Univest Financial’s Dominion Energy D Stock Holding History

Univest Financial’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	-4,010	Closed	-$302K	–	105
2020 Q4	$302K	Sell	4,010 -900	-18%	-$71.5K	0.09%	91
2020 Q3	$388K	Buy	4,910 +296	+6%	+$23.3K	0.12%	72
2020 Q2	$375K	Sell	4,614 -456	-9%	-$36.6K	0.12%	75
2020 Q1	$366K	Buy	+5,070	New	+$414K	0.15%	80
2019 Q4	–	Sell	-5,111	Closed	-$414K	–	105
2019 Q3	$414K	Buy	5,111 +381	+8%	+$29.5K	0.13%	79
2019 Q2	$366K	Sell	4,730 -347	-7%	-$26.4K	0.12%	89
2019 Q1	$389K	Buy	5,077 +46	+0.9%	+$3.36K	0.13%	88
2018 Q4	$360K	Buy	5,031 +546	+12%	+$39.9K	0.13%	90
2018 Q3	$315K	Sell	4,485 -239	-5%	-$16.9K	0.1%	92
2018 Q2	$322K	Buy	4,724 +463	+11%	+$30.2K	0.13%	85
2018 Q1	$287K	Sell	4,261 -86	-2%	-$6.35K	0.12%	81
2017 Q4	$352K	Buy	+4,347	New	+$352K	0.14%	76

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

Univest Financial's D Position: Q1 2021 in Review

Univest Financial sold out of Dominion Energy (D) in Q1 2021, closing a stake of 4,010 shares — an estimated $302K sold.

Univest Financial first reported a position in D in Q4 2017 and held it in 12 quarters. The position peaked at $414K in Q3 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

Univest Financial reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
Univest Financial sold 4,010 Dominion Energy shares in Q1 2021, an estimated $302K.
Univest Financial first reported a position in Dominion Energy in Q4 2017 and held it in 12 quarters.
Univest Financial's Dominion Energy position peaked at $414K in Q3 2019.
1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Univest Financial's 13F filing for Q1 2021, filed 14 Apr 2021.