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Crescent Capital Consulting’s Dominion Energy D Stock Holding History

Crescent Capital Consulting’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
Q4 		$60K Buy
763
+4
+0.5% +$301 0.01% 279
2021
Q3 		$55K Sell
759
-36
-5% -$2.75K 0.01% 294
2021
Q2 		$58K Sell
795
-310
-28% -$23.9K 0.01% 264
2021
Q1 		$84K Buy
1,105
+349
+46% +$25.4K 0.02% 243
2020
Q4 		$57K Buy
+756
New +$60.1K 0.01% 240

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 $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Crescent Capital Consulting's D Position: Q4 2021 in Review

Crescent Capital Consulting increased its Dominion Energy (D) stake by 0.53% in Q4 2021, buying an estimated $301 and bringing the position to 763 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #279.

Crescent Capital Consulting first reported a position in D in Q4 2020 and has held it in 5 quarters since. The position peaked at $84K in Q1 2021. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

  • Crescent Capital Consulting held 763 shares of Dominion Energy worth $60K as of Q4 2021.
  • Crescent Capital Consulting bought 4 Dominion Energy shares in Q4 2021, an estimated $301.
  • Dominion Energy made up 0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #279 holding.
  • Crescent Capital Consulting first reported a position in Dominion Energy in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's Dominion Energy position peaked at $84K in Q1 2021.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.