PAG
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Pinnacle Advisory Group’s Dominion Energy D Stock Holding History

Pinnacle Advisory Group’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 		$476K Buy
+6,261
New +$455K 0.02% 170
2018
Q2 		– Sell
-6,635
Closed -$447K – 156
2018
Q1 		$447K Sell
6,635
-245
-4% -$18.1K 0.03% 129
2017
Q4 		$558K Sell
6,880
-165
-2% -$13.4K 0.03% 126
2017
Q3 		$542K Buy
7,045
+169
+2% +$13.1K 0.03% 115
2017
Q2 		$527K Sell
6,876
-239
-3% -$18.8K 0.03% 111
2017
Q1 		$552K Sell
7,115
-2,223
-24% -$168K 0.04% 107
2016
Q4 		$715K Sell
9,338
-899
-9% -$66.3K 0.05% 83
2016
Q3 		$738K Sell
10,237
-155
-1% -$11.8K 0.06% 52
2016
Q2 		$809K Sell
10,392
-100
-1% -$7.26K 0.06% 48
2016
Q1 		$788K Hold
10,492
– – 0.08% 42
2015
Q4 		$709K Sell
10,492
-343
-3% -$23.7K 0.06% 49
2015
Q3 		$762K Buy
10,835
+6,505
+150% +$457K 0.08% 39
2015
Q2 		$289K Sell
4,330
-4,551
-51% -$320K 0.03% 76
2015
Q1 		$629K Buy
8,881
+28
+0.3% +$2.08K 0.06% 73
2014
Q4 		$680K Buy
8,853
+24
+0.3% +$1.74K 0.06% 67
2014
Q3 		$610K Buy
8,829
+108
+1% +$7.46K 0.08% 52
2014
Q2 		$623K Buy
8,721
+965
+12% +$67.7K 0.07% 54
2014
Q1 		$550K Sell
7,756
-355
-4% -$24.2K 0.05% 54
2013
Q4 		$524K Buy
8,111
+697
+9% +$44.9K 0.06% 50
2013
Q3 		$463K Buy
7,414
+27
+0.4% +$1.6K 0.05% 62
2013
Q2 		$420K Buy
+7,387
New +$433K 0.06% 53

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return