DWM
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Darwin Wealth Management’s Dominion Energy D Stock Holding History

Darwin 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
Q2 		– Sell
-835
Closed -$60K – 283
2020
Q1 		$60K Buy
+835
New +$68.2K 0.02% 217

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Darwin Wealth Management's D Position: Q2 2020 in Review

Darwin Wealth Management sold out of Dominion Energy (D) in Q2 2020, closing a stake of 835 shares — an estimated $60K sold.

Darwin Wealth Management first reported a position in D in Q1 2020 and held it in 1 quarter. The position peaked at $60K in Q1 2020. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • Darwin Wealth Management reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 835 Dominion Energy shares in Q2 2020, an estimated $60K.
  • Darwin Wealth Management first reported a position in Dominion Energy in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Dominion Energy position peaked at $60K in Q1 2020.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.