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Navellier & Associates’s Dominion Energy D Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-5,062
Closed -$400K – 280
2020
Q3 		$400K Sell
5,062
-1,435
-22% -$113K 0.09% 161
2020
Q2 		$527K Sell
6,497
-2,106
-24% -$169K 0.13% 127
2020
Q1 		$621K Sell
8,603
-274
-3% -$22.4K 0.15% 119
2019
Q4 		$735K Sell
8,877
-126
-1% -$10.3K 0.12% 161
2019
Q3 		$730K Buy
9,003
+1,734
+24% +$134K 0.12% 158
2019
Q2 		$562K Buy
7,269
+1,228
+20% +$93.6K 0.09% 175
2019
Q1 		$463K Buy
6,041
+1,132
+23% +$82.7K 0.07% 167
2018
Q4 		$351K Buy
4,909
+110
+2% +$8.04K 0.06% 174
2018
Q3 		$337K Buy
4,799
+154
+3% +$10.9K 0.04% 224
2018
Q2 		$317K Buy
4,645
+86
+2% +$5.6K 0.04% 238
2018
Q1 		$307K Sell
4,559
-145
-3% -$10.7K 0.05% 225
2017
Q4 		$381K Sell
4,704
-270
-5% -$21.9K 0.07% 205
2017
Q3 		$383K Sell
4,974
-186
-4% -$14.5K 0.07% 175
2017
Q2 		$395K Sell
5,160
-48
-0.9% -$3.77K 0.06% 221
2017
Q1 		$404K Buy
5,208
+181
+4% +$13.7K 0.06% 213
2016
Q4 		$385K Sell
5,027
-132
-3% -$9.73K 0.06% 196
2016
Q3 		$383K Buy
5,159
+1,986
+63% +$151K 0.05% 179
2016
Q2 		$247K Buy
+3,173
New +$230K 0.04% 206

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Navellier & Associates's D Position: Q4 2020 in Review

Navellier & Associates sold out of Dominion Energy (D) in Q4 2020, closing a stake of 5,062 shares — an estimated $400K sold.

Navellier & Associates first reported a position in D in Q2 2016 and held it in 18 quarters. The position peaked at $735K in Q4 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Navellier & Associates reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Navellier & Associates sold 5,062 Dominion Energy shares in Q4 2020, an estimated $400K.
  • Navellier & Associates first reported a position in Dominion Energy in Q2 2016 and held it in 18 quarters.
  • Navellier & Associates's Dominion Energy position peaked at $735K in Q4 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Navellier & Associates's 13F filing for Q4 2020, filed 5 Feb 2021.