Envestnet Asset Management’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

Envestnet Asset Management’s Portfolio DCUE Stock Details DCUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,687	Closed	-$273K	–	4133
2022 Q1	$273K	Buy	2,687 +104	+4%	+$10.5K	﹤0.01%	3505
2021 Q4	$260K	Sell	2,583 -255	-9%	-$25.3K	﹤0.01%	3496
2021 Q3	$276K	Sell	2,838 -143	-5%	-$14.3K	﹤0.01%	3340
2021 Q2	$290K	Buy	+2,981	New	+$302K	﹤0.01%	3313

Envestnet Asset Management's DCUE Position: Q2 2022 in Review

Envestnet Asset Management sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q2 2022, closing a stake of 2,687 shares — an estimated $273K sold.

Envestnet Asset Management first reported a position in DCUE in Q2 2021 and held it in 4 quarters. The position peaked at $290K in Q2 2021. 0 funds tracked by Wall St. Rank hold DCUE as of Q2 2022.

Envestnet Asset Management reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q2 2022 after selling out during the quarter.
Envestnet Asset Management sold 2,687 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q2 2022, an estimated $273K.
Envestnet Asset Management first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q2 2021 and held it in 4 quarters.
Envestnet Asset Management's Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $290K in Q2 2021.
0 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.