Whitegate Investment Counselors’s Dominion Energy D Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-2,933	Closed	-$214K	–	100
2021 Q3	$214K	Buy	+2,933	New	+$224K	0.03%	216
2021 Q2	–	Sell	-2,683	Closed	-$204K	–	225
2021 Q1	$204K	Buy	+2,683	New	+$195K	0.03%	206
2019 Q3	–	Sell	-3,433	Closed	-$265K	–	201
2019 Q2	$265K	Hold	3,433	–	–	0.05%	168
2019 Q1	$263K	Hold	3,433	–	–	0.05%	167
2018 Q4	$245K	Buy	+3,433	New	+$251K	0.06%	166
2018 Q3	–	Sell	-3,433	Closed	-$234K	–	176
2018 Q2	$234K	Hold	3,433	–	–	0.05%	175
2018 Q1	$231K	Buy	3,433 +133	+4%	+$9.82K	0.05%	172
2017 Q4	$267K	Hold	3,300	–	–	0.06%	164
2017 Q3	$254K	Sell	3,300 -150	-4%	-$11.7K	0.06%	161
2017 Q2	$264K	Hold	3,450	–	–	0.06%	158
2017 Q1	$268K	Buy	3,450 +100	+3%	+$7.57K	0.06%	155
2016 Q4	$257K	Buy	+3,350	New	+$247K	0.07%	143

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Whitegate Investment Counselors's D Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Dominion Energy (D) in Q4 2021, closing a stake of 2,933 shares — an estimated $214K sold.

Whitegate Investment Counselors first reported a position in D in Q4 2016 and held it in 12 quarters. The position peaked at $268K in Q1 2017. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

Whitegate Investment Counselors reported no remaining Dominion Energy position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 2,933 Dominion Energy shares in Q4 2021, an estimated $214K.
Whitegate Investment Counselors first reported a position in Dominion Energy in Q4 2016 and held it in 12 quarters.
Whitegate Investment Counselors's Dominion Energy position peaked at $268K in Q1 2017.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.