WG
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Watchman Group’s Dominion Energy D Stock Holding History

Watchman Group’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
-5,507
Closed -$414K – 78
2020
Q4 		$414K Sell
5,507
-950
-15% -$75.5K 0.27% 63
2020
Q3 		$509K Buy
6,457
+20
+0.3% +$1.57K 0.38% 59
2020
Q2 		$523K Sell
6,437
-2,576
-29% -$207K 0.43% 57
2020
Q1 		$651K Sell
9,013
-200
-2% -$16.3K 0.67% 50
2019
Q4 		$763K Buy
+9,213
New +$753K 0.57% 52

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

Watchman Group's D Position: Q1 2021 in Review

Watchman Group sold out of Dominion Energy (D) in Q1 2021, closing a stake of 5,507 shares — an estimated $414K sold.

Watchman Group first reported a position in D in Q4 2019 and held it in 5 quarters. The position peaked at $763K in Q4 2019. 1,450 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • Watchman Group reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • Watchman Group sold 5,507 Dominion Energy shares in Q1 2021, an estimated $414K.
  • Watchman Group first reported a position in Dominion Energy in Q4 2019 and held it in 5 quarters.
  • Watchman Group's Dominion Energy position peaked at $763K in Q4 2019.
  • 1,450 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Watchman Group's 13F filing for Q1 2021, filed 5 May 2021.