HIC
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Harvey Investment Company’s Dominion Energy D Stock Holding History

Harvey Investment Company’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
Q1 		– Sell
-2,488
Closed -$206K – 84
2019
Q4 		$206K Buy
2,488
+1
+0% +$82 0.03% 86
2019
Q3 		$202K Buy
+2,487
New +$192K 0.03% 88

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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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Northern Trust
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Harvey Investment Company's D Position: Q1 2020 in Review

Harvey Investment Company sold out of Dominion Energy (D) in Q1 2020, closing a stake of 2,488 shares — an estimated $206K sold.

Harvey Investment Company first reported a position in D in Q3 2019 and held it in 2 quarters. The position peaked at $206K in Q4 2019. 1,398 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • Harvey Investment Company reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
  • Harvey Investment Company sold 2,488 Dominion Energy shares in Q1 2020, an estimated $206K.
  • Harvey Investment Company first reported a position in Dominion Energy in Q3 2019 and held it in 2 quarters.
  • Harvey Investment Company's Dominion Energy position peaked at $206K in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Harvey Investment Company's 13F filing for Q1 2020, filed 21 Apr 2020.