Granite FO LLC’s Dominion Energy D Stock Holding History

Granite FO LLC’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	-1,935	Closed	-$118K	–	221
2022 Q4	$118K	Buy	+1,935	New	+$122K	0.09%	69

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

Granite FO LLC's D Position: Q1 2023 in Review

Granite FO LLC sold out of Dominion Energy (D) in Q1 2023, closing a stake of 1,935 shares — an estimated $118K sold.

Granite FO LLC first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $118K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Granite FO LLC reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Granite FO LLC sold 1,935 Dominion Energy shares in Q1 2023, an estimated $118K.
Granite FO LLC first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
Granite FO LLC's Dominion Energy position peaked at $118K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Granite FO LLC's 13F filing for Q1 2023, filed 5 Sep 2024.