CCP
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Carmel Capital Partners’s Dominion Energy D Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-1,326
Closed -$59.2K – 273
2023
Q3 		$59.2K Buy
+1,326
New +$65.8K 0.03% 231

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Carmel Capital Partners's D Position: Q4 2023 in Review

Carmel Capital Partners sold out of Dominion Energy (D) in Q4 2023, closing a stake of 1,326 shares — an estimated $59.2K sold.

Carmel Capital Partners first reported a position in D in Q3 2023 and held it in 1 quarter. The position peaked at $59.2K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Carmel Capital Partners reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,326 Dominion Energy shares in Q4 2023, an estimated $59.2K.
  • Carmel Capital Partners first reported a position in Dominion Energy in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Dominion Energy position peaked at $59.2K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.