Catalyst Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.06M Buy
19,016
+1,828
+11% +$107K 1% 44
2022
Q4
$1.05M Buy
+17,188
New +$1.08M 0.99% 38

Other funds holding D

Catalyst Wealth Management's D Position: Q1 2023 in Review

Catalyst Wealth Management increased its Dominion Energy (D) stake by 11% in Q1 2023, buying an estimated $107K and bringing the position to 19,016 shares worth $1.06M. The position accounts for 1% of the portfolio, ranked #44.

Catalyst Wealth Management first reported a position in D in Q4 2022 and has held it in 2 quarters since. 1,326 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Catalyst Wealth Management held 19,016 shares of Dominion Energy worth $1.06M as of Q1 2023.
  • Catalyst Wealth Management bought 1,828 Dominion Energy shares in Q1 2023, an estimated $107K.
  • Dominion Energy made up 1% of Catalyst Wealth Management's portfolio in Q1 2023, its #44 holding.
  • Catalyst Wealth Management first reported a position in Dominion Energy in Q4 2022 and has held it in 2 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.