Benson Investment Management Company’s Dominion Energy D Stock Holding History

Benson Investment Management Company’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	-62,000	Closed	-$3.8M	–	53
2022 Q4	$3.8M	Buy	+62,000	New	+$3.89M	2.24%	23
2020 Q4	–	Sell	-44,320	Closed	-$3.5M	–	56
2020 Q3	$3.5M	Buy	+44,320	New	+$3.48M	2.24%	30
2019 Q4	–	Sell	-37,965	Closed	-$3.08M	–	61
2019 Q3	$3.08M	Buy	+37,965	New	+$2.94M	2.21%	28
2018 Q3	–	Sell	-45,535	Closed	-$3.1M	–	70
2018 Q2	$3.1M	Buy	45,535 +45,095	+10,249%	+$2.94M	2.44%	14
2018 Q1	$30K	Buy	+440	New	+$32.5K	0.02%	64
2017 Q4	–	Sell	-440	Closed	-$34K	–	62
2017 Q3	$34K	Hold	440	–	–	0.03%	68
2017 Q2	$34K	Hold	440	–	–	0.03%	68
2017 Q1	$34K	Hold	440	–	–	0.03%	65
2016 Q4	$34K	Buy	+440	New	+$32.4K	0.03%	66

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

Benson Investment Management Company's D Position: Q1 2023 in Review

Benson Investment Management Company sold out of Dominion Energy (D) in Q1 2023, closing a stake of 62,000 shares — an estimated $3.8M sold.

Benson Investment Management Company first reported a position in D in Q4 2016 and held it in 9 quarters. The position peaked at $3.8M in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Benson Investment Management Company reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Benson Investment Management Company sold 62,000 Dominion Energy shares in Q1 2023, an estimated $3.8M.
Benson Investment Management Company first reported a position in Dominion Energy in Q4 2016 and held it in 9 quarters.
Benson Investment Management Company's Dominion Energy position peaked at $3.8M in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Benson Investment Management Company's 13F filing for Q1 2023, filed 10 Apr 2023.