Janney Capital Management’s Dominion Energy D Stock Holding History

Janney Capital Management’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	-74,820	Closed	-$5.63M	–	205
2020 Q4	$5.63M	Sell	74,820 -8,717	-10%	-$693K	0.39%	90
2020 Q3	$6.59M	Sell	83,537 -6,551	-7%	-$515K	0.45%	85
2020 Q2	$7.31M	Buy	+90,088	New	+$7.23M	0.5%	80
2015 Q1	–	Sell	-2,817	Closed	-$217K	–	221
2014 Q4	$217K	Buy	+2,817	New	+$204K	0.01%	191

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Janney Capital Management's D Position: Q1 2021 in Review

Janney Capital Management sold out of Dominion Energy (D) in Q1 2021, closing a stake of 74,820 shares — an estimated $5.63M sold.

Janney Capital Management first reported a position in D in Q4 2014 and held it in 4 quarters. The position peaked at $7.31M in Q2 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Janney Capital Management reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Janney Capital Management sold 74,820 Dominion Energy shares in Q1 2021, an estimated $5.63M.
Janney Capital Management first reported a position in Dominion Energy in Q4 2014 and held it in 4 quarters.
Janney Capital Management's Dominion Energy position peaked at $7.31M in Q2 2020.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Janney Capital Management's 13F filing for Q1 2021, filed 27 Apr 2021.