PSG
D icon

Planning Solutions Group’s Dominion Energy D Stock Holding History

Planning Solutions 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
2019
Q2 		$460K Sell
5,950
-191
-3% -$14.6K 0.24% 80
2019
Q1 		$471K Buy
6,141
+608
+11% +$44.4K 0.25% 77
2018
Q4 		$395K Buy
+5,533
New +$404K 0.24% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Planning Solutions Group's D Position: Q2 2019 in Review

Planning Solutions Group reduced its Dominion Energy (D) stake by 3.1% in Q2 2019, selling an estimated $14.6K and leaving 5,950 shares worth $460K. The position accounts for 0.24% of the portfolio, ranked #80.

Planning Solutions Group first reported a position in D in Q4 2018 and has held it in 3 quarters since. The position peaked at $471K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

  • Planning Solutions Group held 5,950 shares of Dominion Energy worth $460K as of Q2 2019.
  • Planning Solutions Group sold 191 Dominion Energy shares in Q2 2019, an estimated $14.6K.
  • Dominion Energy made up 0.24% of Planning Solutions Group's portfolio in Q2 2019, its #80 holding.
  • Planning Solutions Group first reported a position in Dominion Energy in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Dominion Energy position peaked at $471K in Q1 2019.
  • 1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.