Frontier Investment Management’s Dominion Energy D Stock Holding History

Frontier Investment 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	$506K	Sell	6,239 -83	-1%	-$6.66K	0.03%	156
2020 Q1	$456K	Sell	6,322 -1,222	-16%	-$99.8K	0.03%	148
2019 Q4	$625K	Buy	7,544 +1	+0%	+$82	0.04%	157
2019 Q3	$611K	Buy	7,543 +1,192	+19%	+$92.2K	0.04%	142
2019 Q2	$491K	Sell	6,351 -744	-10%	-$56.7K	0.03%	151
2019 Q1	$544K	Buy	7,095 +82	+1%	+$5.99K	0.03%	159
2018 Q4	$501K	Sell	7,013 -37	-0.5%	-$2.7K	0.04%	164
2018 Q3	$495K	Buy	7,050 +934	+15%	+$66.1K	0.04%	174
2018 Q2	$417K	Buy	6,116 +296	+5%	+$19.3K	0.03%	175
2018 Q1	$392K	Hold	5,820	–	–	0.03%	158
2017 Q4	$472K	Hold	5,820	–	–	0.04%	158
2017 Q3	$448K	Hold	5,820	–	–	0.04%	161
2017 Q2	$446K	Sell	5,820 -37	-0.6%	-$2.91K	0.04%	157
2017 Q1	$400K	Buy	+5,857	New	+$443K	0.04%	137

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Frontier Investment Management's D Position: Q2 2020 in Review

Frontier Investment Management reduced its Dominion Energy (D) stake by 1.3% in Q2 2020, selling an estimated $6.66K and leaving 6,239 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #156.

Frontier Investment Management first reported a position in D in Q1 2017 and has held it in 14 quarters since. The position peaked at $625K in Q4 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

Frontier Investment Management held 6,239 shares of Dominion Energy worth $506K as of Q2 2020.
Frontier Investment Management sold 83 Dominion Energy shares in Q2 2020, an estimated $6.66K.
Dominion Energy made up 0.03% of Frontier Investment Management's portfolio in Q2 2020, its #156 holding.
Frontier Investment Management first reported a position in Dominion Energy in Q1 2017 and has held it in 14 quarters since.
Frontier Investment Management's Dominion Energy position peaked at $625K in Q4 2019.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.