MIM
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Merrion Investment Management’s Dominion Energy D Stock Holding History

Merrion 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
2021
Q1 		– Sell
-70
Closed -$5K – 118
2020
Q4 		$5K Buy
+70
New +$5.56K ﹤0.01% 197

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Merrion Investment Management's D Position: Q1 2021 in Review

Merrion Investment Management sold out of Dominion Energy (D) in Q1 2021, closing a stake of 70 shares — an estimated $5K sold.

Merrion Investment Management first reported a position in D in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 1,451 funds tracked by Wall St. Rank hold D as of Q1 2021.

  • Merrion Investment Management reported no remaining Dominion Energy position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 70 Dominion Energy shares in Q1 2021, an estimated $5K.
  • Merrion Investment Management first reported a position in Dominion Energy in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Dominion Energy position peaked at $5K in Q4 2020.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.