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Proficio Capital Partners’s Dominion Energy D Stock Holding History

Proficio Capital Partners’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 		– Sell
-2,578
Closed -$209K – 178
2020
Q2 		$209K Buy
+2,578
New +$207K 0.04% 159
2019
Q3 		– Sell
-557
Closed -$43K – 480
2019
Q2 		$43K Buy
557
+361
+184% +$27.5K 0.01% 427
2019
Q1 		$15K Sell
196
-189
-49% -$13.8K 0.01% 745
2018
Q4 		$28K Sell
385
-33
-8% -$2.41K 0.01% 450
2018
Q3 		$29K Buy
418
+391
+1,448% +$27.7K 0.01% 482
2018
Q2 		$2K Sell
27
-12
-31% -$782 ﹤0.01% 1120
2018
Q1 		$3K Sell
39
-149
-79% -$11K ﹤0.01% 1067
2017
Q4 		$15K Buy
188
+33
+21% +$2.67K ﹤0.01% 666
2017
Q3 		$12K Hold
155
– – ﹤0.01% 726
2017
Q2 		$12K Sell
155
-7
-4% -$550 0.01% 748
2017
Q1 		$13K Buy
162
+79
+95% +$5.98K 0.01% 739
2016
Q4 		$6K Hold
83
– – ﹤0.01% 704
2016
Q3 		$6K Hold
83
– – ﹤0.01% 674
2016
Q2 		$6K Buy
83
+26
+46% +$1.89K ﹤0.01% 655
2016
Q1 		$4K Buy
57
+33
+138% +$2.33K ﹤0.01% 551
2015
Q4 		$2K Buy
+24
New +$1.66K ﹤0.01% 638

Other funds holding D

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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

Proficio Capital Partners's D Position: Q3 2020 in Review

Proficio Capital Partners sold out of Dominion Energy (D) in Q3 2020, closing a stake of 2,578 shares — an estimated $209K sold.

Proficio Capital Partners first reported a position in D in Q4 2015 and held it in 16 quarters. The position peaked at $209K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Proficio Capital Partners reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Proficio Capital Partners sold 2,578 Dominion Energy shares in Q3 2020, an estimated $209K.
  • Proficio Capital Partners first reported a position in Dominion Energy in Q4 2015 and held it in 16 quarters.
  • Proficio Capital Partners's Dominion Energy position peaked at $209K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Proficio Capital Partners's 13F filing for Q3 2020, filed 2 Nov 2020.