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1834 Investment Advisors’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.3M Sell
111,433
-456
-0.4% -$25.8K 0.8% 38
2025
Q1
$6.27M Buy
111,889
+1,026
+0.9% +$57.5K 0.81% 38
2024
Q4
$5.97M Sell
110,863
-7,361
-6% -$396K 0.76% 40
2024
Q3
$6.83M Buy
118,224
+2,772
+2% +$160K 0.8% 36
2024
Q2
$5.66M Buy
115,452
+13,450
+13% +$659K 0.68% 46
2024
Q1
$5.02M Buy
102,002
+7,052
+7% +$347K 0.6% 55
2023
Q4
$4.46M Sell
94,950
-11,650
-11% -$548K 0.53% 56
2023
Q3
$4.76M Sell
106,600
-271
-0.3% -$12.1K 0.59% 49
2023
Q2
$5.53M Buy
106,871
+2,309
+2% +$120K 0.66% 44
2023
Q1
$5.85M Buy
104,562
+13,290
+15% +$743K 0.7% 43
2022
Q4
$5.6M Buy
91,272
+82,906
+991% +$5.08M 0.8% 40
2022
Q3
$578K Sell
8,366
-6,109
-42% -$422K 0.09% 117
2022
Q2
$1.16M Sell
14,475
-109
-0.7% -$8.7K 0.16% 89
2022
Q1
$1.24M Buy
14,584
+6,958
+91% +$591K 0.15% 95
2021
Q4
$599K Buy
7,626
+827
+12% +$65K 0.07% 127
2021
Q3
$496K Buy
6,799
+770
+13% +$56.2K 0.06% 134
2021
Q2
$444K Buy
6,029
+168
+3% +$12.4K 0.05% 137
2021
Q1
$445K Buy
5,861
+3,208
+121% +$244K 0.06% 136
2020
Q4
$200K Buy
2,653
+549
+26% +$41.4K 0.03% 192
2020
Q3
$166K Buy
2,104
+50
+2% +$3.95K 0.02% 195
2020
Q2
$167K Sell
2,054
-460
-18% -$37.4K 0.03% 188
2020
Q1
$181K Buy
2,514
+1,022
+68% +$73.6K 0.03% 181
2019
Q4
$124K Buy
1,492
+451
+43% +$37.5K 0.02% 226
2019
Q3
$84K Buy
1,041
+29
+3% +$2.34K 0.01% 246
2019
Q2
$78K Buy
1,012
+412
+69% +$31.8K 0.01% 249
2019
Q1
$46K Hold
600
0.01% 278
2018
Q4
$43K Hold
600
0.01% 276
2018
Q3
$42K Sell
600
-998
-62% -$69.9K 0.01% 288
2018
Q2
$109K Hold
1,598
0.02% 216
2018
Q1
$108K Hold
1,598
0.02% 210
2017
Q4
$130K Buy
+1,598
New +$130K 0.02% 214