Jupiter Investment Management’s Dominion Energy D Stock Holding History

Jupiter Investment 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 Q2	$2.23M	Buy	27,441 +23,525	+601%	+$1.89M	0.04%	242
2020 Q1	$282K	Buy	+3,916	New	+$320K	0.01%	326
2019 Q4	–	Sell	-231,054	Closed	-$18.7M	–	451
2019 Q3	$18.7M	Buy	+231,054	New	+$17.9M	0.24%	116
2018 Q2	–	Sell	-11,600	Closed	-$782K	–	388
2018 Q1	$782K	Buy	+11,600	New	+$857K	0.01%	306
2015 Q2	–	Sell	-8,700	Closed	-$616K	–	298
2015 Q1	$616K	Buy	+8,700	New	+$645K	0.02%	255

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's D Position: Q2 2020 in Review

Jupiter Investment Management increased its Dominion Energy (D) stake by 601% in Q2 2020, buying an estimated $1.89M and bringing the position to 27,441 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #242.

Jupiter Investment Management first reported a position in D in Q1 2015 and has held it in 5 quarters since. The position peaked at $18.7M in Q3 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

Jupiter Investment Management held 27,441 shares of Dominion Energy worth $2.23M as of Q2 2020.
Jupiter Investment Management bought 23,525 Dominion Energy shares in Q2 2020, an estimated $1.89M.
Dominion Energy made up 0.04% of Jupiter Investment Management's portfolio in Q2 2020, its #242 holding.
Jupiter Investment Management first reported a position in Dominion Energy in Q1 2015 and has held it in 5 quarters since.
Jupiter Investment Management's Dominion Energy position peaked at $18.7M in Q3 2019.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.