DOMINION ENERGY INC

Ticker: D CUSIP: 25746U109 Class: COM

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 900 Value ($000) $50 Avg Close $52.73 Range $50.44 - $55.30
Q4 2024
Shares 900 Value ($000) $48 Avg Close $54.04 Range $50.05 - $58.49
Q3 2024
Shares 900 Value ($000) $52 Avg Close $51.16 Range $44.75 - $55.63
Q2 2024
Shares 900 Value ($000) $44 Avg Close $47.11 Range $42.93 - $50.42
Q1 2024
Shares 900 Value ($000) $44 Avg Close $42.64 Range $39.53 - $45.45
Q4 2023
Shares 1,446 Value ($000) $68 Avg Close $40.17 Range $35.07 - $46.05
Q3 2023
Shares 946 Value ($000) $42 Avg Close $44.04 Range $39.46 - $48.34
Q2 2023
Shares 946 Value ($000) $49 Avg Close $47.58 Range $42.81 - $51.14
Q1 2023
Shares 946 Value ($000) $53 Avg Close $50.58 Range $45.34 - $55.04
Q4 2022
Shares 946 Value ($000) $58 Avg Close $53.65 Range $49.22 - $61.31