Donoghue Forlines’s Dominion Energy D Stock Holding History

Donoghue Forlines’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	–	Sell	-14,707	Closed	-$1.11M	–	236
2020 Q4	$1.11M	Buy	+14,707	New	+$1.17M	0.21%	123
2020 Q1	–	Sell	-27,796	Closed	-$2.3M	–	82
2019 Q4	$2.3M	Buy	+27,796	New	+$2.27M	0.36%	86
2018 Q4	–	Sell	-36,690	Closed	-$2.58M	–	61
2018 Q3	$2.58M	Buy	+36,690	New	+$2.6M	0.2%	101

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

Donoghue Forlines's D Position: Q1 2021 in Review

Donoghue Forlines sold out of Dominion Energy (D) in Q1 2021, closing a stake of 14,707 shares — an estimated $1.11M sold.

Donoghue Forlines first reported a position in D in Q3 2018 and held it in 3 quarters. The position peaked at $2.58M in Q3 2018. 1,451 funds tracked by Wall St. Rank hold D as of Q1 2021.

Donoghue Forlines reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Donoghue Forlines sold 14,707 Dominion Energy shares in Q1 2021, an estimated $1.11M.
Donoghue Forlines first reported a position in Dominion Energy in Q3 2018 and held it in 3 quarters.
Donoghue Forlines's Dominion Energy position peaked at $2.58M in Q3 2018.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Donoghue Forlines's 13F filing for Q1 2021, filed 14 May 2021.