MacNealy Hoover Investment Management’s Dominion Energy D Stock Holding History

MacNealy Hoover Investment 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
2019 Q3	$551K	Sell	6,800 -50	-0.7%	-$3.87K	0.45%	52
2019 Q2	$530K	Hold	6,850	–	–	0.4%	53
2019 Q1	$525K	Sell	6,850 -250	-4%	-$18.3K	0.4%	56
2018 Q4	$507K	Sell	7,100 -100	-1%	-$7.31K	0.44%	52
2018 Q3	$506K	Hold	7,200	–	–	0.37%	56
2018 Q2	$491K	Hold	7,200	–	–	0.38%	55
2018 Q1	$485K	Hold	7,200	–	–	0.39%	55
2017 Q4	$584K	Hold	7,200	–	–	0.42%	55
2017 Q3	$554K	Sell	7,200 -100	-1%	-$7.78K	0.4%	56
2017 Q2	$559K	Sell	7,300 -50	-0.7%	-$3.93K	0.42%	54
2017 Q1	$570K	Hold	7,350	–	–	0.43%	53
2016 Q4	$563K	Sell	7,350 -580	-7%	-$42.7K	0.43%	54
2016 Q3	$589K	Hold	7,930	–	–	0.47%	57
2016 Q2	$618K	Sell	7,930 -400	-5%	-$29K	0.5%	58
2016 Q1	$626K	Hold	8,330	–	–	0.51%	59
2015 Q4	$563K	Hold	8,330	–	–	0.47%	60
2015 Q3	$586K	Hold	8,330	–	–	0.53%	59
2015 Q2	$557K	Hold	8,330	–	–	0.46%	62
2015 Q1	$590K	Hold	8,330	–	–	0.51%	62
2014 Q4	$640K	Sell	8,330 -400	-5%	-$28.9K	0.55%	60
2014 Q3	$603K	Buy	8,730 +100	+1%	+$6.9K	0.53%	61
2014 Q2	$617K	Hold	8,630	–	–	0.54%	58
2014 Q1	$613K	Hold	8,630	–	–	0.55%	58
2013 Q4	$558K	Buy	+8,630	New	+$555K	0.52%	61

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

MacNealy Hoover Investment Management's D Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its Dominion Energy (D) stake by 0.73% in Q3 2019, selling an estimated $3.87K and leaving 6,800 shares worth $551K. The position accounts for 0.45% of the portfolio, ranked #52.

MacNealy Hoover Investment Management first reported a position in D in Q4 2013 and has held it in 24 quarters since. The position peaked at $640K in Q4 2014. 1,339 funds tracked by Wall St. Rank hold D as of Q3 2019.

MacNealy Hoover Investment Management held 6,800 shares of Dominion Energy worth $551K as of Q3 2019.
MacNealy Hoover Investment Management sold 50 Dominion Energy shares in Q3 2019, an estimated $3.87K.
Dominion Energy made up 0.45% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #52 holding.
MacNealy Hoover Investment Management first reported a position in Dominion Energy in Q4 2013 and has held it in 24 quarters since.
MacNealy Hoover Investment Management's Dominion Energy position peaked at $640K in Q4 2014.
1,339 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.