Stevens First Principles Investment Advisors’s Dominion Energy D Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$2.87M	Buy	37,167 +70	+0.2%	+$5.33K	1.67%	23
2019 Q1	$2.84M	Buy	37,097 +2,032	+6%	+$148K	1.69%	21
2018 Q4	$2.51M	Sell	35,065 -4,975	-12%	-$364K	1.7%	23
2018 Q3	$2.81M	Buy	40,040 +1,175	+3%	+$83.2K	1.62%	24
2018 Q2	$2.65M	Buy	38,865 +1,640	+4%	+$107K	1.6%	23
2018 Q1	$2.51M	Buy	37,225 +935	+3%	+$69K	1.53%	24
2017 Q4	$2.94M	Buy	+36,290	New	+$2.94M	1.58%	24

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stevens First Principles Investment Advisors's D Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its Dominion Energy (D) stake by 0.19% in Q2 2019, buying an estimated $5.33K and bringing the position to 37,167 shares worth $2.87M. The position accounts for 1.67% of the portfolio, ranked #23.

Stevens First Principles Investment Advisors first reported a position in D in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2017. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

Stevens First Principles Investment Advisors held 37,167 shares of Dominion Energy worth $2.87M as of Q2 2019.
Stevens First Principles Investment Advisors bought 70 Dominion Energy shares in Q2 2019, an estimated $5.33K.
Dominion Energy made up 1.67% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #23 holding.
Stevens First Principles Investment Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 7 quarters since.
Stevens First Principles Investment Advisors's Dominion Energy position peaked at $2.94M in Q4 2017.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.