Shine Investment Advisory Services’s Dominion Energy D Stock Holding History

Shine Investment Advisory Services’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	$81K	Hold	1,020	–	–	0.03%	221
2020 Q2	$83K	Hold	1,020	–	–	0.03%	220
2020 Q1	$74K	Hold	1,020	–	–	0.03%	220
2019 Q4	$85K	Hold	1,020	–	–	0.03%	237
2019 Q3	$83K	Hold	1,020	–	–	0.04%	214
2019 Q2	$79K	Sell	1,020 -156	-13%	-$11.9K	0.04%	221
2019 Q1	$90K	Buy	1,176 +156	+15%	+$11.4K	0.04%	206
2018 Q4	$73K	Hold	1,020	–	–	0.04%	216
2018 Q3	$72K	Hold	1,020	–	–	0.04%	237
2018 Q2	$70K	Hold	1,020	–	–	0.04%	244
2018 Q1	$69K	Hold	1,020	–	–	0.04%	238
2017 Q4	$83K	Hold	1,020	–	–	0.04%	206
2017 Q3	$78K	Hold	1,020	–	–	0.04%	206
2017 Q2	$78K	Buy	+1,020	New	+$80.2K	0.04%	186

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's D Position: Q3 2020 in Review

Shine Investment Advisory Services held its Dominion Energy (D) position steady in Q3 2020 at 1,020 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #221.

Shine Investment Advisory Services first reported a position in D in Q2 2017 and has held it in 14 quarters since. The position peaked at $90K in Q1 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2020.

Shine Investment Advisory Services held 1,020 shares of Dominion Energy worth $81K as of Q3 2020.
Shine Investment Advisory Services left its Dominion Energy share count unchanged in Q3 2020.
Dominion Energy made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #221 holding.
Shine Investment Advisory Services first reported a position in Dominion Energy in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Dominion Energy position peaked at $90K in Q1 2019.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.