Windsor Wealth Management’s Dominion Energy D Stock Holding History

Windsor Wealth 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
2020 Q1	–	Sell	-3,568	Closed	-$296K	–	182
2019 Q4	$296K	Buy	3,568 +987	+38%	+$80.6K	0.11%	158
2019 Q3	$206K	Sell	2,581 -2,118	-45%	-$164K	0.09%	173
2019 Q2	$362K	Buy	4,699 +466	+11%	+$35.5K	0.16%	136
2019 Q1	$325K	Buy	4,233 +707	+20%	+$51.6K	0.18%	120
2018 Q4	$252K	Buy	3,526 +559	+19%	+$40.8K	0.17%	117
2018 Q3	$209K	Sell	2,967 -100	-3%	-$7.08K	0.14%	126
2018 Q2	$209K	Buy	+3,067	New	+$200K	0.16%	121
2018 Q1	–	Sell	-2,726	Closed	-$221K	–	121
2017 Q4	$221K	Buy	+2,726	New	+$221K	0.19%	113

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Wealth Management's D Position: Q1 2020 in Review

Windsor Wealth Management sold out of Dominion Energy (D) in Q1 2020, closing a stake of 3,568 shares — an estimated $296K sold.

Windsor Wealth Management first reported a position in D in Q4 2017 and held it in 8 quarters. The position peaked at $362K in Q2 2019. 1,397 funds tracked by Wall St. Rank hold D as of Q1 2020.

Windsor Wealth Management reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
Windsor Wealth Management sold 3,568 Dominion Energy shares in Q1 2020, an estimated $296K.
Windsor Wealth Management first reported a position in Dominion Energy in Q4 2017 and held it in 8 quarters.
Windsor Wealth Management's Dominion Energy position peaked at $362K in Q2 2019.
1,397 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Windsor Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.