Resource Management’s Dominion Energy D Stock Holding History

Resource 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
2021 Q3	–	Sell	-4,992	Closed	-$367K	–	185
2021 Q2	$367K	Sell	4,992 -133	-3%	-$10.3K	0.04%	127
2021 Q1	$389K	Buy	5,125 +16	+0.3%	+$1.16K	0.05%	120
2020 Q4	$384K	Sell	5,109 -955	-16%	-$75.9K	0.05%	115
2020 Q3	$479K	Buy	6,064 +529	+10%	+$41.6K	0.08%	89
2020 Q2	$449K	Sell	5,535 -278	-5%	-$22.3K	0.08%	84
2020 Q1	$420K	Buy	5,813 +3	+0.1%	+$245	0.09%	80
2019 Q4	$481K	Buy	5,810 +3	+0.1%	+$245	0.08%	81
2019 Q3	$470K	Sell	5,807 -74	-1%	-$5.72K	0.08%	82
2019 Q2	$455K	Buy	5,881 +3,082	+110%	+$235K	0.08%	83
2019 Q1	$215K	Buy	+2,799	New	+$204K	0.04%	127

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resource Management's D Position: Q3 2021 in Review

Resource Management sold out of Dominion Energy (D) in Q3 2021, closing a stake of 4,992 shares — an estimated $367K sold.

Resource Management first reported a position in D in Q1 2019 and held it in 10 quarters. The position peaked at $481K in Q4 2019. 1,375 funds tracked by Wall St. Rank hold D as of Q3 2021.

Resource Management reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
Resource Management sold 4,992 Dominion Energy shares in Q3 2021, an estimated $367K.
Resource Management first reported a position in Dominion Energy in Q1 2019 and held it in 10 quarters.
Resource Management's Dominion Energy position peaked at $481K in Q4 2019.
1,375 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Resource Management's 13F filing for Q3 2021, filed 12 Nov 2021.