GSB Wealth Management’s Dominion Energy D Stock Holding History

GSB Wealth Management’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	-3,500	Closed	-$215K	–	221
2022 Q4	$215K	Sell	3,500 -150	-4%	-$9.42K	0.08%	187
2022 Q3	$252K	Hold	3,650	–	–	0.09%	181
2022 Q2	$291K	Hold	3,650	–	–	0.1%	177
2022 Q1	$310K	Hold	3,650	–	–	0.09%	185
2021 Q4	$287K	Hold	3,650	–	–	0.08%	193
2021 Q3	$267K	Hold	3,650	–	–	0.14%	132
2021 Q2	$269K	Sell	3,650 -2,950	-45%	-$228K	0.08%	192
2021 Q1	$501K	Buy	+6,600	New	+$479K	0.17%	141

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

GSB Wealth Management's D Position: Q1 2023 in Review

GSB Wealth Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,500 shares — an estimated $215K sold.

GSB Wealth Management first reported a position in D in Q1 2021 and held it in 8 quarters. The position peaked at $501K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

GSB Wealth Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
GSB Wealth Management sold 3,500 Dominion Energy shares in Q1 2023, an estimated $215K.
GSB Wealth Management first reported a position in Dominion Energy in Q1 2021 and held it in 8 quarters.
GSB Wealth Management's Dominion Energy position peaked at $501K in Q1 2021.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on GSB Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.