Peddock Capital Advisors’s Dominion Energy D Stock Holding History

Peddock Capital Advisors’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 Q1	–	Sell	-300	Closed	-$23K	–	180
2020 Q4	$23K	Buy	+300	New	+$23.8K	0.01%	211
2020 Q1	–	Sell	-300	Closed	-$25K	–	129
2019 Q4	$25K	Buy	+300	New	+$24.5K	0.01%	190
2019 Q2	–	Sell	-400	Closed	-$31K	–	135
2019 Q1	$31K	Hold	400	–	–	0.02%	175
2018 Q4	$29K	Hold	400	–	–	0.02%	183
2018 Q3	$28K	Hold	400	–	–	0.01%	191
2018 Q2	$27K	Sell	400 -100	-20%	-$6.51K	0.01%	195
2018 Q1	$34K	Hold	500	–	–	0.02%	185
2017 Q4	$41K	Hold	500	–	–	0.02%	175
2017 Q3	$38K	Hold	500	–	–	0.02%	174
2017 Q2	$38K	Hold	500	–	–	0.02%	176
2017 Q1	$39K	Hold	500	–	–	0.02%	154
2016 Q4	$38K	Hold	500	–	–	0.02%	149
2016 Q3	$37K	Buy	+500	New	+$38.1K	0.02%	154

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Peddock Capital Advisors's D Position: Q1 2021 in Review

Peddock Capital Advisors sold out of Dominion Energy (D) in Q1 2021, closing a stake of 300 shares — an estimated $23K sold.

Peddock Capital Advisors first reported a position in D in Q3 2016 and held it in 13 quarters. The position peaked at $41K in Q4 2017. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Peddock Capital Advisors reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 300 Dominion Energy shares in Q1 2021, an estimated $23K.
Peddock Capital Advisors first reported a position in Dominion Energy in Q3 2016 and held it in 13 quarters.
Peddock Capital Advisors's Dominion Energy position peaked at $41K in Q4 2017.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.