Miramar Capital’s Dominion Energy D Stock Holding History

Miramar Capital’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
2022 Q3	–	Sell	-8,941	Closed	-$714K	–	91
2022 Q2	$714K	Buy	8,941 +256	+3%	+$21.1K	0.2%	53
2022 Q1	$738K	Buy	8,685 +5,700	+191%	+$458K	0.2%	59
2021 Q4	$235K	Buy	+2,985	New	+$225K	0.08%	53
2020 Q1	–	Sell	-2,610	Closed	-$221K	–	45
2019 Q4	$221K	Sell	2,610 -400	-13%	-$32.7K	0.14%	49
2019 Q3	$248K	Hold	3,010	–	–	0.17%	46
2019 Q2	$225K	Sell	3,010 -460	-13%	-$35.1K	0.16%	54
2019 Q1	$266K	Sell	3,470 -400	-10%	-$29.2K	0.2%	49
2018 Q4	$283K	Buy	+3,870	New	+$283K	0.22%	49

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miramar Capital's D Position: Q3 2022 in Review

Miramar Capital sold out of Dominion Energy (D) in Q3 2022, closing a stake of 8,941 shares — an estimated $714K sold.

Miramar Capital first reported a position in D in Q4 2018 and held it in 8 quarters. The position peaked at $738K in Q1 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

Miramar Capital reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
Miramar Capital sold 8,941 Dominion Energy shares in Q3 2022, an estimated $714K.
Miramar Capital first reported a position in Dominion Energy in Q4 2018 and held it in 8 quarters.
Miramar Capital's Dominion Energy position peaked at $738K in Q1 2022.
1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Miramar Capital's 13F filing for Q3 2022, filed 10 Nov 2022.