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Horizon Investment Services’s Dominion Energy D Stock Holding History

Horizon Investment Services’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
-6,134
Closed -$498K – 104
2020
Q2 		$498K Buy
6,134
+715
+13% +$57.3K 0.35% 65
2020
Q1 		$391K Buy
+5,419
New +$442K 0.35% 65

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Wellington Management Group
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Franklin Resources
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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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Northern Trust
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Horizon Investment Services's D Position: Q3 2020 in Review

Horizon Investment Services sold out of Dominion Energy (D) in Q3 2020, closing a stake of 6,134 shares — an estimated $498K sold.

Horizon Investment Services first reported a position in D in Q1 2020 and held it in 2 quarters. The position peaked at $498K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Horizon Investment Services reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Horizon Investment Services sold 6,134 Dominion Energy shares in Q3 2020, an estimated $498K.
  • Horizon Investment Services first reported a position in Dominion Energy in Q1 2020 and held it in 2 quarters.
  • Horizon Investment Services's Dominion Energy position peaked at $498K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Horizon Investment Services's 13F filing for Q3 2020, filed 13 Nov 2020.