FAM
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Fulcrum Asset Management’s Dominion Energy D Stock Holding History

Fulcrum Asset 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
Q4 		– Hold
0
– – – 31
2020
Q3 		– Sell
-31,351
Closed -$2.71M – 140
2020
Q2 		$2.71M Buy
+31,351
New +$2.51M 0.91% 31

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

Fulcrum Asset Management's D Position: Q4 2020 in Review

Fulcrum Asset Management held its Dominion Energy (D) position steady in Q4 2020 at 0 shares worth $2.71M. The position accounts for 0.92% of the portfolio, ranked #31.

Fulcrum Asset Management first reported a position in D in Q2 2020 and has held it in 1 quarter since. The position peaked at $2.71M in Q2 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Fulcrum Asset Management held 0 shares of Dominion Energy worth $2.71M as of Q4 2020.
  • Fulcrum Asset Management left its Dominion Energy share count unchanged in Q4 2020.
  • Dominion Energy made up 0.92% of Fulcrum Asset Management's portfolio in Q4 2020, its #31 holding.
  • Fulcrum Asset Management first reported a position in Dominion Energy in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Dominion Energy position peaked at $2.71M in Q2 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Fulcrum Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.