Mercer Capital Advisers’s Dominion Energy D Stock Holding History

Mercer Capital Advisers’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 Q3	$297K	Hold	4,068	–	–	0.16%	77
2021 Q2	$299K	Hold	4,068	–	–	0.15%	78
2021 Q1	$309K	Hold	4,068	–	–	0.17%	75
2020 Q4	$306K	Hold	4,068	–	–	0.17%	72
2020 Q3	$321K	Hold	4,068	–	–	0.2%	64
2020 Q2	$330K	Hold	4,068	–	–	0.21%	63
2020 Q1	$294K	Hold	4,068	–	–	0.22%	58
2019 Q4	$337K	Hold	4,068	–	–	0.2%	68
2019 Q3	$330K	Hold	4,068	–	–	0.21%	68
2019 Q2	$315K	Hold	4,068	–	–	0.2%	71
2019 Q1	$312K	Hold	4,068	–	–	0.21%	68
2018 Q4	$291K	Hold	4,068	–	–	0.22%	68
2018 Q3	$285K	Hold	4,068	–	–	0.19%	79
2018 Q2	$277K	Hold	4,068	–	–	0.2%	76
2018 Q1	$274K	Hold	4,068	–	–	0.2%	74
2017 Q4	$330K	Sell	4,068 -200	-5%	-$16.2K	0.24%	66
2017 Q3	$328K	Hold	4,268	–	–	0.24%	69
2017 Q2	$327K	Hold	4,268	–	–	0.25%	68
2017 Q1	$331K	Sell	4,268 -468	-10%	-$35.4K	0.25%	67
2016 Q4	$363K	Hold	4,736	–	–	0.29%	61
2016 Q3	$352K	Sell	4,736 -241	-5%	-$18.4K	0.28%	65
2016 Q2	$388K	Sell	4,977 -250	-5%	-$18.1K	0.32%	58
2016 Q1	$393K	Hold	5,227	–	–	0.34%	57
2015 Q4	$353K	Buy	5,227 +109	+2%	+$7.53K	0.31%	61
2015 Q3	$360K	Sell	5,118 -140	-3%	-$9.84K	0.33%	60
2015 Q2	$352K	Hold	5,258	–	–	0.32%	64
2015 Q1	$373K	Hold	5,258	–	–	0.33%	60
2014 Q4	$404K	Buy	+5,258	New	+$381K	0.36%	53

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Mercer Capital Advisers's D Position: Q3 2021 in Review

Mercer Capital Advisers held its Dominion Energy (D) position steady in Q3 2021 at 4,068 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #77.

Mercer Capital Advisers first reported a position in D in Q4 2014 and has held it in 28 quarters since. The position peaked at $404K in Q4 2014. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

Mercer Capital Advisers held 4,068 shares of Dominion Energy worth $297K as of Q3 2021.
Mercer Capital Advisers left its Dominion Energy share count unchanged in Q3 2021.
Dominion Energy made up 0.16% of Mercer Capital Advisers's portfolio in Q3 2021, its #77 holding.
Mercer Capital Advisers first reported a position in Dominion Energy in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's Dominion Energy position peaked at $404K in Q4 2014.
1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.