Cahill Financial Advisors’s Dominion Energy D Stock Holding History

Cahill Financial 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
2020 Q2	–	Sell	-3,445	Closed	-$249K	–	162
2020 Q1	$249K	Sell	3,445 -2,945	-46%	-$240K	0.12%	130
2019 Q4	$530K	Buy	6,390 +2	+0%	+$163	0.19%	103
2019 Q3	$518K	Buy	6,388 +21	+0.3%	+$1.62K	0.2%	103
2019 Q2	$493K	Buy	6,367 +102	+2%	+$7.77K	0.2%	101
2019 Q1	$481K	Hold	6,265	–	–	0.2%	99
2018 Q4	$448K	Buy	6,265 +730	+13%	+$53.3K	0.22%	99
2018 Q3	$389K	Buy	5,535 +500	+10%	+$35.4K	0.17%	116
2018 Q2	$344K	Buy	5,035 +760	+18%	+$49.5K	0.16%	123
2018 Q1	$289K	Buy	+4,275	New	+$316K	0.14%	129

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cahill Financial Advisors's D Position: Q2 2020 in Review

Cahill Financial Advisors sold out of Dominion Energy (D) in Q2 2020, closing a stake of 3,445 shares — an estimated $249K sold.

Cahill Financial Advisors first reported a position in D in Q1 2018 and held it in 9 quarters. The position peaked at $530K in Q4 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

Cahill Financial Advisors reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
Cahill Financial Advisors sold 3,445 Dominion Energy shares in Q2 2020, an estimated $249K.
Cahill Financial Advisors first reported a position in Dominion Energy in Q1 2018 and held it in 9 quarters.
Cahill Financial Advisors's Dominion Energy position peaked at $530K in Q4 2019.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Cahill Financial Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.