Swaine & Leidel Wealth Services’s Dominion Energy D Stock Holding History

Swaine & Leidel Wealth 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
2021 Q1	–	Sell	-42,596	Closed	-$3.2M	–	70
2020 Q4	$3.2M	Buy	42,596 +645	+2%	+$51.2K	2.32%	24
2020 Q3	$3.31M	Buy	41,951 +880	+2%	+$69.1K	3.23%	10
2020 Q2	$3.33M	Buy	41,071 +654	+2%	+$52.5K	3.4%	10
2020 Q1	$2.92M	Buy	40,417 +2,319	+6%	+$189K	3.03%	9
2019 Q4	$3.15M	Buy	+38,098	New	+$3.11M	2.63%	13
2019 Q1	–	Sell	-22,350	Closed	-$1.64M	–	51
2018 Q4	$1.64M	Buy	+22,350	New	+$1.63M	2.6%	10

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

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

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

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

Swaine & Leidel Wealth Services's D Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of Dominion Energy (D) in Q1 2021, closing a stake of 42,596 shares — an estimated $3.2M sold.

Swaine & Leidel Wealth Services first reported a position in D in Q4 2018 and held it in 6 quarters. The position peaked at $3.33M in Q2 2020. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Swaine & Leidel Wealth Services reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 42,596 Dominion Energy shares in Q1 2021, an estimated $3.2M.
Swaine & Leidel Wealth Services first reported a position in Dominion Energy in Q4 2018 and held it in 6 quarters.
Swaine & Leidel Wealth Services's Dominion Energy position peaked at $3.33M in Q2 2020.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.