CSat Investment Advisory’s Dominion Energy D Stock Holding History

CSat Investment Advisory’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 Q1	$14K	Buy	188 +60	+47%	+$4.36K	0.01%	415
2020 Q4	$10K	Sell	128 -3,721	-97%	-$296K	0.01%	423
2020 Q3	$304K	Sell	3,849 -4,973	-56%	-$391K	0.03%	217
2020 Q2	$716K	Buy	8,822 +123	+1%	+$9.87K	0.09%	125
2020 Q1	$628K	Buy	8,699 +586	+7%	+$47.9K	0.13%	101
2019 Q4	$672K	Sell	8,113 -193	-2%	-$15.8K	0.18%	100
2019 Q3	$673K	Buy	8,306 +128	+2%	+$9.9K	0.21%	87
2019 Q2	$632K	Sell	8,178 -533	-6%	-$40.6K	0.22%	88
2019 Q1	$668K	Buy	8,711 +7	+0.1%	+$511	0.34%	73
2018 Q4	$622K	Sell	8,704 -274	-3%	-$20K	0.37%	68
2018 Q3	$631K	Buy	8,978 +78	+0.9%	+$5.52K	0.36%	71
2018 Q2	$607K	Buy	+8,900	New	+$580K	0.32%	74

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

CSat Investment Advisory's D Position: Q1 2021 in Review

CSat Investment Advisory increased its Dominion Energy (D) stake by 47% in Q1 2021, buying an estimated $4.36K and bringing the position to 188 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #415.

CSat Investment Advisory first reported a position in D in Q2 2018 and has held it in 12 quarters since. The position peaked at $716K in Q2 2020. 1,451 funds tracked by Wall St. Rank hold D as of Q1 2021.

CSat Investment Advisory held 188 shares of Dominion Energy worth $14K as of Q1 2021.
CSat Investment Advisory bought 60 Dominion Energy shares in Q1 2021, an estimated $4.36K.
Dominion Energy made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #415 holding.
CSat Investment Advisory first reported a position in Dominion Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Dominion Energy position peaked at $716K in Q2 2020.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.