LifePlan Financial Group’s Dominion Energy D Stock Holding History

LifePlan Financial Group’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 Q3	$240K	Sell	3,043 -2,367	-44%	-$186K	0.1%	115
2020 Q2	$439K	Hold	5,410	–	–	0.2%	81
2020 Q1	$391K	Hold	5,410	–	–	0.21%	84
2019 Q4	$448K	Buy	5,410 +2,367	+78%	+$193K	0.2%	87
2019 Q3	$247K	Hold	3,043	–	–	0.12%	119
2019 Q2	$235K	Hold	3,043	–	–	0.11%	120
2019 Q1	$233K	Hold	3,043	–	–	0.12%	116
2018 Q4	$217K	Hold	3,043	–	–	0.14%	114
2018 Q3	$214K	Hold	3,043	–	–	0.12%	120
2018 Q2	$207K	Sell	3,043 -1,833	-38%	-$119K	0.12%	116
2018 Q1	$329K	Hold	4,876	–	–	0.19%	84
2017 Q4	$375K	Hold	4,876	–	–	0.24%	76
2017 Q3	$375K	Hold	4,876	–	–	0.24%	76
2017 Q2	$374K	Hold	4,876	–	–	0.26%	77
2017 Q1	$378K	Hold	4,876	–	–	0.26%	71
2016 Q4	$373K	Hold	4,876	–	–	0.26%	81
2016 Q3	$362K	Hold	4,876	–	–	0.25%	72
2016 Q2	$380K	Hold	4,876	–	–	0.26%	67
2016 Q1	$366K	Hold	4,876	–	–	0.26%	62
2015 Q4	$330K	Hold	4,876	–	–	0.23%	70
2015 Q3	$343K	Hold	4,876	–	–	0.25%	64
2015 Q2	$326K	Buy	4,876 +189	+4%	+$13.3K	0.22%	75
2015 Q1	$332K	Sell	4,687 -216	-4%	-$16K	0.22%	53
2014 Q4	$377K	Buy	4,903 +743	+18%	+$53.8K	0.25%	48
2014 Q3	$287K	Hold	4,160	–	–	0.24%	50
2014 Q2	$298K	Sell	4,160 -85	-2%	-$5.96K	0.21%	48
2014 Q1	$301K	Hold	4,245	–	–	0.24%	46
2013 Q4	$275K	Buy	4,245 +1,423	+50%	+$91.6K	0.19%	47
2013 Q3	$176K	Buy	2,822 +1,607	+132%	+$95.3K	0.14%	51
2013 Q2	$69K	Buy	+1,215	New	+$71.2K	0.08%	67

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's D Position: Q3 2020 in Review

LifePlan Financial Group reduced its Dominion Energy (D) stake by 44% in Q3 2020, selling an estimated $186K and leaving 3,043 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #115.

LifePlan Financial Group first reported a position in D in Q2 2013 and has held it in 30 quarters since. The position peaked at $448K in Q4 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2020.

LifePlan Financial Group held 3,043 shares of Dominion Energy worth $240K as of Q3 2020.
LifePlan Financial Group sold 2,367 Dominion Energy shares in Q3 2020, an estimated $186K.
Dominion Energy made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #115 holding.
LifePlan Financial Group first reported a position in Dominion Energy in Q2 2013 and has held it in 30 quarters since.
LifePlan Financial Group's Dominion Energy position peaked at $448K in Q4 2019.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.