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Keystone Financial Planning’s Dominion Energy D Stock Holding History

Keystone Financial Planning’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
2020
Q4 		– Sell
-5,081
Closed -$401K – 47
2020
Q3 		$401K Sell
5,081
-78,546
-94% -$6.17M 0.19% 36
2020
Q2 		$6.79M Sell
83,627
-1
-0% -$80 3.35% 13
2020
Q1 		$6.04M Sell
83,628
-4,604
-5% -$376K 3.46% 11
2019
Q4 		$7.31M Buy
88,232
+443
+0.5% +$36.2K 3.26% 11
2019
Q3 		$7.11M Sell
87,789
-111
-0.1% -$8.59K 3.4% 9
2019
Q2 		$6.8M Sell
87,900
-597
-0.7% -$45.5K 3.33% 10
2019
Q1 		$6.78M Sell
88,497
-76
-0.1% -$5.55K 3.35% 13
2018
Q4 		$6.33M Buy
88,573
+1,522
+2% +$111K 3.54% 11
2018
Q3 		$6.12M Buy
87,051
+1,178
+1% +$83.4K 3.13% 14
2018
Q2 		$5.86M Buy
85,873
+3,934
+5% +$256K 3.22% 13
2018
Q1 		$5.53M Buy
81,939
+11,806
+17% +$872K 3.08% 15
2017
Q4 		$5.68M Buy
70,133
+7,340
+12% +$595K 3.03% 18
2017
Q3 		$4.83M Buy
62,793
+4,326
+7% +$336K 2.74% 20
2017
Q2 		$4.48M Buy
58,467
+3,034
+5% +$238K 2.71% 18
2017
Q1 		$4.3M Buy
55,433
+22
+0% +$1.66K 2.67% 21
2016
Q4 		$4.24M Buy
55,411
+904
+2% +$66.6K 2.77% 20
2016
Q3 		$4.05M Buy
54,507
+14,305
+36% +$1.09M 2.66% 21
2016
Q2 		$3.13M Buy
+40,202
New +$2.92M 2.12% 25

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Financial Planning's D Position: Q4 2020 in Review

Keystone Financial Planning sold out of Dominion Energy (D) in Q4 2020, closing a stake of 5,081 shares — an estimated $401K sold.

Keystone Financial Planning first reported a position in D in Q2 2016 and held it in 18 quarters. The position peaked at $7.31M in Q4 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Keystone Financial Planning reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Keystone Financial Planning sold 5,081 Dominion Energy shares in Q4 2020, an estimated $401K.
  • Keystone Financial Planning first reported a position in Dominion Energy in Q2 2016 and held it in 18 quarters.
  • Keystone Financial Planning's Dominion Energy position peaked at $7.31M in Q4 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Keystone Financial Planning's 13F filing for Q4 2020, filed 4 Feb 2021.