Lumature Wealth Partners’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
Q2
$104K Buy
+2,000
New +$109K 0.06% 190
2023
Q1
Sell
-13
Closed -$797 403
2022
Q4
$797 Hold
13
﹤0.01% 374
2022
Q3
$1K Hold
13
﹤0.01% 379
2022
Q2
$1K Buy
+13
New +$1.07K ﹤0.01% 394

Other funds holding D

Lumature Wealth Partners's D Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in Dominion Energy (D) in Q2 2023: 2,000 shares worth $104K. The stake represents 0.06% of the portfolio and ranks #190 among its holdings. This is a return to the name: Lumature Wealth Partners previously reported a position in D as recently as Q4 2022.

Lumature Wealth Partners first reported a position in D in Q2 2022 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Lumature Wealth Partners held 2,000 shares of Dominion Energy worth $104K as of Q2 2023.
  • Dominion Energy was a new Lumature Wealth Partners position in Q2 2023.
  • Dominion Energy made up 0.06% of Lumature Wealth Partners's portfolio in Q2 2023, its #190 holding.
  • Lumature Wealth Partners first reported a position in Dominion Energy in Q2 2022 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.