Michael Gelband’s Dominion Energy D Stock Holding History

Michael Gelband’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	-4,393	Closed	-$269K	–	1816
2022 Q4	$269K	Buy	+4,393	New	+$276K	﹤0.01%	1388
2021 Q3	–	Sell	-34,110	Closed	-$2.51M	–	2212
2021 Q2	$2.51M	Sell	34,110 -24,838	-42%	-$1.92M	0.03%	582
2021 Q1	$4.48M	Sell	58,948 -204,878	-78%	-$14.9M	0.07%	313
2020 Q4	$19.8M	Buy	263,826 +212,068	+410%	+$16.8M	0.19%	49
2020 Q3	$4.08M	Sell	51,758 -80,244	-61%	-$6.3M	0.08%	209
2020 Q2	$10.7M	Buy	132,002 +124,991	+1,783%	+$10M	0.28%	60
2020 Q1	$506K	Sell	7,011 -5,158	-42%	-$421K	0.03%	483
2019 Q4	$1.01M	Sell	12,169 -108,650	-90%	-$8.88M	0.02%	547
2019 Q3	$9.79M	Buy	+120,819	New	+$9.34M	0.34%	62
2019 Q2	–	Sell	-66,726	Closed	-$5.12M	–	1142
2019 Q1	$5.12M	Buy	+66,726	New	+$4.87M	0.38%	47

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Michael Gelband's D Position: Q1 2023 in Review

Michael Gelband sold out of Dominion Energy (D) in Q1 2023, closing a stake of 4,393 shares — an estimated $269K sold.

Michael Gelband first reported a position in D in Q1 2019 and held it in 10 quarters. The position peaked at $19.8M in Q4 2020. 1,326 funds tracked by Wall St. Rank hold D as of Q1 2023.

Michael Gelband reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Michael Gelband sold 4,393 Dominion Energy shares in Q1 2023, an estimated $269K.
Michael Gelband first reported a position in Dominion Energy in Q1 2019 and held it in 10 quarters.
Michael Gelband's Dominion Energy position peaked at $19.8M in Q4 2020.
1,326 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on ExodusPoint Capital Management's 13F filing for Q1 2023, filed 11 May 2023.