Enlightenment Research’s Dominion Energy D Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-3,700	Closed	-$256K	–	23
2022 Q3	$256K	Buy	+3,700	New	+$299K	0.57%	66
2020 Q3	–	Sell	-4,500	Closed	-$365K	–	82
2020 Q2	$365K	Sell	4,500 -1,000	-18%	-$80.2K	0.87%	35
2020 Q1	$430K	Buy	+5,500	New	+$449K	0.46%	59
2019 Q3	–	Sell	-2,700	Closed	-$203K	–	139
2019 Q2	$203K	Buy	+2,700	New	+$206K	0.1%	247

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Enlightenment Research's D Position: Q4 2022 in Review

Enlightenment Research sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,700 shares — an estimated $256K sold.

Enlightenment Research first reported a position in D in Q2 2019 and held it in 4 quarters. The position peaked at $430K in Q1 2020. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

Enlightenment Research reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 3,700 Dominion Energy shares in Q4 2022, an estimated $256K.
Enlightenment Research first reported a position in Dominion Energy in Q2 2019 and held it in 4 quarters.
Enlightenment Research's Dominion Energy position peaked at $430K in Q1 2020.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.