GFS
D icon

GYL Financial Synergies’s Dominion Energy D Stock Holding History

GYL Financial Synergies’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
Q2 		– Sell
-9,660
Closed -$475K – 370
2024
Q1 		$475K Sell
9,660
-3,406
-26% -$159K 0.04% 249
2023
Q4 		$614K Sell
13,066
-7,651
-37% -$342K 0.05% 223
2023
Q3 		$925K Sell
20,717
-1,104
-5% -$54.8K 0.09% 179
2023
Q2 		$1.13M Sell
21,821
-3,223
-13% -$175K 0.1% 169
2023
Q1 		$1.4M Buy
+25,044
New +$1.47M 0.17% 99

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GYL Financial Synergies's D Position: Q2 2024 in Review

GYL Financial Synergies sold out of Dominion Energy (D) in Q2 2024, closing a stake of 9,660 shares — an estimated $475K sold.

GYL Financial Synergies first reported a position in D in Q1 2023 and held it in 5 quarters. The position peaked at $1.4M in Q1 2023. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • GYL Financial Synergies reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 9,660 Dominion Energy shares in Q2 2024, an estimated $475K.
  • GYL Financial Synergies first reported a position in Dominion Energy in Q1 2023 and held it in 5 quarters.
  • GYL Financial Synergies's Dominion Energy position peaked at $1.4M in Q1 2023.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on GYL Financial Synergies's 13F filing for Q2 2024, filed 23 Jul 2024.