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Wealthspire Advisors (Maryland)’s Dominion Energy D Stock Holding History

Wealthspire Advisors (Maryland)’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 		$844K Buy
10,688
+2,640
+33% +$207K 0.03% 207
2020
Q2 		$653K Buy
8,048
+1,857
+30% +$149K 0.05% 213
2020
Q1 		$447K Sell
6,191
-628
-9% -$51.3K 0.04% 248
2019
Q4 		$565K Buy
6,819
+191
+3% +$15.6K 0.04% 260
2019
Q3 		$537K Buy
6,628
+27
+0.4% +$2.09K 0.04% 249
2019
Q2 		$510K Buy
6,601
+126
+2% +$9.6K 0.04% 252
2019
Q1 		$496K Buy
6,475
+871
+16% +$63.6K 0.04% 254
2018
Q4 		$400K Sell
5,604
-680
-11% -$49.7K 0.04% 259
2018
Q3 		$442K Sell
6,284
-653
-9% -$46.2K 0.04% 271
2018
Q2 		$473K Sell
6,937
-1,199
-15% -$78.1K 0.04% 248
2018
Q1 		$549K Sell
8,136
-663
-8% -$49K 0.05% 224
2017
Q4 		$713K Buy
8,799
+1,127
+15% +$91.3K 0.07% 186
2017
Q3 		$590K Sell
7,672
-3
-0% -$233 0.06% 213
2017
Q2 		$588K Buy
7,675
+3,385
+79% +$266K 0.07% 196
2017
Q1 		$333K Buy
4,290
+2,466
+135% +$187K 0.05% 266
2016
Q4 		$140K Buy
1,824
+53
+3% +$3.91K 0.02% 476
2016
Q3 		$132K Sell
1,771
-2,635
-60% -$201K 0.02% 494
2016
Q2 		$343K Sell
4,406
-222
-5% -$16.1K 0.06% 225
2016
Q1 		$348K Buy
4,628
+776
+20% +$54.9K 0.06% 218
2015
Q4 		$261K Buy
+3,852
New +$266K 0.05% 288

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s D Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Dominion Energy (D) stake by 33% in Q3 2020, buying an estimated $207K and bringing the position to 10,688 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #207.

Wealthspire Advisors (Maryland) first reported a position in D in Q4 2015 and has held it in 20 quarters since. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,688 shares of Dominion Energy worth $844K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,640 Dominion Energy shares in Q3 2020, an estimated $207K.
  • Dominion Energy made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #207 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Dominion Energy in Q4 2015 and has held it in 20 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.