WBC
DCUE

West Branch Capital’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

West Branch Capital’s Portfolio DCUE Stock Details DCUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-147
Closed -$14K – 478
2021
Q3 		$14K Hold
147
– – 0.01% 280
2021
Q2 		$14K Buy
+147
New +$14.9K 0.01% 297

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SC
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Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
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State Street
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ACM
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West Branch Capital's DCUE Position: Q4 2021 in Review

West Branch Capital sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q4 2021, closing a stake of 147 shares — an estimated $14K sold.

West Branch Capital first reported a position in DCUE in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 60 funds tracked by Wall St. Rank hold DCUE as of Q4 2021.

  • West Branch Capital reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q4 2021 after selling out during the quarter.
  • West Branch Capital sold 147 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q4 2021, an estimated $14K.
  • West Branch Capital first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q2 2021 and held it in 2 quarters.
  • West Branch Capital's Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $14K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q4 2021.

Based on West Branch Capital's 13F filing for Q4 2021, filed 24 Jan 2022.