Acima Private Wealth’s Dominion Energy D Stock Holding History

Acima Private Wealth’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
2026 Q2	$14.5K	Hold	213	–	–	﹤0.01%	158
2026 Q1	$13.2K	Hold	213	–	–	﹤0.01%	162
2025 Q4	$12.5K	Hold	213	–	–	﹤0.01%	159
2025 Q3	$13K	Hold	213	–	–	﹤0.01%	162
2025 Q2	$12K	Buy	+213	New	+$11.7K	﹤0.01%	167
2023 Q4	–	Sell	-500	Closed	-$22.3K	–	242
2023 Q3	$22.3K	Sell	500 -676	-57%	-$33.6K	0.01%	180
2023 Q2	$60.9K	Hold	1,176	–	–	0.03%	165
2023 Q1	$65.8K	Hold	1,176	–	–	0.03%	161
2022 Q4	$72.1K	Hold	1,176	–	–	0.04%	148
2022 Q3	$81.3K	Hold	1,176	–	–	0.04%	142
2022 Q2	$93.9K	Hold	1,176	–	–	0.05%	143
2022 Q1	$100K	Hold	1,176	–	–	0.05%	148
2021 Q4	$92K	Hold	1,176	–	–	0.04%	152
2021 Q3	$86K	Hold	1,176	–	–	0.04%	148
2021 Q2	$87K	Hold	1,176	–	–	0.04%	146
2021 Q1	$89K	Buy	1,176 +500	+74%	+$36.3K	0.04%	146
2020 Q4	$51K	Hold	676	–	–	0.03%	157
2020 Q3	$53K	Hold	676	–	–	0.03%	148
2020 Q2	$55K	Hold	676	–	–	0.04%	158
2020 Q1	$49K	Sell	676 -474	-41%	-$38.7K	0.04%	161
2019 Q4	$95K	Buy	1,150 +474	+70%	+$38.7K	0.07%	164
2019 Q3	$54K	Hold	676	–	–	0.04%	188
2019 Q2	$52K	Hold	676	–	–	0.04%	175
2019 Q1	$52K	Hold	676	–	–	0.04%	168
2018 Q4	$48K	Buy	+676	New	+$49.4K	0.05%	163

Other funds holding D

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return