Lenox Wealth Management’s Dominion Energy D Stock Holding History

Lenox Wealth 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	$19K	Hold	236	–	–	0.01%	356
2020 Q1	$17K	Hold	236	–	–	0.01%	339
2019 Q4	$20K	Hold	236	–	–	0.01%	360
2019 Q3	$19K	Sell	236 -41	-15%	-$3.17K	0.01%	367
2019 Q2	$21K	Sell	277 -125	-31%	-$9.53K	0.01%	346
2019 Q1	$31K	Buy	402 +300	+294%	+$21.9K	0.01%	283
2018 Q4	$7K	Hold	102	–	–	﹤0.01%	431
2018 Q3	$7K	Hold	102	–	–	﹤0.01%	452
2018 Q2	$7K	Hold	102	–	–	﹤0.01%	402
2018 Q1	$6K	Hold	102	–	–	﹤0.01%	391
2017 Q4	$8K	Hold	102	–	–	﹤0.01%	403
2017 Q3	$7K	Hold	102	–	–	﹤0.01%	425
2017 Q2	$8K	Buy	+102	New	+$8.02K	﹤0.01%	395

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

Lenox Wealth Management's D Position: Q2 2020 in Review

Lenox Wealth Management held its Dominion Energy (D) position steady in Q2 2020 at 236 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #356.

Lenox Wealth Management first reported a position in D in Q2 2017 and has held it in 13 quarters since. The position peaked at $31K in Q1 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

Lenox Wealth Management held 236 shares of Dominion Energy worth $19K as of Q2 2020.
Lenox Wealth Management left its Dominion Energy share count unchanged in Q2 2020.
Dominion Energy made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #356 holding.
Lenox Wealth Management first reported a position in Dominion Energy in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Dominion Energy position peaked at $31K in Q1 2019.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.