Clean Yield Group’s Dominion Energy D Stock Holding History

Clean Yield 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
2023 Q1	–	Sell	-137	Closed	-$8.4K	–	437
2022 Q4	$8.4K	Buy	+137	New	+$8.6K	﹤0.01%	351
2019 Q2	–	Sell	-564	Closed	-$43K	–	340
2019 Q1	$43K	Hold	564	–	–	0.02%	200
2018 Q4	$40K	Buy	+564	New	+$41.2K	0.02%	198
2017 Q2	–	Sell	-1,513	Closed	-$117K	–	169
2017 Q1	$117K	Buy	+1,513	New	+$114K	0.05%	146
2016 Q4	–	Sell	-2,338	Closed	-$174K	–	167
2016 Q3	$174K	Hold	2,338	–	–	0.08%	129
2016 Q2	$182K	Hold	2,338	–	–	0.08%	125
2016 Q1	$170K	Sell	2,338 -825	-26%	-$58.4K	0.08%	129
2015 Q4	$221K	Hold	3,163	–	–	0.11%	118
2015 Q3	$226K	Hold	3,163	–	–	0.11%	118
2015 Q2	$212K	Hold	3,163	–	–	0.1%	123
2015 Q1	$224K	Hold	3,163	–	–	0.1%	118
2014 Q4	$243K	Hold	3,163	–	–	0.11%	112
2014 Q3	$219K	Hold	3,163	–	–	0.11%	115
2014 Q2	$226K	Buy	+3,163	New	+$222K	0.11%	118

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

Clean Yield Group's D Position: Q1 2023 in Review

Clean Yield Group sold out of Dominion Energy (D) in Q1 2023, closing a stake of 137 shares — an estimated $8.4K sold.

Clean Yield Group first reported a position in D in Q2 2014 and held it in 14 quarters. The position peaked at $243K in Q4 2014. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Clean Yield Group reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Clean Yield Group sold 137 Dominion Energy shares in Q1 2023, an estimated $8.4K.
Clean Yield Group first reported a position in Dominion Energy in Q2 2014 and held it in 14 quarters.
Clean Yield Group's Dominion Energy position peaked at $243K in Q4 2014.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Clean Yield Group's 13F filing for Q1 2023, filed 26 Apr 2023.