Greenwood Gearhart’s Dominion Energy D Stock Holding History

Greenwood Gearhart’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
2024 Q1	–	Sell	-62	Closed	-$2.91K	–	147
2023 Q4	$2.91K	Buy	+62	New	+$2.77K	﹤0.01%	265

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Greenwood Gearhart's D Position: Q1 2024 in Review

Greenwood Gearhart sold out of Dominion Energy (D) in Q1 2024, closing a stake of 62 shares — an estimated $2.91K sold.

Greenwood Gearhart first reported a position in D in Q4 2023 and held it in 1 quarter. The position peaked at $2.91K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Greenwood Gearhart reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 62 Dominion Energy shares in Q1 2024, an estimated $2.91K.
Greenwood Gearhart first reported a position in Dominion Energy in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's Dominion Energy position peaked at $2.91K in Q4 2023.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.