Lee Financial’s Dominion Energy D Stock Holding History

Lee Financial’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	-8	Closed	-$491	–	836
2022 Q4	$491	Hold	8	–	–	﹤0.01%	825
2022 Q3	$1K	Sell	8 -4	-33%	-$323	﹤0.01%	747
2022 Q2	$1K	Buy	+12	New	+$991	﹤0.01%	775
2022 Q1	–	Sell	-20	Closed	-$2K	–	802
2021 Q4	$2K	Buy	+20	New	+$1.5K	﹤0.01%	720
2020 Q3	–	Sell	-98	Closed	-$8K	–	535
2020 Q2	$8K	Hold	98	–	–	﹤0.01%	396
2020 Q1	$7K	Hold	98	–	–	﹤0.01%	339
2019 Q4	$8K	Hold	98	–	–	﹤0.01%	378
2019 Q3	$8K	Hold	98	–	–	﹤0.01%	377
2019 Q2	$8K	Hold	98	–	–	﹤0.01%	383
2019 Q1	$8K	Sell	98 -49	-33%	-$3.58K	﹤0.01%	365
2018 Q4	$11K	Hold	147	–	–	﹤0.01%	272
2018 Q3	$10K	Sell	147 -1,476	-91%	-$105K	﹤0.01%	324
2018 Q2	$111K	Buy	1,623 +7	+0.4%	+$456	0.03%	201
2018 Q1	$109K	Buy	1,616 +1,518	+1,549%	+$112K	0.03%	200
2017 Q4	$8K	Hold	98	–	–	﹤0.01%	368
2017 Q3	$8K	Sell	98 -188	-66%	-$14.6K	﹤0.01%	369
2017 Q2	$22K	Hold	286	–	–	0.01%	240
2017 Q1	$22K	Hold	286	–	–	0.01%	213
2016 Q4	$22K	Buy	+286	New	+$21.1K	0.01%	220

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

Lee Financial's D Position: Q1 2023 in Review

Lee Financial sold out of Dominion Energy (D) in Q1 2023, closing a stake of 8 shares — an estimated $491 sold.

Lee Financial first reported a position in D in Q4 2016 and held it in 19 quarters. The position peaked at $111K in Q2 2018. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Lee Financial reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 8 Dominion Energy shares in Q1 2023, an estimated $491.
Lee Financial first reported a position in Dominion Energy in Q4 2016 and held it in 19 quarters.
Lee Financial's Dominion Energy position peaked at $111K in Q2 2018.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.