EA
D icon

Edge Advisors’s Dominion Energy D Stock Holding History

Edge 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
2018
Q2 		$1.64M Buy
24,104
+1,148
+5% +$74.8K 0.15% 133
2018
Q1 		$1.55M Buy
22,956
+4,227
+23% +$312K 0.15% 133
2017
Q4 		$1.52M Sell
18,729
-609
-3% -$49.3K 0.15% 126
2017
Q3 		$1.49M Sell
19,338
-610
-3% -$47.4K 0.16% 124
2017
Q2 		$1.53M Buy
19,948
+65
+0.3% +$5.11K 0.17% 126
2017
Q1 		$1.54M Buy
19,883
+140
+0.7% +$10.6K 0.19% 116
2016
Q4 		$1.51M Buy
+19,743
New +$1.46M 0.19% 120

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Advisors's D Position: Q2 2018 in Review

Edge Advisors increased its Dominion Energy (D) stake by 5% in Q2 2018, buying an estimated $74.8K and bringing the position to 24,104 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #133.

Edge Advisors first reported a position in D in Q4 2016 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

  • Edge Advisors held 24,104 shares of Dominion Energy worth $1.64M as of Q2 2018.
  • Edge Advisors bought 1,148 Dominion Energy shares in Q2 2018, an estimated $74.8K.
  • Dominion Energy made up 0.15% of Edge Advisors's portfolio in Q2 2018, its #133 holding.
  • Edge Advisors first reported a position in Dominion Energy in Q4 2016 and has held it in 7 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.