Torch Wealth Management’s Dominion Energy D Stock Holding History

Torch Wealth 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
2019 Q4	$273K	Buy	3,301 +18	+0.5%	+$1.47K	0.15%	93
2019 Q3	$266K	Sell	3,283 -266	-7%	-$20.6K	0.16%	90
2019 Q2	$274K	Sell	3,549 -149	-4%	-$11.4K	0.16%	93
2019 Q1	$283K	Buy	+3,698	New	+$270K	0.17%	90
2014 Q3	–	Sell	-100	Closed	-$7K	–	137
2014 Q2	$7K	Sell	100 -100	-50%	-$7.01K	﹤0.01%	245
2014 Q1	$14K	Hold	200	–	–	0.01%	231
2013 Q4	$13K	Buy	+200	New	+$12.9K	0.01%	209

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Torch Wealth Management's D Position: Q4 2019 in Review

Torch Wealth Management increased its Dominion Energy (D) stake by 0.55% in Q4 2019, buying an estimated $1.47K and bringing the position to 3,301 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #93.

Torch Wealth Management first reported a position in D in Q4 2013 and has held it in 7 quarters since. The position peaked at $283K in Q1 2019. 1,464 funds tracked by Wall St. Rank hold D as of Q4 2019.

Torch Wealth Management held 3,301 shares of Dominion Energy worth $273K as of Q4 2019.
Torch Wealth Management bought 18 Dominion Energy shares in Q4 2019, an estimated $1.47K.
Dominion Energy made up 0.15% of Torch Wealth Management's portfolio in Q4 2019, its #93 holding.
Torch Wealth Management first reported a position in Dominion Energy in Q4 2013 and has held it in 7 quarters since.
Torch Wealth Management's Dominion Energy position peaked at $283K in Q1 2019.
1,464 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.