PW
D icon

Price Wealth’s Dominion Energy D Stock Holding History

Price Wealth’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 		$24K Buy
299
+149
+99% +$11.7K 0.01% 176
2020
Q2 		$12K Buy
+150
New +$12K ﹤0.01% 159
2020
Q1 		– Sell
-35
Closed -$3K – 433
2019
Q4 		$3K Buy
+35
New +$2.86K ﹤0.01% 210
2018
Q3 		– Sell
-371
Closed -$26K – 223
2018
Q2 		$26K Buy
371
+219
+144% +$14.3K 0.01% 173
2018
Q1 		$10K Sell
152
-152
-50% -$11.2K 0.01% 161
2017
Q4 		$24K Buy
+304
New +$24.6K 0.02% 98

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

Price Wealth's D Position: Q3 2020 in Review

Price Wealth increased its Dominion Energy (D) stake by 99% in Q3 2020, buying an estimated $11.7K and bringing the position to 299 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #176.

Price Wealth first reported a position in D in Q4 2017 and has held it in 6 quarters since. The position peaked at $26K in Q2 2018. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Price Wealth held 299 shares of Dominion Energy worth $24K as of Q3 2020.
  • Price Wealth bought 149 Dominion Energy shares in Q3 2020, an estimated $11.7K.
  • Dominion Energy made up 0.01% of Price Wealth's portfolio in Q3 2020, its #176 holding.
  • Price Wealth first reported a position in Dominion Energy in Q4 2017 and has held it in 6 quarters since.
  • Price Wealth's Dominion Energy position peaked at $26K in Q2 2018.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.