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Credential Securities’s Dominion Energy D Stock Holding History

Credential Securities’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
2018
Q2 		– Sell
-5,905
Closed -$398K – 251
2018
Q1 		$398K Buy
+5,905
New +$436K 0.1% 132

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credential Securities's D Position: Q2 2018 in Review

Credential Securities sold out of Dominion Energy (D) in Q2 2018, closing a stake of 5,905 shares — an estimated $398K sold.

Credential Securities first reported a position in D in Q1 2018 and held it in 1 quarter. The position peaked at $398K in Q1 2018. 1,151 funds tracked by Wall St. Rank hold D as of Q2 2018.

  • Credential Securities reported no remaining Dominion Energy position as of Q2 2018 after selling out during the quarter.
  • Credential Securities sold 5,905 Dominion Energy shares in Q2 2018, an estimated $398K.
  • Credential Securities first reported a position in Dominion Energy in Q1 2018 and held it in 1 quarter.
  • Credential Securities's Dominion Energy position peaked at $398K in Q1 2018.
  • 1,151 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.