Van Cleef Asset Management’s Dominion Energy D Stock Holding History

Van Cleef Asset 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	-2,942	Closed	-$203K	–	112
2022 Q3	$203K	Hold	2,942	–	–	0.04%	105
2022 Q2	$235K	Hold	2,942	–	–	0.04%	99
2022 Q1	$250K	Hold	2,942	–	–	0.04%	104
2021 Q4	$231K	Hold	2,942	–	–	0.03%	111
2021 Q3	$215K	Hold	2,942	–	–	0.03%	114
2021 Q2	$216K	Hold	2,942	–	–	0.03%	120
2021 Q1	$223K	Hold	2,942	–	–	0.03%	115
2020 Q4	$221K	Hold	2,942	–	–	0.04%	110
2020 Q3	$232K	Hold	2,942	–	–	0.04%	102
2020 Q2	$239K	Buy	+2,942	New	+$236K	0.05%	100

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

Van Cleef Asset Management's D Position: Q4 2022 in Review

Van Cleef Asset Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 2,942 shares — an estimated $203K sold.

Van Cleef Asset Management first reported a position in D in Q2 2020 and held it in 10 quarters. The position peaked at $250K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Van Cleef Asset Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Van Cleef Asset Management sold 2,942 Dominion Energy shares in Q4 2022, an estimated $203K.
Van Cleef Asset Management first reported a position in Dominion Energy in Q2 2020 and held it in 10 quarters.
Van Cleef Asset Management's Dominion Energy position peaked at $250K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Van Cleef Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.