 1.42% 25
2018
Q4 		$1.81M Buy
25,291
+101
+0.4% +$7.38K 1.38% 28
2018
Q3 		$1.77M Buy
25,190
+677
+3% +$47.9K 1.15% 32
2018
Q2 		$1.67M Buy
24,513
+596
+2% +$38.8K 1.15% 34
2018
Q1 		$1.61M Buy
23,917
+26
+0.1% +$1.92K 1.08% 39
2017
Q4 		$1.94M Buy
23,891
+541
+2% +$43.8K 1.29% 32
2017
Q3 		$1.8M Buy
23,350
+151
+0.7% +$11.7K 1.24% 31
2017
Q2 		$1.78M Buy
23,199
+6,541
+39% +$514K 1.3% 28
2017
Q1 		$1.29M Buy
16,658
+2,189
+15% +$166K 0.98% 38
2016
Q4 		$1.11M Buy
14,469
+1,420
+11% +$105K 0.88% 42
2016
Q3 		$969K Buy
13,049
+745
+6% +$56.8K 0.77% 51
2016
Q2 		$962K Buy
12,304
+4,425
+56% +$321K 0.77% 48
2016
Q1 		$592K Sell
7,879
-1,000
-11% -$70.8K 0.52% 57
2015
Q4 		$599K Buy
8,879
+2,250
+34% +$155K 0.55% 55
2015
Q3 		$467K Buy
6,629
+3,450
+109% +$242K 0.44% 68
2015
Q2 		$214K Buy
+3,179
New +$224K 0.18% 98
2015
Q1 		– Sell
-25,328
Closed -$1.95M – 111
2014
Q4 		$1.95M Sell
25,328
-9,582
-27% -$693K 1.71% 16
2014
Q3 		$2.41M Sell
34,910
-3,745
-10% -$259K 2.16% 10
2014
Q2 		$2.77M Sell
38,655
-297
-0.8% -$20.8K 2.18% 9
2014
Q1 		$2.77M Sell
38,952
-171
-0.4% -$11.7K 2.42% 6
2013
Q4 		$2.51M Buy
+39,123
New +$2.52M 2.39% 6

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aldebaran Financial's D Position: Q1 2021 in Review

Aldebaran Financial sold out of Dominion Energy (D) in Q1 2021, closing a stake of 19,002 shares — an estimated $1.43M sold.

Aldebaran Financial first reported a position in D in Q4 2013 and held it in 28 quarters. The position peaked at $2.89M in Q3 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • Aldebaran Financial reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • Aldebaran Financial sold 19,002 Dominion Energy shares in Q1 2021, an estimated $1.43M.
  • Aldebaran Financial first reported a position in Dominion Energy in Q4 2013 and held it in 28 quarters.
  • Aldebaran Financial's Dominion Energy position peaked at $2.89M in Q3 2019.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Aldebaran Financial's 13F filing for Q1 2021, filed 3 May 2021.