Weather Gauge Advisory’s Dominion Energy D Stock Holding History

Weather Gauge Advisory’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 Q3	$1.96M	Sell	26,813 -713	-3%	-$54.4K	2.38%	12
2021 Q2	$2.02M	Buy	27,526 +48	+0.2%	+$3.71K	2.36%	12
2021 Q1	$2.09M	Sell	27,478 -3,379	-11%	-$245K	2.46%	11
2020 Q4	$2.32M	Sell	30,857 -4,971	-14%	-$395K	2.69%	9
2020 Q3	$2.83M	Sell	35,828 -198	-0.5%	-$15.6K	3.33%	6
2020 Q2	$2.92M	Sell	36,026 -3,206	-8%	-$257K	3.49%	6
2020 Q1	$2.83M	Buy	39,232 +692	+2%	+$56.5K	3.42%	5
2019 Q4	$3.19M	Buy	38,540 +775	+2%	+$63.3K	2.82%	8
2019 Q3	$3.06M	Buy	37,765 +86	+0.2%	+$6.65K	2.86%	8
2019 Q2	$2.91M	Buy	37,679 +853	+2%	+$65K	2.79%	8
2019 Q1	$2.82M	Buy	36,826 +871	+2%	+$63.6K	2.74%	8
2018 Q4	$2.57M	Buy	+35,955	New	+$2.63M	2.81%	7

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Weather Gauge Advisory's D Position: Q3 2021 in Review

Weather Gauge Advisory reduced its Dominion Energy (D) stake by 2.6% in Q3 2021, selling an estimated $54.4K and leaving 26,813 shares worth $1.96M. The position accounts for 2.38% of the portfolio, ranked #12.

Weather Gauge Advisory first reported a position in D in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.19M in Q4 2019. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

Weather Gauge Advisory held 26,813 shares of Dominion Energy worth $1.96M as of Q3 2021.
Weather Gauge Advisory sold 713 Dominion Energy shares in Q3 2021, an estimated $54.4K.
Dominion Energy made up 2.38% of Weather Gauge Advisory's portfolio in Q3 2021, its #12 holding.
Weather Gauge Advisory first reported a position in Dominion Energy in Q4 2018 and has held it in 12 quarters since.
Weather Gauge Advisory's Dominion Energy position peaked at $3.19M in Q4 2019.
1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.