PWM
D icon

Paulson Wealth Management’s Dominion Energy D Stock Holding History

Paulson Wealth 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
2018
Q1 		– Sell
-1,144
Closed -$93K – 201
2017
Q4 		$93K Buy
+1,144
New +$92.7K 0.08% 143

Other funds holding D

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Paulson Wealth Management's D Position: Q1 2018 in Review

Paulson Wealth Management sold out of Dominion Energy (D) in Q1 2018, closing a stake of 1,144 shares — an estimated $93K sold.

Paulson Wealth Management first reported a position in D in Q4 2017 and held it in 1 quarter. The position peaked at $93K in Q4 2017. 1,173 funds tracked by Wall St. Rank hold D as of Q1 2018.

  • Paulson Wealth Management reported no remaining Dominion Energy position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 1,144 Dominion Energy shares in Q1 2018, an estimated $93K.
  • Paulson Wealth Management first reported a position in Dominion Energy in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Dominion Energy position peaked at $93K in Q4 2017.
  • 1,173 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.