NEIRG
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New England Investment & Retirement Group’s Dominion Energy D Stock Holding History

New England Investment & Retirement Group’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
-79
Closed -$6K – 97
2020
Q1 		$6K Buy
+79
New +$6.45K ﹤0.01% 157

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Capital Research Global Investors
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Wellington Management Group
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Franklin Resources
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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 $298B AUM 21.96% 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

New England Investment & Retirement Group's D Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Dominion Energy (D) in Q2 2020, closing a stake of 79 shares — an estimated $6K sold.

New England Investment & Retirement Group first reported a position in D in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 79 Dominion Energy shares in Q2 2020, an estimated $6K.
  • New England Investment & Retirement Group first reported a position in Dominion Energy in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Dominion Energy position peaked at $6K in Q1 2020.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.