II
D icon

Inspire Investing’s Dominion Energy D Stock Holding History

Inspire Investing’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 		– Sell
-22,315
Closed -$1.61M – 556
2020
Q1 		$1.61M Sell
22,315
-4,822
-18% -$394K 0.64% 17
2019
Q4 		$2.25M Buy
27,137
+222
+0.8% +$18.1K 0.81% 15
2019
Q3 		$2.18M Buy
26,915
+4,199
+18% +$325K 0.83% 12
2019
Q2 		$1.76M Buy
22,716
+3,054
+16% +$233K 0.74% 13
2019
Q1 		$1.51M Buy
19,662
+4,821
+32% +$352K 0.7% 13
2018
Q4 		$1.06M Buy
14,841
+1,085
+8% +$79.3K 0.71% 14
2018
Q3 		$967K Buy
13,756
+2,471
+22% +$175K 0.6% 20
2018
Q2 		$769K Buy
11,285
+6,836
+154% +$445K 0.55% 20
2018
Q1 		$300K Buy
4,449
+1,550
+53% +$114K 0.31% 67
2017
Q4 		$235K Buy
+2,899
New +$235K 0.2% 55

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 $315B AUM 27.84% 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

Inspire Investing's D Position: Q2 2020 in Review

Inspire Investing sold out of Dominion Energy (D) in Q2 2020, closing a stake of 22,315 shares — an estimated $1.61M sold.

Inspire Investing first reported a position in D in Q4 2017 and held it in 10 quarters. The position peaked at $2.25M in Q4 2019. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • Inspire Investing reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 22,315 Dominion Energy shares in Q2 2020, an estimated $1.61M.
  • Inspire Investing first reported a position in Dominion Energy in Q4 2017 and held it in 10 quarters.
  • Inspire Investing's Dominion Energy position peaked at $2.25M in Q4 2019.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.