Cambridge Investment Research Advisors’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 | $16.2M | Sell |
285,875
-4,547
| -2% | -$257K | 0.05% | 384 |
|
|
2025
Q1 | $16.3M | Buy |
290,422
+10,915
| +4% | +$612K | 0.05% | 346 |
|
|
2024
Q4 | $15.1M | Buy |
279,507
+15,852
| +6% | +$854K | 0.05% | 363 |
|
|
2024
Q3 | $15.2M | Sell |
263,655
-6,249
| -2% | -$361K | 0.05% | 360 |
|
|
2024
Q2 | $13.2M | Buy |
269,904
+38,140
| +16% | +$1.87M | 0.05% | 383 |
|
|
2024
Q1 | $11.4M | Buy |
231,764
+9,428
| +4% | +$464K | 0.04% | 408 |
|
|
2023
Q4 | $10.5M | Buy |
222,336
+1,632
| +0.7% | +$76.7K | 0.04% | 391 |
|
|
2023
Q3 | $9.86M | Sell |
220,704
-3,628
| -2% | -$162K | 0.05% | 386 |
|
|
2023
Q2 | $11.6M | Sell |
224,332
-10,659
| -5% | -$552K | 0.05% | 339 |
|
|
2023
Q1 | $13.1M | Buy |
234,991
+1,471
| +0.6% | +$82.2K | 0.06% | 302 |
|
|
2022
Q4 | $14.3M | Sell |
233,520
-4,484
| -2% | -$275K | 0.07% | 261 |
|
|
2022
Q3 | $16.4M | Buy |
238,004
+14,906
| +7% | +$1.03M | 0.09% | 219 |
|
|
2022
Q2 | $17.8M | Buy |
223,098
+1,258
| +0.6% | +$100K | 0.1% | 210 |
|
|
2022
Q1 | $18.9M | Buy |
221,840
+9,569
| +5% | +$813K | 0.09% | 228 |
|
|
2021
Q4 | $16.7M | Buy |
212,271
+3,797
| +2% | +$298K | 0.07% | 252 |
|
|
2021
Q3 | $15.2M | Buy |
208,474
+3,266
| +2% | +$238K | 0.08% | 258 |
|
|
2021
Q2 | $15.1M | Buy |
205,208
+15,848
| +8% | +$1.17M | 0.07% | 263 |
|
|
2021
Q1 | $14.4M | Buy |
189,360
+230
| +0.1% | +$17.5K | 0.08% | 248 |
|
|
2020
Q4 | $14.2M | Buy |
189,130
+13,158
| +7% | +$990K | 0.08% | 227 |
|
|
2020
Q3 | $13.9M | Sell |
175,972
-6,469
| -4% | -$511K | 0.09% | 215 |
|
|
2020
Q2 | $14.8M | Buy |
182,441
+6,053
| +3% | +$491K | 0.11% | 190 |
|
|
2020
Q1 | $12.7M | Buy |
176,388
+9,276
| +6% | +$670K | 0.12% | 172 |
|
|
2019
Q4 | $13.8M | Buy |
167,112
+16,278
| +11% | +$1.35M | 0.11% | 196 |
|
|
2019
Q3 | $12.2M | Buy |
150,834
+1,712
| +1% | +$139K | 0.11% | 192 |
|
|
2019
Q2 | $11.5M | Buy |
149,122
+9,879
| +7% | +$764K | 0.11% | 193 |
|
|
2019
Q1 | $10.7M | Buy |
139,243
+4,350
| +3% | +$333K | 0.1% | 191 |
|
|
2018
Q4 | $9.64M | Buy |
134,893
+3,412
| +3% | +$244K | 0.11% | 189 |
|
|
2018
Q3 | $9.24M | Buy |
131,481
+5,574
| +4% | +$392K | 0.09% | 223 |
|
|
2018
Q2 | $8.58M | Sell |
125,907
-19,715
| -14% | -$1.34M | 0.09% | 211 |
|
|
2018
Q1 | $9.82M | Buy |
145,622
+1,971
| +1% | +$133K | 0.11% | 182 |
|
|
2017
Q4 | $11.6M | Buy |
143,651
+9,008
| +7% | +$730K | 0.14% | 153 |
|
|
2017
Q3 | $10.4M | Buy |
134,643
+15,781
| +13% | +$1.21M | 0.14% | 144 |
|
|
2017
Q2 | $9.11M | Buy |
118,862
+9,929
| +9% | +$761K | 0.13% | 143 |
|
|
2017
Q1 | $8.45M | Buy |
108,933
+16,229
| +18% | +$1.26M | 0.14% | 130 |
|
|
2016
Q4 | $7.1M | Buy |
92,704
+14,172
| +18% | +$1.09M | 0.13% | 143 |
|
|
2016
Q3 | $5.83M | Buy |
78,532
+2,728
| +4% | +$203K | 0.11% | 167 |
|
|
2016
Q2 | $5.91M | Sell |
75,804
-67
| -0.1% | -$5.22K | 0.13% | 148 |
|
|
2016
Q1 | $5.7M | Sell |
75,871
-2,539
| -3% | -$191K | 0.13% | 147 |
|
|
2015
Q4 | $5.3M | Sell |
78,410
-2,551
| -3% | -$173K | 0.13% | 152 |
|
|
2015
Q3 | $5.7M | Sell |
80,961
-1,517
| -2% | -$107K | 0.16% | 131 |
|
|
2015
Q2 | $5.52M | Buy |
82,478
+1,804
| +2% | +$121K | 0.15% | 140 |
|
|
2015
Q1 | $5.72M | Sell |
80,674
-21,316
| -21% | -$1.51M | 0.16% | 128 |
|
|
2014
Q4 | $7.84M | Buy |
101,990
+4,966
| +5% | +$382K | 0.24% | 88 |
|
|
2014
Q3 | $6.7M | Buy |
97,024
+2,969
| +3% | +$205K | 0.2% | 114 |
|
|
2014
Q2 | $6.73M | Buy |
94,055
+5,398
| +6% | +$386K | 0.23% | 95 |
|
|
2014
Q1 | $6.29M | Buy |
88,657
+27,226
| +44% | +$1.93M | 0.24% | 92 |
|
|
2013
Q4 | $3.97M | Buy |
61,431
+564
| +0.9% | +$36.5K | 0.16% | 130 |
|
|
2013
Q3 | $3.8M | Buy |
60,867
+2,117
| +4% | +$132K | 0.17% | 127 |
|
|
2013
Q2 | $3.34M | Buy |
+58,750
| New | +$3.34M | 0.17% | 123 |
|