D DOMINION ENERGY INC

Ownership history in Activest Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in DOMINION ENERGY INC (D). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 181 +13 +7.7% 0.00% $11K $59.85
2025 Q2 ADDED 168 +22 +15.1% 0.00% $9K $54.67
2025 Q1 ADDED 146 +138 +1725.0% 0.00% $8K $53.59
2024 Q4 REDUCED 8 -192 -96.0% 0.00% $431 $50.87
2023 Q4 ADDED 200 +20 +11.1% 0.01% $9K $42.24
2022 Q4 UNCHANGED 180 0% 0.00% $11K $52.23
2022 Q3 INITIATED 180 0.00% $12K $58.22
% of Fund (quarterly)    D price (monthly, adj. close)
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