BCM Advisors’s Dominion Energy D Stock Holding History

BCM Advisors’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	-17,900	Closed	-$1.11M	–	62
2022 Q4	$1.11M	Hold	17,900	–	–	0.31%	39
2022 Q3	$1.24M	Hold	17,900	–	–	0.37%	34
2022 Q2	$1.41M	Hold	17,900	–	–	0.39%	30
2022 Q1	$1.51M	Hold	17,900	–	–	0.4%	26
2021 Q4	$1.44M	Buy	17,900 +7,700	+75%	+$579K	0.37%	25
2021 Q3	$734K	Hold	10,200	–	–	0.2%	38
2021 Q2	$774K	Hold	10,200	–	–	0.21%	38
2021 Q1	$810K	Hold	10,200	–	–	0.24%	38
2020 Q4	$767K	Hold	10,200	–	–	0.25%	38
2020 Q3	$814K	Buy	+10,200	New	+$801K	0.3%	31

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BCM Advisors's D Position: Q1 2023 in Review

BCM Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 17,900 shares — an estimated $1.11M sold.

BCM Advisors first reported a position in D in Q3 2020 and held it in 10 quarters. The position peaked at $1.51M in Q1 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

BCM Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
BCM Advisors sold 17,900 Dominion Energy shares in Q1 2023, an estimated $1.11M.
BCM Advisors first reported a position in Dominion Energy in Q3 2020 and held it in 10 quarters.
BCM Advisors's Dominion Energy position peaked at $1.51M in Q1 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on BCM Advisors's 13F filing for Q1 2023, filed 2 May 2023.