Verity & Verity’s Dominion Energy D Stock Holding History

Verity & Verity’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 Q3	–	Sell	-5,132	Closed	-$378K	–	83
2020 Q2	$378K	Buy	5,132 +5	+0.1%	+$401	0.09%	74
2020 Q1	$370K	Sell	5,127 -2,690	-34%	-$220K	0.1%	76
2019 Q4	$647K	Buy	+7,817	New	+$639K	0.13%	82

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Verity & Verity's D Position: Q3 2020 in Review

Verity & Verity sold out of Dominion Energy (D) in Q3 2020, closing a stake of 5,132 shares — an estimated $378K sold.

Verity & Verity first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $647K in Q4 2019. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

Verity & Verity reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
Verity & Verity sold 5,132 Dominion Energy shares in Q3 2020, an estimated $378K.
Verity & Verity first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
Verity & Verity's Dominion Energy position peaked at $647K in Q4 2019.
1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Verity & Verity's 13F filing for Q3 2020, filed 6 Oct 2020.