SIM
D icon

Sonora Investment Management’s Dominion Energy D Stock Holding History

Sonora Investment 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 		$67K Buy
918
+1
+0.1% +$76 0.01% 358
2021
Q2 		$67K Sell
917
-345
-27% -$26.6K 0.01% 339
2021
Q1 		$96K Buy
1,262
+51
+4% +$3.71K 0.01% 421
2020
Q4 		$91K Buy
1,211
+107
+10% +$8.5K 0.01% 441
2020
Q3 		$87K Sell
1,104
-280
-20% -$22K 0.01% 417
2020
Q2 		$112K Buy
1,384
+80
+6% +$6.42K 0.01% 320
2020
Q1 		$94K Hold
1,304
– – 0.01% 333
2019
Q4 		$108K Hold
1,304
– – 0.01% 331
2019
Q3 		$106K Buy
1,304
+300
+30% +$23.2K 0.01% 330
2019
Q2 		$78K Buy
1,004
+116
+13% +$8.84K 0.01% 391
2019
Q1 		$68K Buy
888
+869
+4,574% +$63.5K 0.01% 402
2018
Q4 		$1K Hold
19
– – ﹤0.01% 1196
2018
Q3 		$1K Sell
19
-204
-91% -$14.4K ﹤0.01% 1160
2018
Q2 		$15K Buy
223
+204
+1,074% +$13.3K ﹤0.01% 676
2018
Q1 		$1.28K Hold
19
– – ﹤0.01% 1100
2017
Q4 		$1.54K Hold
19
– – ﹤0.01% 1100
2017
Q3 		$1.46K Hold
19
– – ﹤0.01% 1024
2017
Q2 		$1.46K Hold
19
– – ﹤0.01% 919
2017
Q1 		$1.47K Hold
19
– – ﹤0.01% 873
2016
Q4 		$1.46K Hold
19
– – ﹤0.01% 788
2016
Q3 		$1.41K Hold
19
– – ﹤0.01% 772
2016
Q2 		$1.48K Hold
19
– – ﹤0.01% 790
2016
Q1 		$1.33K Hold
19
– – ﹤0.01% 870
2015
Q4 		$1K Sell
19
-187
-91% -$12.9K ﹤0.01% 747
2015
Q3 		$14K Buy
+206
New +$14.5K ﹤0.01% 389

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's D Position: Q3 2021 in Review

Sonora Investment Management increased its Dominion Energy (D) stake by 0.11% in Q3 2021, buying an estimated $76 and bringing the position to 918 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #358.

Sonora Investment Management first reported a position in D in Q3 2015 and has held it in 25 quarters since. The position peaked at $112K in Q2 2020. 1,375 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • Sonora Investment Management held 918 shares of Dominion Energy worth $67K as of Q3 2021.
  • Sonora Investment Management bought 1 Dominion Energy share in Q3 2021, an estimated $76.
  • Dominion Energy made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #358 holding.
  • Sonora Investment Management first reported a position in Dominion Energy in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Dominion Energy position peaked at $112K in Q2 2020.
  • 1,375 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

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