Gideon Capital Advisors’s Dominion Energy D Stock Holding History

Gideon 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
2019 Q4	–	Sell	-3,092	Closed	-$251K	–	292
2019 Q3	$251K	Buy	+3,092	New	+$239K	0.08%	253
2019 Q1	–	Sell	-17,470	Closed	-$1.25M	–	404
2018 Q4	$1.25M	Buy	17,470 +8,386	+92%	+$613K	0.51%	52
2018 Q3	$638K	Sell	9,084 -22,746	-71%	-$1.61M	0.3%	97
2018 Q2	$2.17M	Buy	31,830 +15,109	+90%	+$984K	1.09%	7
2018 Q1	$1.14M	Buy	+16,721	New	+$1.23M	0.7%	15
2016 Q4	–	Sell	-3,735	Closed	-$277K	–	409
2016 Q3	$277K	Sell	3,735 -9,090	-71%	-$693K	0.17%	145
2016 Q2	$999K	Buy	+12,825	New	+$931K	0.58%	55
2015 Q4	–	Sell	-40,126	Closed	-$2.82M	–	209
2015 Q3	$2.82M	Buy	+40,126	New	+$2.82M	1.65%	6
2015 Q2	–	Sell	-20,561	Closed	-$1.46M	–	249
2015 Q1	$1.46M	Buy	+20,561	New	+$1.53M	0.59%	66
2014 Q4	–	Sell	-12,759	Closed	-$882K	–	225
2014 Q3	$882K	Sell	12,759 -46,097	-78%	-$3.18M	0.34%	98
2014 Q2	$4.21M	Buy	+58,856	New	+$4.13M	1.53%	7

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gideon Capital Advisors's D Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Dominion Energy (D) in Q4 2019, closing a stake of 3,092 shares — an estimated $251K sold.

Gideon Capital Advisors first reported a position in D in Q2 2014 and held it in 11 quarters. The position peaked at $4.21M in Q2 2014. 1,464 funds tracked by Wall St. Rank hold D as of Q4 2019.

Gideon Capital Advisors reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,092 Dominion Energy shares in Q4 2019, an estimated $251K.
Gideon Capital Advisors first reported a position in Dominion Energy in Q2 2014 and held it in 11 quarters.
Gideon Capital Advisors's Dominion Energy position peaked at $4.21M in Q2 2014.
1,464 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.