EWP
D icon

Engrave Wealth Partners’s Dominion Energy D Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-1,488
Closed -$120K – 143
2020
Q2 		$120K Buy
1,488
+88
+6% +$7.06K 0.11% 66
2020
Q1 		$101K Hold
1,400
– – 0.12% 61
2019
Q4 		$115K Buy
+1,400
New +$114K 0.11% 69

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's D Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Dominion Energy (D) in Q3 2020, closing a stake of 1,488 shares — an estimated $120K sold.

Engrave Wealth Partners first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $120K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,488 Dominion Energy shares in Q3 2020, an estimated $120K.
  • Engrave Wealth Partners first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Dominion Energy position peaked at $120K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.