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YHB Investment Advisors’s Dominion Energy D Stock Holding History

YHB Investment Advisors’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
Q3 		– Sell
-2,792
Closed -$205K – 305
2021
Q2 		$205K Sell
2,792
-298
-10% -$23K 0.02% 296
2021
Q1 		$244K Sell
3,090
-503
-14% -$36.5K 0.02% 269
2020
Q4 		$270K Sell
3,593
-212
-6% -$16.8K 0.03% 243
2020
Q3 		$300K Sell
3,805
-93
-2% -$7.31K 0.03% 215
2020
Q2 		$316K Buy
3,898
+51
+1% +$4.09K 0.05% 147
2020
Q1 		$278K Buy
3,847
+2
+0.1% +$163 0.05% 146
2019
Q4 		$318K Sell
3,845
-553
-13% -$45.2K 0.05% 152
2019
Q3 		$356K Sell
4,398
-49
-1% -$3.79K 0.05% 148
2019
Q2 		$344K Sell
4,447
-398
-8% -$30.3K 0.05% 152
2019
Q1 		$371K Sell
4,845
-418
-8% -$30.5K 0.06% 147
2018
Q4 		$376K Buy
5,263
+1
+0% +$73 0.07% 138
2018
Q3 		$370K Sell
5,262
-63
-1% -$4.46K 0.06% 150
2018
Q2 		$363K Buy
5,325
+1
+0% +$65 0.06% 147
2018
Q1 		$359K Sell
5,324
-140
-3% -$10.3K 0.06% 146
2017
Q4 		$443K Hold
5,464
– – 0.08% 134
2017
Q3 		$420K Sell
5,464
-55
-1% -$4.28K 0.08% 138
2017
Q2 		$423K Sell
5,519
-395
-7% -$31K 0.07% 137
2017
Q1 		$458K Sell
5,914
-52
-0.9% -$3.93K 0.09% 129
2016
Q4 		$457K Hold
5,966
– – 0.1% 127
2016
Q3 		$443K Hold
5,966
– – 0.11% 120
2016
Q2 		$465K Hold
5,966
– – 0.1% 121
2016
Q1 		$448K Sell
5,966
-267
-4% -$18.9K 0.12% 114
2015
Q4 		$422K Buy
6,233
+167
+3% +$11.5K 0.1% 123
2015
Q3 		$427K Sell
6,066
-300
-5% -$21.1K 0.1% 124
2015
Q2 		$426K Buy
6,366
+150
+2% +$10.6K 0.09% 128
2015
Q1 		$441K Buy
+6,216
New +$461K 0.1% 127

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YHB Investment Advisors's D Position: Q3 2021 in Review

YHB Investment Advisors sold out of Dominion Energy (D) in Q3 2021, closing a stake of 2,792 shares — an estimated $205K sold.

YHB Investment Advisors first reported a position in D in Q1 2015 and held it in 26 quarters. The position peaked at $465K in Q2 2016. 1,374 funds tracked by Wall St. Rank hold D as of Q3 2021.

  • YHB Investment Advisors reported no remaining Dominion Energy position as of Q3 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 2,792 Dominion Energy shares in Q3 2021, an estimated $205K.
  • YHB Investment Advisors first reported a position in Dominion Energy in Q1 2015 and held it in 26 quarters.
  • YHB Investment Advisors's Dominion Energy position peaked at $465K in Q2 2016.
  • 1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2021.

Based on YHB Investment Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.