WCG
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Weaver Consulting Group’s Dominion Energy D Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-301
Closed -$24K – 302
2020
Q3 		$24K Buy
301
+182
+153% +$14.3K 0.01% 380
2020
Q2 		$10K Hold
119
– – 0.01% 526
2020
Q1 		$9K Hold
119
– – 0.01% 461
2019
Q4 		$10K Buy
+119
New +$9.72K 0.01% 486
2019
Q3 		– Sell
-41
Closed -$3K – 827
2019
Q2 		$3K Sell
41
-516
-93% -$39.3K ﹤0.01% 649
2019
Q1 		$42K Buy
+557
New +$40.7K 0.01% 522

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weaver Consulting Group's D Position: Q4 2020 in Review

Weaver Consulting Group sold out of Dominion Energy (D) in Q4 2020, closing a stake of 301 shares — an estimated $24K sold.

Weaver Consulting Group first reported a position in D in Q1 2019 and held it in 6 quarters. The position peaked at $42K in Q1 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Weaver Consulting Group reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 301 Dominion Energy shares in Q4 2020, an estimated $24K.
  • Weaver Consulting Group first reported a position in Dominion Energy in Q1 2019 and held it in 6 quarters.
  • Weaver Consulting Group's Dominion Energy position peaked at $42K in Q1 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.