Glassy Mountain Advisors’s Dominion Energy D Stock Holding History

Glassy Mountain Advisors’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	-21,483	Closed	-$1.32M	–	63
2022 Q4	$1.32M	Buy	+21,483	New	+$1.35M	0.73%	41
2022 Q2	$1.58M	Sell	19,842 -25	-0.1%	-$2.06K	0.95%	40
2022 Q1	$1.69M	Buy	19,867 +1,799	+10%	+$144K	0.87%	39
2021 Q4	$1.42M	Buy	+18,068	New	+$1.36M	0.73%	40

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

Glassy Mountain Advisors's D Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 21,483 shares — an estimated $1.32M sold.

Glassy Mountain Advisors first reported a position in D in Q4 2021 and held it in 4 quarters. The position peaked at $1.69M in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Glassy Mountain Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Glassy Mountain Advisors sold 21,483 Dominion Energy shares in Q1 2023, an estimated $1.32M.
Glassy Mountain Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 4 quarters.
Glassy Mountain Advisors's Dominion Energy position peaked at $1.69M in Q1 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.