EA
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Ecofin Advisors’s Dominion Energy D Stock Holding History

Ecofin Advisors’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
2020
Q4 		$5.99M Buy
79,669
+18,448
+30% +$1.47M 2.51% 14
2020
Q3 		$4.83M Buy
61,221
+1,526
+3% +$120K 2.34% 18
2020
Q2 		$4.85M Buy
59,695
+154
+0.3% +$12.4K 2.66% 16
2020
Q1 		$4.3M Buy
59,541
+9,626
+19% +$786K 2.94% 14
2019
Q4 		$4.13M Buy
+49,915
New +$4.08M 1.97% 19
2017
Q1 		– Sell
-32,429
Closed -$2.48M – 35
2016
Q4 		$2.48M Buy
32,429
+4,230
+15% +$312K 0.68% 27
2016
Q3 		$2.09M Sell
28,199
-74,909
-73% -$5.71M 0.54% 26
2016
Q2 		$8.04M Sell
103,108
-121,869
-54% -$8.84M 1.58% 19
2016
Q1 		$16.9M Hold
224,977
– – 2.81% 15
2015
Q4 		$15.2M Hold
224,977
– – 2.56% 14
2015
Q3 		$15.8M Hold
224,977
– – 3.04% 12
2015
Q2 		$15M Hold
224,977
– – 2.42% 14
2015
Q1 		$15.9M Sell
224,977
-56,244
-20% -$4.17M 2.29% 17
2014
Q4 		$21.6M Buy
281,221
+88,767
+46% +$6.42M 3.9% 11
2014
Q3 		$13.3M Buy
+192,454
New +$13.3M 2.36% 18
2013
Q4 		– Sell
-1,223
Closed -$19.6K – 52
2013
Q3 		$19.6K Buy
+1,223
New +$72.5K 0.21% 27

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return