FWM
D icon

Fairhaven Wealth Management’s Dominion Energy D Stock Holding History

Fairhaven 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
Q3 		– Sell
-2,470
Closed -$201K – 101
2020
Q2 		$201K Buy
+2,470
New +$198K 0.13% 86
2020
Q1 		– Sell
-2,963
Closed -$245K – 84
2019
Q4 		$245K Buy
2,963
+493
+20% +$40.3K 0.2% 62
2019
Q3 		$200K Buy
+2,470
New +$191K 0.19% 69

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Capital Research Global Investors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fairhaven Wealth Management's D Position: Q3 2020 in Review

Fairhaven Wealth Management sold out of Dominion Energy (D) in Q3 2020, closing a stake of 2,470 shares — an estimated $201K sold.

Fairhaven Wealth Management first reported a position in D in Q3 2019 and held it in 3 quarters. The position peaked at $245K in Q4 2019. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Fairhaven Wealth Management reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Fairhaven Wealth Management sold 2,470 Dominion Energy shares in Q3 2020, an estimated $201K.
  • Fairhaven Wealth Management first reported a position in Dominion Energy in Q3 2019 and held it in 3 quarters.
  • Fairhaven Wealth Management's Dominion Energy position peaked at $245K in Q4 2019.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Fairhaven Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.