EI
D icon

Elkhorn Investments’s Dominion Energy D Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.78M Buy
22,223
+7,001
+46% +$567K 0.93% 80
2017
Q3 		$1.17M Buy
15,222
+971
+7% +$75.5K 0.87% 89
2017
Q2 		$1.11M Sell
14,251
-1,743
-11% -$137K 0.87% 93
2017
Q1 		$1.24M Buy
+15,994
New +$1.21M 1.02% 31

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Elkhorn Investments's D Position: Q4 2017 in Review

Elkhorn Investments increased its Dominion Energy (D) stake by 46% in Q4 2017, buying an estimated $567K and bringing the position to 22,223 shares worth $1.78M. The position accounts for 0.93% of the portfolio, ranked #80.

Elkhorn Investments first reported a position in D in Q1 2017 and has held it in 4 quarters since. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • Elkhorn Investments held 22,223 shares of Dominion Energy worth $1.78M as of Q4 2017.
  • Elkhorn Investments bought 7,001 Dominion Energy shares in Q4 2017, an estimated $567K.
  • Dominion Energy made up 0.93% of Elkhorn Investments's portfolio in Q4 2017, its #80 holding.
  • Elkhorn Investments first reported a position in Dominion Energy in Q1 2017 and has held it in 4 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.