Nachman Norwood & Parrott’s Dominion Energy D Stock Holding History

Nachman Norwood & Parrott’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 Q2	$3.44M	Buy	46,699 +614	+1%	+$47.4K	0.35%	58
2021 Q1	$3.5M	Sell	46,085 -67	-0.1%	-$4.87K	0.39%	52
2020 Q4	$3.47M	Buy	46,152 +38	+0.1%	+$3.02K	0.41%	47
2020 Q3	$3.64M	Sell	46,114 -396	-0.9%	-$31.1K	0.49%	40
2020 Q2	$3.78M	Sell	46,510 -1,134	-2%	-$91K	0.63%	29
2020 Q1	$3.44M	Sell	47,644 -2,662	-5%	-$217K	0.69%	27
2019 Q4	$4.17M	Buy	50,306 +612	+1%	+$50K	0.68%	27
2019 Q3	$4.03M	Sell	49,694 -300	-0.6%	-$23.2K	0.72%	26
2019 Q2	$3.87M	Buy	49,994 +239	+0.5%	+$18.2K	0.7%	26
2019 Q1	$3.81M	Buy	49,755 +29,404	+144%	+$2.15M	0.71%	27
2018 Q4	$1.45M	Buy	+20,351	New	+$1.49M	0.3%	75

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

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

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

Nachman Norwood & Parrott's D Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Dominion Energy (D) stake by 1.3% in Q2 2021, buying an estimated $47.4K and bringing the position to 46,699 shares worth $3.44M. The position accounts for 0.35% of the portfolio, ranked #58.

Nachman Norwood & Parrott first reported a position in D in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.17M in Q4 2019. 1,434 funds tracked by Wall St. Rank hold D as of Q2 2021.

Nachman Norwood & Parrott held 46,699 shares of Dominion Energy worth $3.44M as of Q2 2021.
Nachman Norwood & Parrott bought 614 Dominion Energy shares in Q2 2021, an estimated $47.4K.
Dominion Energy made up 0.35% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #58 holding.
Nachman Norwood & Parrott first reported a position in Dominion Energy in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Dominion Energy position peaked at $4.17M in Q4 2019.
1,434 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.