13F

Position

XML Financial, LLC in Dominion Energy, Inc

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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 $125.3K$58.59$61.82

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202539.3K$2.3M0.2%
Q1 202638.8K$2.4M$61.82$125.3K−$32.3K0.2%