HWA
D icon

HCR Wealth Advisors’s Dominion Energy D Stock Holding History

HCR Wealth 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
2021
Q1 		– Sell
-3,059
Closed -$230K – 188
2020
Q4 		$230K Buy
3,059
+5
+0.2% +$397 0.05% 165
2020
Q3 		$241K Sell
3,054
-114
-4% -$8.96K 0.06% 146
2020
Q2 		$261K Sell
3,168
-10
-0.3% -$802 0.06% 132
2020
Q1 		$229K Buy
+3,178
New +$260K 0.07% 135
2019
Q4 		– Sell
-2,487
Closed -$202K – 246
2019
Q3 		$202K Sell
2,487
-275
-10% -$21.3K 0.07% 146
2019
Q2 		$214K Buy
+2,762
New +$210K 0.06% 145
2018
Q3 		– Sell
-2,949
Closed -$201K – 161
2018
Q2 		$201K Buy
+2,949
New +$192K 0.07% 161
2018
Q1 		– Sell
-2,779
Closed -$225K – 170
2017
Q4 		$225K Sell
2,779
-85
-3% -$6.89K 0.08% 153
2017
Q3 		$220K Buy
2,864
+14
+0.5% +$1.09K 0.09% 149
2017
Q2 		$218K Sell
2,850
-35
-1% -$2.75K 0.11% 129
2017
Q1 		$224K Sell
2,885
-136
-5% -$10.3K 0.11% 135
2016
Q4 		$231K Buy
+3,021
New +$223K 0.12% 126

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCR Wealth Advisors's D Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Dominion Energy (D) in Q1 2021, closing a stake of 3,059 shares — an estimated $230K sold.

HCR Wealth Advisors first reported a position in D in Q4 2016 and held it in 12 quarters. The position peaked at $261K in Q2 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,059 Dominion Energy shares in Q1 2021, an estimated $230K.
  • HCR Wealth Advisors first reported a position in Dominion Energy in Q4 2016 and held it in 12 quarters.
  • HCR Wealth Advisors's Dominion Energy position peaked at $261K in Q2 2020.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.