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Legacy Capital Wealth Partners’s Dominion Energy D Stock Holding History

Legacy Capital Wealth 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
2024
Q2 		– Sell
-29,710
Closed -$1.71M – 316
2024
Q1 		$1.71M Buy
+29,710
New +$1.39M 1.22% 31

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Capital Wealth Partners's D Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Dominion Energy (D) in Q2 2024, closing a stake of 29,710 shares — an estimated $1.71M sold.

Legacy Capital Wealth Partners first reported a position in D in Q1 2024 and held it in 1 quarter. The position peaked at $1.71M in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 29,710 Dominion Energy shares in Q2 2024, an estimated $1.71M.
  • Legacy Capital Wealth Partners first reported a position in Dominion Energy in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Dominion Energy position peaked at $1.71M in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.