PCM
D icon

Prelude Capital Management’s Dominion Energy D Stock Holding History

Prelude Capital 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
Q1 		– Sell
-25,900
Closed -$2.15M – 1539
2019
Q4 		$2.15M Buy
25,900
+21,600
+502% +$1.76M 0.08% 205
2019
Q3 		$348K Buy
+4,300
New +$333K 0.02% 620

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Prelude Capital Management's D Position: Q3 2021 in Review

Prelude Capital Management sold out of Dominion Energy (D) in Q3 2021, closing a stake of 5,566 shares — an estimated $409K sold.

Prelude Capital Management first reported a position in D in Q2 2013 and held it in 15 quarters. The position peaked at $3.73M in Q1 2014. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Prelude Capital Management reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • Prelude Capital Management sold 5,566 Dominion Energy shares in Q3 2021, an estimated $409K.
  • Prelude Capital Management first reported a position in Dominion Energy in Q2 2013 and held it in 15 quarters.
  • Prelude Capital Management's Dominion Energy position peaked at $3.73M in Q1 2014.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Prelude Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.