Lucas Capital Management’s Dominion Energy D Stock Holding History

Lucas 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
2018 Q2	–	Sell	-3,200	Closed	-$212K	–	96
2018 Q1	$212K	Hold	3,200	–	–	0.21%	89
2017 Q4	$259K	Hold	3,200	–	–	0.22%	88
2017 Q3	$246K	Sell	3,200 -75	-2%	-$5.83K	0.22%	87
2017 Q2	$251K	Hold	3,275	–	–	0.18%	103
2017 Q1	$254K	Hold	3,275	–	–	0.19%	92
2016 Q4	$251K	Hold	3,275	–	–	0.18%	95
2016 Q3	$243K	Buy	3,275 +75	+2%	+$5.71K	0.19%	84
2016 Q2	$249K	Hold	3,200	–	–	0.18%	87
2016 Q1	$240K	Hold	3,200	–	–	0.18%	91
2015 Q4	$216K	Sell	3,200 -224	-7%	-$15.5K	0.14%	109
2015 Q3	$241K	Hold	3,424	–	–	0.14%	98
2015 Q2	$229K	Hold	3,424	–	–	0.1%	120
2015 Q1	$243K	Hold	3,424	–	–	0.1%	113
2014 Q4	$263K	Hold	3,424	–	–	0.1%	110
2014 Q3	$237K	Hold	3,424	–	–	0.07%	128
2014 Q2	$245K	Hold	3,424	–	–	0.08%	132
2014 Q1	$243K	Hold	3,424	–	–	0.08%	119
2013 Q4	$221K	Hold	3,424	–	–	0.07%	127
2013 Q3	$214K	Buy	+3,424	New	+$203K	0.07%	126

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucas Capital Management's D Position: Q2 2018 in Review

Lucas Capital Management sold out of Dominion Energy (D) in Q2 2018, closing a stake of 3,200 shares — an estimated $212K sold.

Lucas Capital Management first reported a position in D in Q3 2013 and held it in 19 quarters. The position peaked at $263K in Q4 2014. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

Lucas Capital Management reported no remaining Dominion Energy position as of Q2 2018 after selling out during the quarter.
Lucas Capital Management sold 3,200 Dominion Energy shares in Q2 2018, an estimated $212K.
Lucas Capital Management first reported a position in Dominion Energy in Q3 2013 and held it in 19 quarters.
Lucas Capital Management's Dominion Energy position peaked at $263K in Q4 2014.
1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Lucas Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.