FCA
D icon

FLC Capital Advisors’s Dominion Energy D Stock Holding History

FLC Capital 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 		– Sell
-2,541
Closed -$206K – 146
2020
Q3 		$206K Sell
2,541
-447
-15% -$35.1K 0.08% 131
2020
Q2 		$220K Sell
2,988
-32
-1% -$2.57K 0.09% 108
2020
Q1 		$215K Hold
3,020
– – 0.1% 106
2019
Q4 		$250K Hold
3,020
– – 0.1% 104
2019
Q3 		$245K Sell
3,020
-218
-7% -$16.9K 0.1% 103
2019
Q2 		$253K Hold
3,238
– – 0.1% 101
2019
Q1 		$248K Buy
+3,238
New +$236K 0.11% 91

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FLC Capital Advisors's D Position: Q4 2020 in Review

FLC Capital Advisors sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,541 shares — an estimated $206K sold.

FLC Capital Advisors first reported a position in D in Q1 2019 and held it in 7 quarters. The position peaked at $253K in Q2 2019. 1,471 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • FLC Capital Advisors reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • FLC Capital Advisors sold 2,541 Dominion Energy shares in Q4 2020, an estimated $206K.
  • FLC Capital Advisors first reported a position in Dominion Energy in Q1 2019 and held it in 7 quarters.
  • FLC Capital Advisors's Dominion Energy position peaked at $253K in Q2 2019.
  • 1,471 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on FLC Capital Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.