CIBC Private Wealth Group’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.7M Sell
347,827
-406,382
-54% -$23M 0.04% 280
2025
Q1
$37.5M Buy
754,209
+44,265
+6% +$2.2M 0.08% 190
2024
Q4
$38.8M Buy
709,944
+567,135
+397% +$31M 0.07% 199
2024
Q3
$8.25M Buy
142,809
+2,076
+1% +$120K 0.01% 363
2024
Q2
$6.94M Sell
140,733
-1,577
-1% -$77.8K 0.01% 362
2024
Q1
$7M Sell
142,310
-99,265
-41% -$4.88M 0.01% 369
2023
Q4
$11.4M Sell
241,575
-322,569
-57% -$15.2M 0.02% 305
2023
Q3
$25.2M Sell
564,144
-289,521
-34% -$12.9M 0.06% 232
2023
Q2
$44.2M Sell
853,665
-298,763
-26% -$15.5M 0.1% 175
2023
Q1
$64.4M Buy
1,152,428
+405,716
+54% +$22.7M 0.14% 148
2022
Q4
$31.3M Sell
746,712
-104,499
-12% -$4.39M 0.11% 130
2022
Q3
$58.8M Sell
851,211
-701
-0.1% -$48.4K 0.16% 131
2022
Q2
$68M Buy
851,912
+248,563
+41% +$19.8M 0.18% 122
2022
Q1
$51.3M Sell
603,349
-470,379
-44% -$40M 0.11% 148
2021
Q4
$84.4M Buy
1,073,728
+103,084
+11% +$8.1M 0.17% 122
2021
Q3
$70.9M Buy
970,644
+63,505
+7% +$4.64M 0.16% 124
2021
Q2
$66.7M Buy
907,139
+72,540
+9% +$5.34M 0.15% 132
2021
Q1
$63.4M Sell
834,599
-26,260
-3% -$1.99M 0.16% 133
2020
Q4
$64.7M Buy
860,859
+826,478
+2,404% +$62.2M 0.17% 125
2020
Q3
$2.73M Buy
34,381
+17,372
+102% +$1.38M 0.01% 416
2020
Q2
$1.38M Sell
17,009
-13,313
-44% -$1.08M 0.01% 428
2020
Q1
$2.19M Buy
30,322
+4,941
+19% +$357K 0.01% 393
2019
Q4
$2.1M Buy
25,381
+1,853
+8% +$153K 0.01% 463
2019
Q3
$1.91M Sell
23,528
-352
-1% -$28.5K 0.01% 468
2019
Q2
$1.85M Sell
23,880
-474
-2% -$36.6K 0.01% 481
2019
Q1
$1.87M Buy
24,354
+3,550
+17% +$272K 0.01% 476
2018
Q4
$1.49M Sell
20,804
-497
-2% -$35.5K 0.01% 497
2018
Q3
$1.5M Buy
21,301
+1,496
+8% +$105K 0.01% 588
2018
Q2
$1.35M Sell
19,805
-4,038
-17% -$275K 0.01% 591
2018
Q1
$1.61M Sell
23,843
-1,286
-5% -$86.7K 0.01% 548
2017
Q4
$2.04M Buy
25,129
+3,743
+18% +$303K 0.01% 500
2017
Q3
$1.65M Buy
21,386
+6,904
+48% +$531K 0.01% 531
2017
Q2
$1.11M Buy
14,482
+946
+7% +$72.6K 0.01% 449
2017
Q1
$1.05M Sell
13,536
-930
-6% -$72.1K 0.01% 443
2016
Q4
$1.11M Sell
14,466
-1,350
-9% -$103K 0.01% 445
2016
Q3
$1.18M Sell
15,816
-1,696
-10% -$126K 0.01% 435
2016
Q2
$1.37M Sell
17,512
-1,507
-8% -$117K 0.01% 410
2016
Q1
$1.43M Sell
19,019
-4,356
-19% -$327K 0.01% 391
2015
Q4
$1.58M Sell
23,375
-2,294
-9% -$155K 0.01% 386
2015
Q3
$1.81M Sell
25,669
-197,871
-89% -$13.9M 0.01% 365
2015
Q2
$14.9M Sell
223,540
-150,815
-40% -$10.1M 0.11% 155
2015
Q1
$26.5M Buy
374,355
+349,436
+1,402% +$24.8M 0.2% 113
2014
Q4
$1.92M Sell
24,919
-190,241
-88% -$14.6M 0.01% 379
2014
Q3
$14.9M Sell
215,160
-48,446
-18% -$3.35M 0.12% 147
2014
Q2
$18.9M Buy
263,606
+249,393
+1,755% +$17.8M 0.15% 135
2014
Q1
$998K Buy
+14,213
New +$998K 0.01% 438