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Berman Capital Advisors’s Dominion Energy D Stock Holding History

Berman Capital 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
2021
Q3 		$264K Buy
3,620
+882
+32% +$67.3K 0.04% 221
2021
Q2 		$201K Buy
2,738
+315
+13% +$24.3K 0.03% 234
2021
Q1 		$183K Buy
2,423
+178
+8% +$12.9K 0.04% 199
2020
Q4 		$167K Sell
2,245
-12
-0.5% -$953 0.04% 189
2020
Q3 		$177K Sell
2,257
-19
-0.8% -$1.49K 0.05% 158
2020
Q2 		$184K Sell
2,276
-200
-8% -$16K 0.05% 153
2020
Q1 		$177K Buy
2,476
+528
+27% +$43.1K 0.06% 136
2019
Q4 		$160K Buy
1,948
+3
+0.2% +$245 0.05% 162
2019
Q3 		$157K Sell
1,945
-20
-1% -$1.55K 0.05% 156
2019
Q2 		$151K Buy
1,965
+173
+10% +$13.2K 0.05% 158
2019
Q1 		$136K Buy
1,792
+640
+56% +$46.7K 0.05% 160
2018
Q4 		$81K Buy
+1,152
New +$84.2K 0.03% 199

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Berman Capital Advisors's D Position: Q3 2021 in Review

Berman Capital Advisors increased its Dominion Energy (D) stake by 32% in Q3 2021, buying an estimated $67.3K and bringing the position to 3,620 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #221.

Berman Capital Advisors first reported a position in D in Q4 2018 and has held it in 12 quarters since. 1,375 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Berman Capital Advisors held 3,620 shares of Dominion Energy worth $264K as of Q3 2021.
  • Berman Capital Advisors bought 882 Dominion Energy shares in Q3 2021, an estimated $67.3K.
  • Dominion Energy made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #221 holding.
  • Berman Capital Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 12 quarters since.
  • 1,375 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.