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Private Wealth Advisors (Pennsylvania)’s Dominion Energy D Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$324K Hold
4,302
– – 0.18% 88
2020
Q3 		$340K Sell
4,302
-304
-7% -$23.9K 0.22% 76
2020
Q2 		$374K Sell
4,606
-200
-4% -$16K 0.26% 68
2020
Q1 		$363K Buy
4,806
+229
+5% +$18.7K 0.28% 66
2019
Q4 		$387K Sell
4,577
-200
-4% -$16.3K 0.21% 91
2019
Q3 		$387K Sell
4,777
-400
-8% -$30.9K 0.2% 101
2019
Q2 		$400K Buy
5,177
+75
+1% +$5.71K 0.14% 108
2019
Q1 		$391K Buy
5,102
+563
+12% +$41.1K 0.15% 109
2018
Q4 		$324K Hold
4,539
– – 0.14% 109
2018
Q3 		$319K Buy
4,539
+51
+1% +$3.61K 0.12% 113
2018
Q2 		$306K Hold
4,488
– – 0.12% 109
2018
Q1 		$303K Hold
4,488
– – 0.12% 111
2017
Q4 		$364K Hold
4,488
– – 0.14% 108
2017
Q3 		$345K Hold
4,488
– – 0.14% 107
2017
Q2 		$344K Hold
4,488
– – 0.15% 102
2017
Q1 		$348K Hold
4,488
– – 0.16% 101
2016
Q4 		$344K Hold
4,488
– – 0.16% 101
2016
Q3 		$333K Buy
4,488
+75
+2% +$5.71K 0.16% 103
2016
Q2 		$344K Buy
4,413
+275
+7% +$20K 0.17% 99
2016
Q1 		$311K Buy
4,138
+400
+11% +$28.3K 0.17% 100
2015
Q4 		$253K Hold
3,738
– – 0.14% 104
2015
Q3 		$263K Hold
3,738
– – 0.13% 121
2015
Q2 		$250K Hold
3,738
– – 0.11% 125
2015
Q1 		$265K Hold
3,738
– – 0.12% 120
2014
Q4 		$287K Sell
3,738
-6,426
-63% -$465K 0.14% 107
2014
Q3 		$702K Buy
10,164
+1,226
+14% +$84.6K 0.37% 73
2014
Q2 		$639K Hold
8,938
– – 0.33% 78
2014
Q1 		$635K Hold
8,938
– – 0.35% 76
2013
Q4 		$578K Hold
8,938
– – 0.32% 75
2013
Q3 		$558K Sell
8,938
-2,881
-24% -$171K 0.33% 75
2013
Q2 		$672K Buy
+11,819
New +$692K 0.42% 69

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s D Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its Dominion Energy (D) position steady in Q4 2020 at 4,302 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #88.

Private Wealth Advisors (Pennsylvania) first reported a position in D in Q2 2013 and has held it in 31 quarters since. The position peaked at $702K in Q3 2014. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 4,302 shares of Dominion Energy worth $324K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) left its Dominion Energy share count unchanged in Q4 2020.
  • Dominion Energy made up 0.18% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #88 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Dominion Energy in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Dominion Energy position peaked at $702K in Q3 2014.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.