LM Advisors’s Dominion Energy D Stock Holding History

LM Advisors’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 Q1	–	Sell	-200	Closed	-$9.4K	–	325
2023 Q4	$9.4K	Buy	+200	New	+$8.93K	﹤0.01%	533

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

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

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

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

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

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

LM Advisors's D Position: Q1 2024 in Review

LM Advisors sold out of Dominion Energy (D) in Q1 2024, closing a stake of 200 shares — an estimated $9.4K sold.

LM Advisors first reported a position in D in Q4 2023 and held it in 1 quarter. The position peaked at $9.4K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

LM Advisors reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 200 Dominion Energy shares in Q1 2024, an estimated $9.4K.
LM Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 1 quarter.
LM Advisors's Dominion Energy position peaked at $9.4K in Q4 2023.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.