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Spectrum Management Group’s Dominion Energy D Stock Holding History

Spectrum Management 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
Q4 		– Sell
-92
Closed -$7K – 229
2020
Q3 		$7K Buy
92
+7
+8% +$550 ﹤0.01% 213
2020
Q2 		$7K Hold
85
– – ﹤0.01% 208
2020
Q1 		$6K Buy
+85
New +$6.94K ﹤0.01% 202
2019
Q2 		– Sell
-516
Closed -$40K – 241
2019
Q1 		$40K Buy
+516
New +$37.7K 0.01% 145
2017
Q4 		– Sell
-8,780
Closed -$675K – 293
2017
Q3 		$675K Buy
+8,780
New +$683K 0.22% 72

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

Spectrum Management Group's D Position: Q4 2020 in Review

Spectrum Management Group sold out of Dominion Energy (D) in Q4 2020, closing a stake of 92 shares — an estimated $7K sold.

Spectrum Management Group first reported a position in D in Q3 2017 and held it in 5 quarters. The position peaked at $675K in Q3 2017. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Spectrum Management Group reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Spectrum Management Group sold 92 Dominion Energy shares in Q4 2020, an estimated $7K.
  • Spectrum Management Group first reported a position in Dominion Energy in Q3 2017 and held it in 5 quarters.
  • Spectrum Management Group's Dominion Energy position peaked at $675K in Q3 2017.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.