Everence Capital Management’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
$970K Sell
17,170
-12,530
-42% -$708K 0.06% 234
2025
Q1
$1.67M Hold
29,700
0.11% 161
2024
Q4
$1.6M Buy
+29,700
New +$1.6M 0.1% 159