Ownership history in Probity Advisors, Inc. Β· 31 quarters on record
This page tracks every 13F SEC filing in which Probity Advisors, Inc. reported a position in DOMINION RES INC VA NEW (D). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Probity Advisors, Inc. underperformed the S&P 500 by β17.5% annually on this D position. Timing score: 29% (2/7 decisions correct). Average cost basis: $52.47. Maximum drawdown during holding period: β27.8%.
β Significantly underperformed the S&P 500 by 17.5% ann.
30 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $51.06 (2016 Q2) Β· Worst: $60.88 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 5 trims. Bought during 1 of 11 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size