Hobart Private Capital’s Dominion Energy D Stock Holding History

Hobart Private Capital’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	-3,279	Closed	-$247K	–	140
2020 Q4	$247K	Sell	3,279 -1,337	-29%	-$106K	0.11%	130
2020 Q3	$364K	Sell	4,616 -10,643	-70%	-$836K	0.19%	110
2020 Q2	$1.24M	Sell	15,259 -4,631	-23%	-$371K	0.7%	25
2020 Q1	$1.44M	Sell	19,890 -471	-2%	-$38.5K	0.99%	26
2019 Q4	$1.69M	Buy	20,361 +985	+5%	+$80.5K	1.03%	28
2019 Q3	$1.57M	Sell	19,376 -2,140	-10%	-$166K	1.07%	22
2019 Q2	$1.66M	Sell	21,516 -1,299	-6%	-$99K	1.16%	21
2019 Q1	$1.75M	Sell	22,815 -1,038	-4%	-$75.8K	1.33%	16
2018 Q4	$1.7M	Sell	23,853 -162	-0.7%	-$11.8K	1.46%	19
2018 Q3	$1.69M	Buy	24,015 +6,611	+38%	+$468K	1.29%	22
2018 Q2	$1.19M	Sell	17,404 -1,450	-8%	-$94.4K	0.97%	35
2018 Q1	$1.27M	Buy	18,854 +84	+0.4%	+$6.2K	1.11%	28
2017 Q4	$1.52M	Buy	+18,770	New	+$1.52M	1.36%	22

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hobart Private Capital's D Position: Q1 2021 in Review

Hobart Private Capital sold out of Dominion Energy (D) in Q1 2021, closing a stake of 3,279 shares — an estimated $247K sold.

Hobart Private Capital first reported a position in D in Q4 2017 and held it in 13 quarters. The position peaked at $1.75M in Q1 2019. 1,452 funds tracked by Wall St. Rank hold D as of Q1 2021.

Hobart Private Capital reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Hobart Private Capital sold 3,279 Dominion Energy shares in Q1 2021, an estimated $247K.
Hobart Private Capital first reported a position in Dominion Energy in Q4 2017 and held it in 13 quarters.
Hobart Private Capital's Dominion Energy position peaked at $1.75M in Q1 2019.
1,452 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.