Creative Planning’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 | $16.1M | Buy |
285,415
+8,580
| +3% | +$485K | 0.01% | 386 |
|
|
2025
Q1 | $15.5M | Buy |
276,835
+9,754
| +4% | +$547K | 0.01% | 373 |
|
|
2024
Q4 | $14.4M | Buy |
267,081
+26,102
| +11% | +$1.41M | 0.01% | 358 |
|
|
2024
Q3 | $13.9M | Buy |
240,979
+4,922
| +2% | +$284K | 0.01% | 352 |
|
|
2024
Q2 | $11.6M | Buy |
236,057
+2,606
| +1% | +$128K | 0.01% | 377 |
|
|
2024
Q1 | $11.5M | Buy |
233,451
+37,037
| +19% | +$1.82M | 0.01% | 375 |
|
|
2023
Q4 | $9.23M | Sell |
196,414
-44,410
| -18% | -$2.09M | 0.02% | 398 |
|
|
2023
Q3 | $10.8M | Buy |
240,824
+56,909
| +31% | +$2.54M | 0.01% | 341 |
|
|
2023
Q2 | $9.53M | Sell |
183,915
-4,906
| -3% | -$254K | 0.01% | 361 |
|
|
2023
Q1 | $10.6M | Buy |
188,821
+140
| +0.1% | +$7.83K | 0.02% | 321 |
|
|
2022
Q4 | $11.6M | Buy |
188,681
+8,737
| +5% | +$536K | 0.02% | 313 |
|
|
2022
Q3 | $12.4M | Buy |
179,944
+10,465
| +6% | +$723K | 0.02% | 260 |
|
|
2022
Q2 | $13.5M | Sell |
169,479
-904
| -0.5% | -$72.1K | 0.02% | 266 |
|
|
2022
Q1 | $14.5M | Buy |
170,383
+32,702
| +24% | +$2.78M | 0.02% | 262 |
|
|
2021
Q4 | $10.8M | Sell |
137,681
-4
| -0% | -$314 | 0.02% | 273 |
|
|
2021
Q3 | $10.1M | Sell |
137,685
-36,583
| -21% | -$2.67M | 0.02% | 266 |
|
|
2021
Q2 | $12.8M | Buy |
174,268
+68,146
| +64% | +$5.01M | 0.02% | 226 |
|
|
2021
Q1 | $8.06M | Sell |
106,122
-1,965
| -2% | -$149K | 0.02% | 309 |
|
|
2020
Q4 | $8.13M | Sell |
108,087
-367
| -0.3% | -$27.6K | 0.02% | 287 |
|
|
2020
Q3 | $8.56M | Sell |
108,454
-3,541
| -3% | -$279K | 0.02% | 231 |
|
|
2020
Q2 | $9.09M | Sell |
111,995
-2,774
| -2% | -$225K | 0.03% | 198 |
|
|
2020
Q1 | $8.29M | Buy |
114,769
+371
| +0.3% | +$26.8K | 0.03% | 186 |
|
|
2019
Q4 | $9.47M | Sell |
114,398
-2,546
| -2% | -$211K | 0.03% | 199 |
|
|
2019
Q3 | $9.48M | Buy |
116,944
+5,617
| +5% | +$455K | 0.03% | 182 |
|
|
2019
Q2 | $8.61M | Buy |
111,327
+757
| +0.7% | +$58.5K | 0.03% | 203 |
|
|
2019
Q1 | $8.48M | Sell |
110,570
-1,638
| -1% | -$126K | 0.03% | 190 |
|
|
2018
Q4 | $8.02M | Buy |
112,208
+6,253
| +6% | +$447K | 0.03% | 175 |
|
|
2018
Q3 | $7.45M | Buy |
105,955
+6,640
| +7% | +$467K | 0.03% | 208 |
|
|
2018
Q2 | $6.77M | Sell |
99,315
-317
| -0.3% | -$21.6K | 0.03% | 207 |
|
|
2018
Q1 | $6.72M | Sell |
99,632
-2,720
| -3% | -$183K | 0.03% | 194 |
|
|
2017
Q4 | $8.3M | Buy |
102,352
+9,997
| +11% | +$810K | 0.04% | 165 |
|
|
2017
Q3 | $7.11M | Sell |
92,355
-2,293
| -2% | -$176K | 0.03% | 180 |
|
|
2017
Q2 | $7.25M | Sell |
94,648
-4,088
| -4% | -$313K | 0.04% | 173 |
|
|
2017
Q1 | $7.66M | Sell |
98,736
-471
| -0.5% | -$36.5K | 0.04% | 165 |
|
|
2016
Q4 | $7.6M | Sell |
99,207
-146
| -0.1% | -$11.2K | 0.05% | 161 |
|
|
2016
Q3 | $7.38M | Buy |
99,353
+17,130
| +21% | +$1.27M | 0.05% | 156 |
|
|
2016
Q2 | $6.41M | Buy |
82,223
+5,228
| +7% | +$407K | 0.05% | 145 |
|
|
2016
Q1 | $5.78M | Sell |
76,995
-3,025
| -4% | -$227K | 0.05% | 150 |
|
|
2015
Q4 | $5.41M | Buy |
80,020
+1,900
| +2% | +$129K | 0.04% | 154 |
|
|
2015
Q3 | $5.5M | Buy |
78,120
+7,760
| +11% | +$546K | 0.05% | 153 |
|
|
2015
Q2 | $4.71M | Buy |
70,360
+21,088
| +43% | +$1.41M | 0.04% | 153 |
|
|
2015
Q1 | $3.49M | Buy |
49,272
+730
| +2% | +$51.7K | 0.03% | 188 |
|
|
2014
Q4 | $3.73M | Buy |
48,542
+4,388
| +10% | +$337K | 0.04% | 170 |
|
|
2014
Q3 | $3.05M | Buy |
44,154
+3,851
| +10% | +$266K | 0.04% | 181 |
|
|
2014
Q2 | $2.88M | Buy |
40,303
+634
| +2% | +$45.3K | 0.04% | 178 |
|
|
2014
Q1 | $2.82M | Buy |
39,669
+1,112
| +3% | +$78.9K | 0.04% | 155 |
|
|
2013
Q4 | $2.49M | Buy |
38,557
+5,633
| +17% | +$364K | 0.04% | 154 |
|
|
2013
Q3 | $2.06M | Buy |
32,924
+7,215
| +28% | +$451K | 0.04% | 141 |
|
|
2013
Q2 | $1.46M | Buy |
+25,709
| New | +$1.46M | 0.03% | 177 |
|