AM Squared’s Dominion Energy D Stock Holding History

AM Squared’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
2023 Q1	–	Sell	-2,100	Closed	-$129K	–	139
2022 Q4	$129K	Buy	+2,100	New	+$132K	0.08%	92

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AM Squared's D Position: Q1 2023 in Review

AM Squared sold out of Dominion Energy (D) in Q1 2023, closing a stake of 2,100 shares — an estimated $129K sold.

AM Squared first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $129K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

AM Squared reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
AM Squared sold 2,100 Dominion Energy shares in Q1 2023, an estimated $129K.
AM Squared first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
AM Squared's Dominion Energy position peaked at $129K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on AM Squared's 13F filing for Q1 2023, filed 17 May 2023.