13F

Position

Simplicity Wealth,LLC in Dominion Energy, Inc

Back to the book · All holders of D

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $14.5K$58.59$61.82

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.5K$263.8K0.0%
Q1 202612.2K$756K$61.82$14.5K$477.6K0.0%