TI
D icon

tru Independence’s Dominion Energy D Stock Holding History

tru Independence’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
-14
Closed -$1 – 386
2020
Q4 		$1 Buy
+14
New +$1.11K ﹤0.01% 675
2020
Q3 		– Sell
-2,986
Closed -$242 – 440
2020
Q2 		$242 Hold
2,986
– – 0.04% 230
2020
Q1 		$215 Hold
2,986
– – 0.04% 193
2019
Q4 		$215K Buy
+2,986
New +$244K 0.03% 236

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

tru Independence's D Position: Q1 2021 in Review

tru Independence sold out of Dominion Energy (D) in Q1 2021, closing a stake of 14 shares — an estimated $1 sold.

tru Independence first reported a position in D in Q4 2019 and held it in 4 quarters. The position peaked at $215K in Q4 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • tru Independence reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 14 Dominion Energy shares in Q1 2021, an estimated $1.
  • tru Independence first reported a position in Dominion Energy in Q4 2019 and held it in 4 quarters.
  • tru Independence's Dominion Energy position peaked at $215K in Q4 2019.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.