Laurie J. Hall Trustee’s Dominion Energy D Stock Holding History

Laurie J. Hall Trustee’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
2025 Q1	–	Sell	-3,925	Closed	-$212K	–	142
2024 Q4	$212K	Sell	3,925 -500	-11%	-$28.5K	0.07%	116
2024 Q3	$256K	Buy	4,425 +2,000	+82%	+$109K	0.08%	112
2024 Q2	$119K	Hold	2,425	–	–	0.04%	135
2024 Q1	$119K	Hold	2,425	–	–	0.04%	133
2023 Q4	$114K	Hold	2,425	–	–	0.04%	136
2023 Q3	$108K	Hold	2,425	–	–	0.05%	131
2023 Q2	$126K	Hold	2,425	–	–	0.05%	127
2023 Q1	$136K	Sell	2,425 -75	-3%	-$4.39K	0.06%	122
2022 Q4	$154K	Hold	2,500	–	–	0.07%	114
2022 Q3	$173K	Hold	2,500	–	–	0.09%	105
2022 Q2	$200K	Sell	2,500 -461	-16%	-$38.1K	0.09%	103
2022 Q1	$251K	Hold	2,961	–	–	0.1%	101
2021 Q4	$232K	Sell	2,961 -484	-14%	-$36.4K	0.08%	106
2021 Q3	$252K	Hold	3,445	–	–	0.1%	98
2021 Q2	$254K	Hold	3,445	–	–	0.1%	101
2021 Q1	$262K	Hold	3,445	–	–	0.1%	102
2020 Q4	$259K	Hold	3,445	–	–	0.1%	99
2020 Q3	$271K	Buy	+3,445	New	+$271K	0.12%	91
2019 Q4	$285K	Hold	3,445	–	–	0.13%	94
2019 Q3	$280K	Hold	3,445	–	–	0.14%	94
2019 Q2	$267K	Hold	3,445	–	–	0.14%	96
2019 Q1	$264K	Hold	3,445	–	–	0.14%	93
2018 Q4	$253K	Sell	3,445 -100	-3%	-$7.31K	0.14%	92
2018 Q3	$249K	Hold	3,545	–	–	0.13%	94
2018 Q2	$242K	Hold	3,545	–	–	0.14%	91
2018 Q1	$239K	Sell	3,545 -200	-5%	-$14.8K	0.15%	87
2017 Q4	$304K	Hold	3,745	–	–	0.17%	80
2017 Q3	$288K	Hold	3,745	–	–	0.18%	75
2017 Q2	$287K	Hold	3,745	–	–	0.18%	77
2017 Q1	$292K	Sell	3,745 -675	-15%	-$51.1K	0.19%	79
2016 Q4	$340K	Buy	+4,420	New	+$326K	0.22%	74
2016 Q2	$385K	Sell	4,920 -633	-11%	-$45.9K	0.25%	69
2016 Q1	$389K	Sell	5,553 -289	-5%	-$20.4K	0.25%	68
2015 Q4	$403K	Buy	5,842 +222	+4%	+$15.3K	0.29%	63
2015 Q3	$396K	Hold	5,620	–	–	0.32%	59
2015 Q2	$376K	Hold	5,620	–	–	0.27%	67
2015 Q1	$398K	Hold	5,620	–	–	0.29%	61
2014 Q4	$432K	Hold	5,620	–	–	0.31%	59
2014 Q3	$388K	Hold	5,620	–	–	0.29%	61
2014 Q2	$402K	Hold	5,620	–	–	0.3%	59
2014 Q1	$399K	Hold	5,620	–	–	0.31%	61
2013 Q4	$364K	Hold	5,620	–	–	0.28%	64
2013 Q3	$351K	Hold	5,620	–	–	0.3%	62
2013 Q2	$319K	Buy	+5,620	New	+$329K	0.28%	65

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurie J. Hall Trustee's D Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Dominion Energy (D) in Q1 2025, closing a stake of 3,925 shares — an estimated $212K sold.

Laurie J. Hall Trustee first reported a position in D in Q2 2013 and held it in 44 quarters. The position peaked at $432K in Q4 2014. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 3,925 Dominion Energy shares in Q1 2025, an estimated $212K.
Laurie J. Hall Trustee first reported a position in Dominion Energy in Q2 2013 and held it in 44 quarters.
Laurie J. Hall Trustee's Dominion Energy position peaked at $432K in Q4 2014.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.