Nichols & Pratt Advisers’s Dominion Energy D Stock Holding History

Nichols & Pratt 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
2019 Q4	–	Sell	-3,200	Closed	-$259K	–	96
2019 Q3	$259K	Hold	3,200	–	–	0.02%	93
2019 Q2	$247K	Buy	3,200 +300	+10%	+$22.9K	0.02%	97
2019 Q1	$222K	Hold	2,900	–	–	0.02%	100
2018 Q4	$207K	Sell	2,900 -1,936	-40%	-$141K	0.02%	99
2018 Q3	$340K	Hold	4,836	–	–	0.03%	97
2018 Q2	$330K	Hold	4,836	–	–	0.03%	96
2018 Q1	$326K	Sell	4,836 -1,000	-17%	-$73.8K	0.03%	95
2017 Q4	$473K	Hold	5,836	–	–	0.04%	85
2017 Q3	$449K	Hold	5,836	–	–	0.04%	85
2017 Q2	$447K	Hold	5,836	–	–	0.04%	85
2017 Q1	$453K	Sell	5,836 -584	-9%	-$44.2K	0.04%	82
2016 Q4	$492K	Hold	6,420	–	–	0.05%	81
2016 Q3	$477K	Hold	6,420	–	–	0.04%	84
2016 Q2	$500K	Hold	6,420	–	–	0.05%	87
2016 Q1	$482K	Hold	6,420	–	–	0.04%	87
2015 Q4	$434K	Hold	6,420	–	–	0.04%	96
2015 Q3	$452K	Hold	6,420	–	–	0.05%	97
2015 Q2	$429K	Hold	6,420	–	–	0.04%	94
2015 Q1	$455K	Hold	6,420	–	–	0.04%	91
2014 Q4	$494K	Sell	6,420 -550	-8%	-$39.8K	0.04%	91
2014 Q3	$482K	Hold	6,970	–	–	0.04%	93
2014 Q2	$498K	Sell	6,970 -299	-4%	-$21K	0.04%	91
2014 Q1	$516K	Hold	7,269	–	–	0.05%	83
2013 Q4	$470K	Hold	7,269	–	–	0.04%	71
2013 Q3	$454K	Sell	7,269 -798	-10%	-$47.3K	0.05%	71
2013 Q2	$458K	Buy	+8,067	New	+$473K	0.05%	70

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nichols & Pratt Advisers's D Position: Q4 2019 in Review

Nichols & Pratt Advisers sold out of Dominion Energy (D) in Q4 2019, closing a stake of 3,200 shares — an estimated $259K sold.

Nichols & Pratt Advisers first reported a position in D in Q2 2013 and held it in 26 quarters. The position peaked at $516K in Q1 2014. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

Nichols & Pratt Advisers reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
Nichols & Pratt Advisers sold 3,200 Dominion Energy shares in Q4 2019, an estimated $259K.
Nichols & Pratt Advisers first reported a position in Dominion Energy in Q2 2013 and held it in 26 quarters.
Nichols & Pratt Advisers's Dominion Energy position peaked at $516K in Q1 2014.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Nichols & Pratt Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.