Beacon Investment Advisors’s Dominion Energy D Stock Holding History

Beacon Investment Advisors’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$433K	Buy
2023 Q2	–	Sell
2023 Q1	$229K	Sell
2022 Q4	$252K	Buy