PF
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Phoenix Financial’s Dominion Energy D Stock Holding History

Phoenix Financial’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
-12,790
Closed -$940K – 381
2020
Q3 		$940K Sell
12,790
-800
-6% -$62.8K 0.04% 208
2020
Q2 		$1.04M Sell
13,590
-756
-5% -$60.6K 0.04% 204
2020
Q1 		$1M Buy
+14,346
New +$1.17M 0.05% 205

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

Phoenix Financial's D Position: Q4 2020 in Review

Phoenix Financial sold out of Dominion Energy (D) in Q4 2020, closing a stake of 12,790 shares — an estimated $940K sold.

Phoenix Financial first reported a position in D in Q1 2020 and held it in 3 quarters. The position peaked at $1.04M in Q2 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Phoenix Financial reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 12,790 Dominion Energy shares in Q4 2020, an estimated $940K.
  • Phoenix Financial first reported a position in Dominion Energy in Q1 2020 and held it in 3 quarters.
  • Phoenix Financial's Dominion Energy position peaked at $1.04M in Q2 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.