Urban Wealth Management’s Dominion Energy D Stock Holding History

Urban 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
2020 Q4	$979K	Buy	+13,023	New	+$1.03M	0.81%	32

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Urban Wealth Management's D Position: Q4 2020 in Review

Urban Wealth Management opened a new position in Dominion Energy (D) in Q4 2020: 13,023 shares worth $979K. The stake represents 0.81% of the portfolio and ranks #32 among its holdings.

1,470 funds tracked by Wall St. Rank hold D as of Q4 2020.

Urban Wealth Management held 13,023 shares of Dominion Energy worth $979K as of Q4 2020.
Dominion Energy was a new Urban Wealth Management position in Q4 2020.
Dominion Energy made up 0.81% of Urban Wealth Management's portfolio in Q4 2020, its #32 holding.
1,470 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.