Cerity Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Buy |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $13.4M | Sell |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $19.7M | Buy |
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|
2023
Q4 | $8.37M | Sell |
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|
2023
Q3 | $8.33M | Sell |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $71.7M | Sell |
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|
2022
Q4 | $13.9M | Buy |
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|
2022
Q3 | $8.19M | Sell |
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|
2022
Q2 | $11.9M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $956K | Buy |
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|
2021
Q2 | $934K | Buy |
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|
2021
Q1 | $814K | Sell |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $444K | Sell |
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|
2020
Q1 | $6.13M | Sell |
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|
2019
Q4 | $7.31M | Sell |
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|
2019
Q3 | $7.21M | Buy |
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|
2019
Q2 | $6.81M | Buy |
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|
2019
Q1 | $498K | Sell |
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|
2018
Q4 | $484K | Buy |
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|
2018
Q3 | $363K | Buy |
|
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $498K | Buy |
|
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|
2017
Q3 | $383K | Buy |
|
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $338K | Buy |
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|
2016
Q4 | $229K | Buy |
|