Wealthcare Capital Management’s Dominion Energy D Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-1,628	Closed	-$124K	–	212
2021 Q1	$124K	Buy	+1,628	New	+$118K	0.01%	93
2020 Q2	–	Sell	-1,396	Closed	-$101K	–	93
2020 Q1	$101K	Sell	1,396 -78	-5%	-$6.37K	0.01%	69
2019 Q4	$122K	Buy	1,474 +70	+5%	+$5.72K	0.01%	73
2019 Q3	$114K	Buy	1,404 +13	+0.9%	+$1K	0.01%	74
2019 Q2	$108K	Hold	1,391	–	–	0.01%	72
2019 Q1	$107K	Hold	1,391	–	–	0.02%	74
2018 Q4	$99K	Hold	1,391	–	–	0.02%	72
2018 Q3	$98K	Hold	1,391	–	–	0.01%	67
2018 Q2	$95K	Hold	1,391	–	–	0.01%	67
2018 Q1	$94K	Hold	1,391	–	–	0.01%	68
2017 Q4	$113K	Sell	1,391 -30	-2%	-$2.43K	0.01%	61
2017 Q3	$109K	Hold	1,421	–	–	0.01%	61
2017 Q2	$109K	Hold	1,421	–	–	0.01%	59
2017 Q1	$110K	Hold	1,421	–	–	0.01%	60
2016 Q4	$109K	Hold	1,421	–	–	0.01%	54
2016 Q3	$106K	Hold	1,421	–	–	0.01%	55
2016 Q2	$111K	Sell	1,421 -100	-7%	-$7.26K	0.01%	53
2016 Q1	$114K	Hold	1,521	–	–	0.01%	55
2015 Q4	$103K	Sell	1,521 -458	-23%	-$31.6K	0.01%	65
2015 Q3	$139K	Hold	1,979	–	–	0.02%	55
2015 Q2	$132K	Sell	1,979 -5,900	-75%	-$415K	0.02%	61
2015 Q1	$558K	Buy	7,879 +6,253	+385%	+$464K	0.07%	46
2014 Q4	$125K	Hold	1,626	–	–	0.02%	52
2014 Q3	$112K	Hold	1,626	–	–	0.02%	54
2014 Q2	$116K	Hold	1,626	–	–	0.02%	53
2014 Q1	$115K	Hold	1,626	–	–	0.02%	51
2013 Q4	$105K	Hold	1,626	–	–	0.02%	31
2013 Q3	$102K	Hold	1,626	–	–	0.02%	29
2013 Q2	$92K	Buy	+1,626	New	+$95.3K	0.02%	30

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Capital Management's D Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Dominion Energy (D) in Q2 2021, closing a stake of 1,628 shares — an estimated $124K sold.

Wealthcare Capital Management first reported a position in D in Q2 2013 and held it in 29 quarters. The position peaked at $558K in Q1 2015. 1,433 funds tracked by Wall St. Rank hold D as of Q2 2021.

Wealthcare Capital Management reported no remaining Dominion Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,628 Dominion Energy shares in Q2 2021, an estimated $124K.
Wealthcare Capital Management first reported a position in Dominion Energy in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Dominion Energy position peaked at $558K in Q1 2015.
1,433 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.