Black Diamond Financial’s Dominion Energy D Stock Holding History

Black Diamond Financial’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	-4,332	Closed	-$266K	–	118
2022 Q4	$266K	Hold	4,332	–	–	0.1%	90
2022 Q3	$299K	Hold	4,332	–	–	0.12%	74
2022 Q2	$346K	Hold	4,332	–	–	0.14%	74
2022 Q1	$368K	Buy	+4,332	New	+$348K	0.12%	78

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

Black Diamond Financial's D Position: Q1 2023 in Review

Black Diamond Financial sold out of Dominion Energy (D) in Q1 2023, closing a stake of 4,332 shares — an estimated $266K sold.

Black Diamond Financial first reported a position in D in Q1 2022 and held it in 4 quarters. The position peaked at $368K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Black Diamond Financial reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Black Diamond Financial sold 4,332 Dominion Energy shares in Q1 2023, an estimated $266K.
Black Diamond Financial first reported a position in Dominion Energy in Q1 2022 and held it in 4 quarters.
Black Diamond Financial's Dominion Energy position peaked at $368K in Q1 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Black Diamond Financial's 13F filing for Q1 2023, filed 11 May 2023.