CS McKee’s Dominion Energy D Stock Holding History

CS McKee’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
2019 Q4	$1.95M	Hold	23,488	–	–	0.18%	66
2019 Q3	$1.9M	Buy	+23,488	New	+$1.82M	0.17%	66

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CS McKee's D Position: Q4 2019 in Review

CS McKee held its Dominion Energy (D) position steady in Q4 2019 at 23,488 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #66.

CS McKee first reported a position in D in Q3 2019 and has held it in 2 quarters since. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

CS McKee held 23,488 shares of Dominion Energy worth $1.95M as of Q4 2019.
CS McKee left its Dominion Energy share count unchanged in Q4 2019.
Dominion Energy made up 0.18% of CS McKee's portfolio in Q4 2019, its #66 holding.
CS McKee first reported a position in Dominion Energy in Q3 2019 and has held it in 2 quarters since.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on CS McKee's 13F filing for Q4 2019, filed 14 Feb 2020.