Aventail Capital Group’s Dominion Energy D Stock Holding History

Aventail Capital Group’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
2025 Q3	$5.58M	Hold
2025 Q2	$5.16M	Buy
2025 Q1	$5M	Buy
2024 Q3	–	Sell
2024 Q2	$21.7M	Buy
2024 Q1	$7.14M	Buy
2023 Q1	–	Sell
2022 Q4	$4.91M	Buy
2021 Q1	–	Sell
2020 Q4	$13.2M	Buy