PWM
D icon

Peterson Wealth Management’s Dominion Energy D Stock Holding History

Peterson 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
2020
Q3 		– Sell
-5,176
Closed -$420K – 45
2020
Q2 		$420K Sell
5,176
-9
-0.2% -$722 0.42% 37
2020
Q1 		$374K Buy
5,185
+96
+2% +$7.84K 0.46% 31
2019
Q4 		$417K Buy
+5,089
New +$416K 0.38% 31

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peterson Wealth Management's D Position: Q3 2020 in Review

Peterson Wealth Management sold out of Dominion Energy (D) in Q3 2020, closing a stake of 5,176 shares — an estimated $420K sold.

Peterson Wealth Management first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $420K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Peterson Wealth Management reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 5,176 Dominion Energy shares in Q3 2020, an estimated $420K.
  • Peterson Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
  • Peterson Wealth Management's Dominion Energy position peaked at $420K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Peterson Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.