CJL
D icon

Cyrus J. Lawrence’s Dominion Energy D Stock Holding History

Cyrus J. Lawrence’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
2025
Q1 		– Sell
-675
Closed -$36K – 81
2024
Q4 		$36K Hold
675
– – 0.01% 129
2024
Q3 		$39K Buy
675
+175
+35% +$9.56K 0.01% 123
2024
Q2 		$24K Buy
+500
New +$25.5K ﹤0.01% 134
2023
Q3 		– Sell
-200
Closed -$10 – 135
2023
Q2 		$10 Hold
200
– – ﹤0.01% 144
2023
Q1 		$11K Sell
200
-333
-62% -$19.5K ﹤0.01% 150
2022
Q4 		$33K Hold
533
– – 0.01% 138
2022
Q3 		$36K Sell
533
-500
-48% -$40.4K 0.01% 126
2022
Q2 		$82K Hold
1,033
– – 0.02% 118
2022
Q1 		$88K Buy
+1,033
New +$83K 0.02% 116

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return