Hefty Wealth Partners’s Dominion Energy D Stock Holding History

Hefty 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
2018 Q1	$24K	Hold	353	–	–	0.02%	164
2017 Q4	$29K	Hold	353	–	–	0.02%	156
2017 Q3	$27K	Hold	353	–	–	0.02%	153
2017 Q2	$27K	Hold	353	–	–	0.02%	141
2017 Q1	$27K	Hold	353	–	–	0.02%	144
2016 Q4	$27K	Hold	353	–	–	0.02%	140
2016 Q3	$26K	Hold	353	–	–	0.02%	150
2016 Q2	$27K	Hold	353	–	–	0.02%	120
2016 Q1	$26K	Hold	353	–	–	0.02%	125
2015 Q4	$23K	Buy	+353	New	+$24.4K	0.02%	122

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Hefty Wealth Partners's D Position: Q1 2018 in Review

Hefty Wealth Partners held its Dominion Energy (D) position steady in Q1 2018 at 353 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #164.

Hefty Wealth Partners first reported a position in D in Q4 2015 and has held it in 10 quarters since. The position peaked at $29K in Q4 2017. 1,173 funds tracked by Wall St. Rank hold D as of Q1 2018.

Hefty Wealth Partners held 353 shares of Dominion Energy worth $24K as of Q1 2018.
Hefty Wealth Partners left its Dominion Energy share count unchanged in Q1 2018.
Dominion Energy made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #164 holding.
Hefty Wealth Partners first reported a position in Dominion Energy in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Dominion Energy position peaked at $29K in Q4 2017.
1,173 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.