WEC
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Winslow Evans & Crocker’s Dominion Energy D Stock Holding History

Winslow Evans & Crocker’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 		$652K Buy
8,666
+8,004
+1,209% +$636K 0.12% 174
2020
Q3 		$52K Sell
662
-130
-16% -$10.2K 0.01% 451
2020
Q2 		$64K Hold
792
– – 0.02% 424
2020
Q1 		$60K Hold
792
– – 0.02% 404
2019
Q4 		$68K Hold
792
– – 0.02% 450
2019
Q3 		$66K Hold
792
– – 0.02% 456
2019
Q2 		$64K Sell
792
-318
-29% -$24.2K 0.02% 467
2019
Q1 		$88K Buy
1,110
+318
+40% +$23.2K 0.03% 402
2018
Q4 		$60K Hold
792
– – 0.02% 436
2018
Q3 		$58K Sell
792
-200
-20% -$14.2K 0.02% 454
2018
Q2 		$70K Hold
992
– – 0.02% 435
2018
Q1 		$66.9K Buy
992
+130
+15% +$9.6K 0.02% 427
2017
Q4 		$69.9K Hold
862
– – 0.02% 429
2017
Q3 		$66.3K Sell
862
-2,065
-71% -$161K 0.02% 427
2017
Q2 		$224K Sell
2,927
-1
-0% -$79 0.06% 298
2017
Q1 		$227K Sell
2,928
-1,380
-32% -$104K 0.07% 282
2016
Q4 		$330K Hold
4,308
– – 0.1% 203
2016
Q3 		$320K Buy
4,308
+1,950
+83% +$149K 0.09% 221
2016
Q2 		$184K Sell
2,358
-241
-9% -$17.5K 0.05% 291
2016
Q1 		$195K Sell
2,599
-1
-0% -$71 0.06% 274
2015
Q4 		$176K Hold
2,600
– – 0.05% 313
2015
Q3 		$183K Hold
2,600
– – 0.06% 285
2015
Q2 		$174K Buy
2,600
+150
+6% +$10.6K 0.05% 336
2015
Q1 		$174K Hold
2,450
– – 0.05% 322
2014
Q4 		$188K Hold
2,450
– – 0.05% 295
2014
Q3 		$169K Sell
2,450
-71
-3% -$4.9K 0.05% 328
2014
Q2 		$180K Buy
2,521
+1,072
+74% +$75.2K 0.06% 272
2014
Q1 		$103K Hold
1,449
– – 0.04% 349
2013
Q4 		$94K Buy
+1,449
New +$93.3K 0.03% 382

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

Winslow Evans & Crocker's D Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Dominion Energy (D) stake by 1,209% in Q4 2020, buying an estimated $636K and bringing the position to 8,666 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #174.

Winslow Evans & Crocker first reported a position in D in Q4 2013 and has held it in 29 quarters since. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Winslow Evans & Crocker held 8,666 shares of Dominion Energy worth $652K as of Q4 2020.
  • Winslow Evans & Crocker bought 8,004 Dominion Energy shares in Q4 2020, an estimated $636K.
  • Dominion Energy made up 0.12% of Winslow Evans & Crocker's portfolio in Q4 2020, its #174 holding.
  • Winslow Evans & Crocker first reported a position in Dominion Energy in Q4 2013 and has held it in 29 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.