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Regent Investment Management’s Dominion Energy D Stock Holding History

Regent 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
2020
Q1 		– Sell
-2,602
Closed -$215K – 187
2019
Q4 		$215K Hold
2,602
– – 0.07% 196
2019
Q3 		$211K Sell
2,602
-100
-4% -$7.73K 0.07% 193
2019
Q2 		$209K Hold
2,702
– – 0.07% 194
2019
Q1 		$207K Buy
+2,702
New +$197K 0.07% 193
2018
Q1 		– Sell
-2,696
Closed -$219K – 206
2017
Q4 		$219K Hold
2,696
– – 0.07% 194
2017
Q3 		$207K Hold
2,696
– – 0.07% 198
2017
Q2 		$207K Hold
2,696
– – 0.07% 197
2017
Q1 		$209K Buy
+2,696
New +$204K 0.08% 193

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Investment Management's D Position: Q1 2020 in Review

Regent Investment Management sold out of Dominion Energy (D) in Q1 2020, closing a stake of 2,602 shares — an estimated $215K sold.

Regent Investment Management first reported a position in D in Q1 2017 and held it in 8 quarters. The position peaked at $219K in Q4 2017. 1,397 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • Regent Investment Management reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
  • Regent Investment Management sold 2,602 Dominion Energy shares in Q1 2020, an estimated $215K.
  • Regent Investment Management first reported a position in Dominion Energy in Q1 2017 and held it in 8 quarters.
  • Regent Investment Management's Dominion Energy position peaked at $219K in Q4 2017.
  • 1,397 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Regent Investment Management's 13F filing for Q1 2020, filed 17 Apr 2020.