Hamilton Capital’s Dominion Energy D Stock Holding History

Hamilton Capital’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	-3,959	Closed	-$243K	–	131
2022 Q4	$243K	Buy	+3,959	New	+$249K	0.02%	116

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

Hamilton Capital's D Position: Q1 2023 in Review

Hamilton Capital sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,959 shares — an estimated $243K sold.

Hamilton Capital first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $243K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Hamilton Capital reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Hamilton Capital sold 3,959 Dominion Energy shares in Q1 2023, an estimated $243K.
Hamilton Capital first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
Hamilton Capital's Dominion Energy position peaked at $243K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Hamilton Capital's 13F filing for Q1 2023, filed 3 May 2023.