Cary Street Partners’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.48M	Sell	167,778 -1,180	-0.7%	-$66.7K	0.27%	89
2025 Q1	$9.47M	Sell	168,958 -5,646	-3%	-$317K	0.3%	83
2024 Q4	$9.4M	Buy	+174,604	New	+$9.4M	0.31%	85