Cerro Pacific Wealth Advisors’s Dominion Energy D Stock Holding History

Cerro Pacific Wealth 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 Q4	$254K	Buy	+3,384	New	+$269K	0.15%	99

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cerro Pacific Wealth Advisors's D Position: Q4 2020 in Review

Cerro Pacific Wealth Advisors opened a new position in Dominion Energy (D) in Q4 2020: 3,384 shares worth $254K. The stake represents 0.15% of the portfolio and ranks #99 among its holdings.

1,470 funds tracked by Wall St. Rank hold D as of Q4 2020.

Cerro Pacific Wealth Advisors held 3,384 shares of Dominion Energy worth $254K as of Q4 2020.
Dominion Energy was a new Cerro Pacific Wealth Advisors position in Q4 2020.
Dominion Energy made up 0.15% of Cerro Pacific Wealth Advisors's portfolio in Q4 2020, its #99 holding.
1,470 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.