Windsor Capital Management’s Dominion Energy D Stock Holding History

Windsor Capital Management’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
2019 Q4	–	Sell	-3,231	Closed	-$261K	–	121
2019 Q3	$261K	Buy	3,231 +432	+15%	+$33.4K	0.12%	105
2019 Q2	$216K	Buy	+2,799	New	+$213K	0.1%	110
2015 Q4	–	Sell	-1,716	Closed	-$120K	–	166
2015 Q3	$120K	Buy	+1,716	New	+$121K	0.07%	121
2014 Q1	–	Sell	-1,653	Closed	-$107K	–	120
2013 Q4	$107K	Buy	1,653 +8	+0.5%	+$515	0.06%	116
2013 Q3	$103K	Sell	1,645 -191	-10%	-$11.3K	0.06%	120
2013 Q2	$104K	Buy	+1,836	New	+$108K	0.06%	101

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Capital Management's D Position: Q4 2019 in Review

Windsor Capital Management sold out of Dominion Energy (D) in Q4 2019, closing a stake of 3,231 shares — an estimated $261K sold.

Windsor Capital Management first reported a position in D in Q2 2013 and held it in 6 quarters. The position peaked at $261K in Q3 2019. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

Windsor Capital Management reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
Windsor Capital Management sold 3,231 Dominion Energy shares in Q4 2019, an estimated $261K.
Windsor Capital Management first reported a position in Dominion Energy in Q2 2013 and held it in 6 quarters.
Windsor Capital Management's Dominion Energy position peaked at $261K in Q3 2019.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Windsor Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.