Titleist Asset 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
Q1
Sell
-3,752
Closed -$202K 299
2024
Q4
$202K Sell
3,752
-1,275
-25% -$68.7K 0.02% 294
2024
Q3
$290K Buy
+5,027
New +$290K 0.04% 227