Cowen Prime Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $67.3K | Hold |
1,300
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $74K | Hold |
1,300
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $80K | Buy |
1,300
+500
| +63% | +$31.4K | 0.03% | 109 |
|
|
2022
Q3 | $55K | Hold |
800
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $64K | Hold |
800
| – | – | 0.04% | 108 |
|
|
2022
Q1 | $68K | Hold |
800
| – | – | 0.03% | 113 |
|
|
2021
Q4 | $63K | Hold |
800
| – | – | 0.02% | 119 |
|
|
2021
Q3 | $58K | Hold |
800
| – | – | 0.02% | 116 |
|
|
2021
Q2 | $59K | Hold |
800
| – | – | 0.02% | 112 |
|
|
2021
Q1 | $61K | Hold |
800
| – | – | 0.02% | 112 |
|
|
2020
Q4 | $60K | Hold |
800
| – | – | 0.03% | 109 |
|
|
2020
Q3 | $63K | Hold |
800
| – | – | 0.03% | 111 |
|
|
2020
Q2 | $64K | Sell |
800
-3,000
| -79% | -$241K | 0.04% | 108 |
|
|
2020
Q1 | $274K | Buy |
3,800
+3,000
| +375% | +$245K | 0.17% | 63 |
|
|
2019
Q4 | $66K | Hold |
800
| – | – | 0.03% | 108 |
|
|
2019
Q3 | $65K | Hold |
800
| – | – | 0.03% | 105 |
|
|
2019
Q2 | $62K | Hold |
800
| – | – | 0.03% | 109 |
|
|
2019
Q1 | $61K | Hold |
800
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $57K | Sell |
800
-1,200
| -60% | -$87.7K | 0.03% | 115 |
|
|
2018
Q3 | $141K | Hold |
2,000
| – | – | 0.07% | 95 |
|
|
2018
Q2 | $136K | Hold |
2,000
| – | – | 0.07% | 90 |
|
|
2018
Q1 | $135K | Hold |
2,000
| – | – | 0.07% | 95 |
|
|
2017
Q4 | $162K | Hold |
2,000
| – | – | 0.08% | 98 |
|
|
2017
Q3 | $154K | Hold |
2,000
| – | – | 0.07% | 86 |
|
|
2017
Q2 | $153K | Hold |
2,000
| – | – | 0.07% | 86 |
|
|
2017
Q1 | $155K | Hold |
2,000
| – | – | 0.08% | 87 |
|
|
2016
Q4 | $153K | Hold |
2,000
| – | – | 0.08% | 86 |
|
|
2016
Q3 | $149K | Hold |
2,000
| – | – | 0.07% | 120 |
|
|
2016
Q2 | $156K | Hold |
2,000
| – | – | 0.08% | 102 |
|
|
2016
Q1 | $150K | Hold |
2,000
| – | – | 0.07% | 106 |
|
|
2015
Q4 | $135K | Hold |
2,000
| – | – | 0.06% | 109 |
|
|
2015
Q3 | $141K | Hold |
2,000
| – | – | 0.07% | 113 |
|
|
2015
Q2 | $134K | Hold |
2,000
| – | – | 0.05% | 119 |
|
|
2015
Q1 | $142K | Sell |
2,000
-500
| -20% | -$37.1K | 0.06% | 133 |
|
|
2014
Q4 | $192K | Hold |
2,500
| – | – | 0.08% | 117 |
|
|
2014
Q3 | $173K | Hold |
2,500
| – | – | 0.08% | 116 |
|
|
2014
Q2 | $179K | Hold |
2,500
| – | – | 0.07% | 107 |
|
|
2014
Q1 | $177K | Hold |
2,500
| – | – | 0.07% | 104 |
|
|
2013
Q4 | $162K | Hold |
2,500
| – | – | 0.06% | 114 |
|
|
2013
Q3 | $156K | Hold |
2,500
| – | – | 0.06% | 121 |
|
|
2013
Q2 | $141K | Buy |
+2,500
| New | +$146K | 0.06% | 123 |
|
Other funds holding D
Cowen Prime Advisors's D Position: Q2 2023 in Review
Cowen Prime Advisors held its Dominion Energy (D) position steady in Q2 2023 at 1,300 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #125.
Cowen Prime Advisors first reported a position in D in Q2 2013 and has held it in 41 quarters since. The position peaked at $274K in Q1 2020. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.
- Cowen Prime Advisors held 1,300 shares of Dominion Energy worth $67.3K as of Q2 2023.
- Cowen Prime Advisors left its Dominion Energy share count unchanged in Q2 2023.
- Dominion Energy made up 0.02% of Cowen Prime Advisors's portfolio in Q2 2023, its #125 holding.
- Cowen Prime Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 41 quarters since.
- Cowen Prime Advisors's Dominion Energy position peaked at $274K in Q1 2020.
- 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.
Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.