Monarch Capital Management’s Dominion Energy D Stock Holding History

Monarch Capital Management’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 Q4	–	Sell	-3,254	Closed	-$225K	–	110
2022 Q3	$225K	Sell	3,254 -100	-3%	-$8.07K	0.07%	108
2022 Q2	$268K	Hold	3,354	–	–	0.08%	106
2022 Q1	$285K	Hold	3,354	–	–	0.08%	107
2021 Q4	$263K	Hold	3,354	–	–	0.07%	109
2021 Q3	$245K	Buy	+3,354	New	+$256K	0.07%	110
2020 Q1	–	Sell	-2,516	Closed	-$208K	–	93
2019 Q4	$208K	Hold	2,516	–	–	0.07%	101
2019 Q3	$204K	Buy	+2,516	New	+$195K	0.07%	96

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

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

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

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

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

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

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

Monarch Capital Management's D Position: Q4 2022 in Review

Monarch Capital Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,254 shares — an estimated $225K sold.

Monarch Capital Management first reported a position in D in Q3 2019 and held it in 7 quarters. The position peaked at $285K in Q1 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

Monarch Capital Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Monarch Capital Management sold 3,254 Dominion Energy shares in Q4 2022, an estimated $225K.
Monarch Capital Management first reported a position in Dominion Energy in Q3 2019 and held it in 7 quarters.
Monarch Capital Management's Dominion Energy position peaked at $285K in Q1 2022.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Monarch Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.