SEC 13F Intelligence

Surevest, LLC / D

Surevest, LLC’s Dominion Energy Inc Position

Does Surevest, LLC own Dominion Energy Inc (D)? Not currently — the last reported position was 42.8K shares worth $3M in Q3 2020; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$3M
Q3 2020
Shares
42.8K
% of Portfolio
+1.33%
Quarters Held
8
position exited

Position History D

Reported value by quarter
Q4 ’18: $350,000Q4 ’18Q1 ’19: $808,000Q1 ’19Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202042.8K$3M+1.33%
Q2 202038.5K$3M+1.38%
Q1 202035.3K$3M+1.39%
Q4 201925.3K$2M+0.90%
Q3 201919.9K$2M+0.79%
Q2 201917.8K$1M+0.71%
Q1 201910.5K$808,000+0.50%
Q4 20184.9K$350,000+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of D.