HCM
D icon

HMS Capital Management’s Dominion Energy D Stock Holding History

HMS Capital 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 		– Sell
-2,577
Closed -$203K – 158
2020
Q3 		$203K Sell
2,577
-495
-16% -$38.9K 0.08% 146
2020
Q2 		$249K Buy
+3,072
New +$246K 0.11% 137

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State Street
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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

HMS Capital Management's D Position: Q4 2020 in Review

HMS Capital Management sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,577 shares — an estimated $203K sold.

HMS Capital Management first reported a position in D in Q2 2020 and held it in 2 quarters. The position peaked at $249K in Q2 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • HMS Capital Management reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • HMS Capital Management sold 2,577 Dominion Energy shares in Q4 2020, an estimated $203K.
  • HMS Capital Management first reported a position in Dominion Energy in Q2 2020 and held it in 2 quarters.
  • HMS Capital Management's Dominion Energy position peaked at $249K in Q2 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on HMS Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.