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Berry Group’s Dominion Energy D Stock Holding History

Berry Group’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 		$363K Hold
4,833
– – 0.16% 86
2020
Q3 		$381K Hold
4,833
– – 0.2% 77
2020
Q2 		$392K Hold
4,833
– – 0.24% 70
2020
Q1 		$349K Sell
4,833
-2,887
-37% -$236K 0.26% 69
2019
Q4 		$639K Buy
+7,720
New +$631K 0.35% 57

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

Berry Group's D Position: Q4 2020 in Review

Berry Group held its Dominion Energy (D) position steady in Q4 2020 at 4,833 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #86.

Berry Group first reported a position in D in Q4 2019 and has held it in 5 quarters since. The position peaked at $639K in Q4 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Berry Group held 4,833 shares of Dominion Energy worth $363K as of Q4 2020.
  • Berry Group left its Dominion Energy share count unchanged in Q4 2020.
  • Dominion Energy made up 0.16% of Berry Group's portfolio in Q4 2020, its #86 holding.
  • Berry Group first reported a position in Dominion Energy in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Dominion Energy position peaked at $639K in Q4 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.