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IberiaBank’s Dominion Energy D Stock Holding History

IberiaBank’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 		$589K Sell
7,251
-316
-4% -$25.3K 0.07% 148
2020
Q1 		$546K Sell
7,567
-258
-3% -$21.1K 0.07% 145
2019
Q4 		$648K Sell
7,825
-142
-2% -$11.6K 0.07% 150
2019
Q3 		$646K Sell
7,967
-2,147
-21% -$166K 0.07% 150
2019
Q2 		$782K Buy
10,114
+1,302
+15% +$99.2K 0.09% 143
2019
Q1 		$676K Sell
8,812
-2,066
-19% -$151K 0.08% 150
2018
Q4 		$777K Sell
10,878
-1,536
-12% -$112K 0.1% 145
2018
Q3 		$872K Buy
12,414
+4,116
+50% +$291K 0.11% 156
2018
Q2 		$566K Sell
8,298
-433
-5% -$28.2K 0.1% 166
2018
Q1 		$589K Sell
8,731
-23
-0.3% -$1.7K 0.12% 158
2017
Q4 		$704K Buy
8,754
+3,394
+63% +$275K 0.11% 158
2017
Q3 		$415K Buy
5,360
+1,490
+39% +$116K 0.07% 168
2017
Q2 		$297K Buy
3,870
+324
+9% +$25.5K 0.09% 141
2017
Q1 		$275K Sell
3,546
-184
-5% -$13.9K 0.09% 148
2016
Q4 		$286K Buy
+3,730
New +$275K 0.1% 129
2015
Q4 		– Sell
-3,129
Closed -$220K – 166
2015
Q3 		$220K Sell
3,129
-874
-22% -$61.4K 0.11% 144
2015
Q2 		$268K Buy
4,003
+718
+22% +$50.5K 0.12% 141
2015
Q1 		$233K Sell
3,285
-52
-2% -$3.86K 0.1% 170
2014
Q4 		$257K Sell
3,337
-138
-4% -$9.99K 0.14% 139
2014
Q3 		$240K Sell
3,475
-891
-20% -$61.5K 0.13% 137
2014
Q2 		$312K Buy
4,366
+64
+1% +$4.49K 0.17% 112
2014
Q1 		$305K Buy
4,302
+122
+3% +$8.33K 0.19% 106
2013
Q4 		$270K Sell
4,180
-330
-7% -$21.2K 0.18% 116
2013
Q3 		$282K Sell
4,510
-598
-12% -$35.5K 0.19% 122
2013
Q2 		$290K Buy
+5,108
New +$299K 0.22% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IberiaBank's D Position: Q2 2020 in Review

IberiaBank reduced its Dominion Energy (D) stake by 4.2% in Q2 2020, selling an estimated $25.3K and leaving 7,251 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #148.

IberiaBank first reported a position in D in Q2 2013 and has held it in 25 quarters since. The position peaked at $872K in Q3 2018. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • IberiaBank held 7,251 shares of Dominion Energy worth $589K as of Q2 2020.
  • IberiaBank sold 316 Dominion Energy shares in Q2 2020, an estimated $25.3K.
  • Dominion Energy made up 0.07% of IberiaBank's portfolio in Q2 2020, its #148 holding.
  • IberiaBank first reported a position in Dominion Energy in Q2 2013 and has held it in 25 quarters since.
  • IberiaBank's Dominion Energy position peaked at $872K in Q3 2018.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.