Congress Asset Management’s Dominion Energy D Stock Holding History

Congress Asset Management’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	-3,570	Closed	-$219K	–	371
2022 Q4	$219K	Sell	3,570 -625	-15%	-$39.3K	﹤0.01%	373
2022 Q3	$290K	Buy	4,195 +625	+18%	+$50.5K	﹤0.01%	350
2022 Q2	$285K	Buy	3,570 +125	+4%	+$10.3K	﹤0.01%	356
2022 Q1	$293K	Buy	+3,445	New	+$277K	﹤0.01%	347
2015 Q1	–	Sell	-3,950	Closed	-$304K	–	231
2014 Q4	$304K	Buy	3,950 +100	+3%	+$7.24K	0.01%	212
2014 Q3	$266K	Hold	3,850	–	–	0.01%	216
2014 Q2	$275K	Hold	3,850	–	–	0.01%	221
2014 Q1	$273K	Hold	3,850	–	–	0.01%	220
2013 Q4	$249K	Hold	3,850	–	–	0.01%	215
2013 Q3	$241K	Hold	3,850	–	–	0.01%	214
2013 Q2	$219K	Buy	+3,850	New	+$226K	0.01%	214

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

Congress Asset Management's D Position: Q1 2023 in Review

Congress Asset Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,570 shares — an estimated $219K sold.

Congress Asset Management first reported a position in D in Q2 2013 and held it in 11 quarters. The position peaked at $304K in Q4 2014. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Congress Asset Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Congress Asset Management sold 3,570 Dominion Energy shares in Q1 2023, an estimated $219K.
Congress Asset Management first reported a position in Dominion Energy in Q2 2013 and held it in 11 quarters.
Congress Asset Management's Dominion Energy position peaked at $304K in Q4 2014.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Congress Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.