Sierra Capital’s Dominion Energy D Stock Holding History

Sierra 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 Q4	–	Sell	-13	Closed	-$1K	–	648
2022 Q3	$1K	Buy	+13	New	+$1.05K	﹤0.01%	590
2022 Q1	–	Sell	-43	Closed	-$3K	–	833
2021 Q4	$3K	Buy	+43	New	+$3.23K	﹤0.01%	582

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

Sierra Capital's D Position: Q4 2022 in Review

Sierra Capital sold out of Dominion Energy (D) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Sierra Capital first reported a position in D in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Sierra Capital reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Sierra Capital sold 13 Dominion Energy shares in Q4 2022, an estimated $1K.
Sierra Capital first reported a position in Dominion Energy in Q4 2021 and held it in 2 quarters.
Sierra Capital's Dominion Energy position peaked at $3K in Q4 2021.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.