Burney Company’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
8,460
-196
| -2% | -$11.1K | 0.02% | 420 |
|
|
2025
Q1 | $485K | Hold |
8,656
| – | – | 0.02% | 429 |
|
|
2024
Q4 | $466K | Hold |
8,656
| – | – | 0.02% | 437 |
|
|
2024
Q3 | $500K | Sell |
8,656
-648
| -7% | -$37.4K | 0.02% | 439 |
|
|
2024
Q2 | $456K | Hold |
9,304
| – | – | 0.02% | 440 |
|
|
2024
Q1 | $458K | Sell |
9,304
-1,500
| -14% | -$73.8K | 0.02% | 452 |
|
|
2023
Q4 | $508K | Sell |
10,804
-941
| -8% | -$44.2K | 0.02% | 414 |
|
|
2023
Q3 | $525K | Buy |
11,745
+1,505
| +15% | +$67.2K | 0.02% | 395 |
|
|
2023
Q2 | $530K | Sell |
10,240
-267
| -3% | -$13.8K | 0.02% | 398 |
|
|
2023
Q1 | $587K | Sell |
10,507
-45
| -0.4% | -$2.52K | 0.03% | 377 |
|
|
2022
Q4 | $647K | Sell |
10,552
-45
| -0.4% | -$2.76K | 0.03% | 354 |
|
|
2022
Q3 | $732K | Sell |
10,597
-198
| -2% | -$13.7K | 0.04% | 351 |
|
|
2022
Q2 | $862K | Sell |
10,795
-2,306
| -18% | -$184K | 0.05% | 328 |
|
|
2022
Q1 | $1.11M | Sell |
13,101
-578
| -4% | -$49.1K | 0.05% | 313 |
|
|
2021
Q4 | $1.08M | Buy |
13,679
+1,425
| +12% | +$112K | 0.05% | 314 |
|
|
2021
Q3 | $895K | Sell |
12,254
-152
| -1% | -$11.1K | 0.04% | 322 |
|
|
2021
Q2 | $913K | Buy |
12,406
+245
| +2% | +$18K | 0.04% | 331 |
|
|
2021
Q1 | $924K | Buy |
12,161
+598
| +5% | +$45.4K | 0.05% | 318 |
|
|
2020
Q4 | $870K | Sell |
11,563
-250
| -2% | -$18.8K | 0.05% | 300 |
|
|
2020
Q3 | $932K | Sell |
11,813
-250
| -2% | -$19.7K | 0.06% | 284 |
|
|
2020
Q2 | $979K | Buy |
12,063
+800
| +7% | +$64.9K | 0.06% | 275 |
|
|
2020
Q1 | $813K | Buy |
11,263
+408
| +4% | +$29.5K | 0.06% | 251 |
|
|
2019
Q4 | $899K | Buy |
10,855
+2,770
| +34% | +$229K | 0.05% | 283 |
|
|
2019
Q3 | $655K | Sell |
8,085
-588
| -7% | -$47.6K | 0.04% | 300 |
|
|
2019
Q2 | $671K | Sell |
8,673
-337
| -4% | -$26.1K | 0.04% | 302 |
|
|
2019
Q1 | $691K | Buy |
9,010
+1,745
| +24% | +$134K | 0.04% | 299 |
|
|
2018
Q4 | $519K | Buy |
7,265
+232
| +3% | +$16.6K | 0.04% | 306 |
|
|
2018
Q3 | $494K | Sell |
7,033
-5,052
| -42% | -$355K | 0.03% | 328 |
|
|
2018
Q2 | $824K | Buy |
12,085
+4,232
| +54% | +$289K | 0.05% | 270 |
|
|
2018
Q1 | $530K | Sell |
7,853
-4,221
| -35% | -$285K | 0.03% | 288 |
|
|
2017
Q4 | $979K | Buy |
12,074
+3,270
| +37% | +$265K | 0.06% | 248 |
|
|
2017
Q3 | $678K | Buy |
8,804
+12
| +0.1% | +$924 | 0.04% | 260 |
|
|
2017
Q2 | $678K | Buy |
8,792
+176
| +2% | +$13.6K | 0.04% | 251 |
|
|
2017
Q1 | $668K | Buy |
8,616
+47
| +0.5% | +$3.64K | 0.04% | 249 |
|
|
2016
Q4 | $656K | Sell |
8,569
-125
| -1% | -$9.57K | 0.04% | 243 |
|
|
2016
Q3 | $659K | Buy |
8,694
+232
| +3% | +$17.6K | 0.05% | 237 |
|
|
2016
Q2 | $659K | Sell |
8,462
-252
| -3% | -$19.6K | 0.05% | 234 |
|
|
2016
Q1 | $655K | Buy |
8,714
+11
| +0.1% | +$827 | 0.05% | 239 |
|
|
2015
Q4 | $591K | Sell |
8,703
-221
| -2% | -$15K | 0.04% | 239 |
|
|
2015
Q3 | $628K | Buy |
8,924
+855
| +11% | +$60.2K | 0.05% | 237 |
|
|
2015
Q2 | $540K | Buy |
8,069
+10
| +0.1% | +$669 | 0.04% | 260 |
|
|
2015
Q1 | $571K | Buy |
8,059
+883
| +12% | +$62.6K | 0.04% | 268 |
|
|
2014
Q4 | $552K | Hold |
7,176
| – | – | 0.04% | 260 |
|
|
2014
Q3 | $496K | Hold |
7,176
| – | – | 0.04% | 273 |
|
|
2014
Q2 | $513K | Sell |
7,176
-936
| -12% | -$66.9K | 0.04% | 268 |
|
|
2014
Q1 | $576K | Sell |
8,112
-722
| -8% | -$51.3K | 0.05% | 253 |
|
|
2013
Q4 | $571K | Buy |
8,834
+156
| +2% | +$10.1K | 0.06% | 265 |
|
|
2013
Q3 | $542K | Buy |
8,678
+100
| +1% | +$6.25K | 0.06% | 262 |
|
|
2013
Q2 | $487K | Buy |
+8,578
| New | +$487K | 0.06% | 260 |
|