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Surevest’s Dominion Energy D Stock Holding History

Surevest’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
-42,813
Closed -$3.38M – 89
2020
Q3 		$3.38M Buy
42,813
+4,289
+11% +$337K 1.33% 40
2020
Q2 		$3.13M Buy
38,524
+3,234
+9% +$259K 1.38% 29
2020
Q1 		$2.55M Buy
35,290
+9,963
+39% +$814K 1.39% 24
2019
Q4 		$2.1M Buy
25,327
+5,425
+27% +$443K 0.9% 47
2019
Q3 		$1.61M Buy
19,902
+2,127
+12% +$165K 0.79% 51
2019
Q2 		$1.37M Buy
17,775
+7,241
+69% +$552K 0.71% 48
2019
Q1 		$808K Buy
10,534
+5,630
+115% +$411K 0.5% 55
2018
Q4 		$350K Buy
+4,904
New +$358K 0.28% 70

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

Surevest's D Position: Q4 2020 in Review

Surevest sold out of Dominion Energy (D) in Q4 2020, closing a stake of 42,813 shares — an estimated $3.38M sold.

Surevest first reported a position in D in Q4 2018 and held it in 8 quarters. The position peaked at $3.38M in Q3 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Surevest reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Surevest sold 42,813 Dominion Energy shares in Q4 2020, an estimated $3.38M.
  • Surevest first reported a position in Dominion Energy in Q4 2018 and held it in 8 quarters.
  • Surevest's Dominion Energy position peaked at $3.38M in Q3 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Surevest's 13F filing for Q4 2020, filed 4 Feb 2021.