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JT Stratford LLC’s Dominion Energy D Stock Holding History

JT Stratford LLC’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
-4,371
Closed -$329K – 206
2020
Q4 		$329K Sell
4,371
-1,632
-27% -$130K 0.12% 127
2020
Q3 		$474K Sell
6,003
-1,453
-19% -$114K 0.2% 94
2020
Q2 		$605K Buy
7,456
+2,163
+41% +$173K 0.31% 82
2020
Q1 		$382K Buy
5,293
+245
+5% +$20K 0.23% 79
2019
Q4 		$418K Buy
5,048
+194
+4% +$15.9K 0.19% 97
2019
Q3 		$393K Buy
+4,854
New +$375K 0.22% 102

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

JT Stratford LLC's D Position: Q1 2021 in Review

JT Stratford LLC sold out of Dominion Energy (D) in Q1 2021, closing a stake of 4,371 shares — an estimated $329K sold.

JT Stratford LLC first reported a position in D in Q3 2019 and held it in 6 quarters. The position peaked at $605K in Q2 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • JT Stratford LLC reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • JT Stratford LLC sold 4,371 Dominion Energy shares in Q1 2021, an estimated $329K.
  • JT Stratford LLC first reported a position in Dominion Energy in Q3 2019 and held it in 6 quarters.
  • JT Stratford LLC's Dominion Energy position peaked at $605K in Q2 2020.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on JT Stratford LLC's 13F filing for Q1 2021, filed 12 May 2021.