Ranch Capital Advisors’s Dominion Energy D Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-722	Closed	-$53K	–	250
2021 Q3	$53K	Hold	722	–	–	0.03%	265
2021 Q2	$53K	Hold	722	–	–	0.03%	299
2021 Q1	$54K	Hold	722	–	–	0.04%	279
2020 Q4	$54K	Hold	722	–	–	0.04%	282
2020 Q3	$56K	Sell	722 -107	-13%	-$8.4K	0.05%	261
2020 Q2	$66K	Hold	829	–	–	0.05%	256
2020 Q1	$59K	Sell	829 -239	-22%	-$19.5K	0.06%	243
2019 Q4	$88K	Sell	1,068 -224	-17%	-$18.3K	0.07%	231
2019 Q3	$105K	Buy	+1,292	New	+$99.9K	0.11%	202

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ranch Capital Advisors's D Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Dominion Energy (D) in Q4 2021, closing a stake of 722 shares — an estimated $53K sold.

Ranch Capital Advisors first reported a position in D in Q3 2019 and held it in 9 quarters. The position peaked at $105K in Q3 2019. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

Ranch Capital Advisors reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 722 Dominion Energy shares in Q4 2021, an estimated $53K.
Ranch Capital Advisors first reported a position in Dominion Energy in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's Dominion Energy position peaked at $105K in Q3 2019.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.