Lakewood Asset Management’s Dominion Energy D Stock Holding History

Lakewood Asset 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	-209	Closed	-$13K	–	144
2022 Q4	$13K	Buy	+209	New	+$13.1K	0.01%	242

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

Lakewood Asset Management's D Position: Q1 2023 in Review

Lakewood Asset Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 209 shares — an estimated $13K sold.

Lakewood Asset Management first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Lakewood Asset Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 209 Dominion Energy shares in Q1 2023, an estimated $13K.
Lakewood Asset Management first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Dominion Energy position peaked at $13K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.