SA
D icon

SRH Advisors’s Dominion Energy D Stock Holding History

SRH 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
2020
Q4 		– Sell
-134
Closed -$11K – 302
2020
Q3 		$11K Hold
134
– – 0.02% 175
2020
Q2 		$11K Sell
134
-267
-67% -$21.4K 0.03% 160
2020
Q1 		$29K Hold
401
– – 0.08% 96
2019
Q4 		$33K Hold
401
– – 0.11% 100
2019
Q3 		$33K Hold
401
– – 0.11% 100
2019
Q2 		$31K Hold
401
– – 0.11% 102
2019
Q1 		$31K Buy
+401
New +$29.3K 0.11% 97

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRH Advisors's D Position: Q4 2020 in Review

SRH Advisors sold out of Dominion Energy (D) in Q4 2020, closing a stake of 134 shares — an estimated $11K sold.

SRH Advisors first reported a position in D in Q1 2019 and held it in 7 quarters. The position peaked at $33K in Q4 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • SRH Advisors reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • SRH Advisors sold 134 Dominion Energy shares in Q4 2020, an estimated $11K.
  • SRH Advisors first reported a position in Dominion Energy in Q1 2019 and held it in 7 quarters.
  • SRH Advisors's Dominion Energy position peaked at $33K in Q4 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on SRH Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.