PCM
D icon

Palisade Capital Management’s Dominion Energy D Stock Holding History

Palisade 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
2020
Q4 		– Sell
-3,851
Closed -$304K – 388
2020
Q3 		$304K Buy
3,851
+1,091
+40% +$85.7K 0.01% 361
2020
Q2 		$224K Buy
+2,760
New +$221K 0.01% 371
2020
Q1 		– Sell
-3,020
Closed -$250K – 428
2019
Q4 		$250K Hold
3,020
– – 0.01% 384
2019
Q3 		$245K Buy
3,020
+375
+14% +$29K 0.01% 399
2019
Q2 		$205K Buy
+2,645
New +$202K 0.01% 402
2019
Q1 		– Sell
-3,602
Closed -$257K – 437
2018
Q4 		$257K Buy
3,602
+37
+1% +$2.7K 0.01% 416
2018
Q3 		$251K Hold
3,565
– – 0.01% 437
2018
Q2 		$243K Sell
3,565
-145
-4% -$9.44K 0.01% 434
2018
Q1 		$250K Sell
3,710
-4,645
-56% -$343K 0.01% 417
2017
Q4 		$677K Buy
8,355
+245
+3% +$19.8K 0.02% 355
2017
Q3 		$624K Buy
8,110
+1,305
+19% +$101K 0.02% 358
2017
Q2 		$521K Hold
6,805
– – 0.02% 376
2017
Q1 		$528K Buy
6,805
+130
+2% +$9.83K 0.02% 366
2016
Q4 		$511K Sell
6,675
-1,500
-18% -$111K 0.02% 397
2016
Q3 		$607K Buy
8,175
+492
+6% +$37.5K 0.02% 468
2016
Q2 		$599K Buy
+7,683
New +$557K 0.02% 455

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palisade Capital Management's D Position: Q4 2020 in Review

Palisade Capital Management sold out of Dominion Energy (D) in Q4 2020, closing a stake of 3,851 shares — an estimated $304K sold.

Palisade Capital Management first reported a position in D in Q2 2016 and held it in 16 quarters. The position peaked at $677K in Q4 2017. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Palisade Capital Management reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Palisade Capital Management sold 3,851 Dominion Energy shares in Q4 2020, an estimated $304K.
  • Palisade Capital Management first reported a position in Dominion Energy in Q2 2016 and held it in 16 quarters.
  • Palisade Capital Management's Dominion Energy position peaked at $677K in Q4 2017.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Palisade Capital Management's 13F filing for Q4 2020, filed 11 Feb 2021.