Envestnet Portfolio Solutions’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
9,764
-1,123
| -10% | -$63.5K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $610K | Sell |
10,887
-13,890
| -56% | -$779K | ﹤0.01% | 971 |
|
|
2024
Q4 | $1.33M | Sell |
24,777
-20,046
| -45% | -$1.08M | ﹤0.01% | 811 |
|
|
2024
Q3 | $2.59M | Sell |
44,823
-54,580
| -55% | -$3.15M | 0.01% | 580 |
|
|
2024
Q2 | $4.87M | Sell |
99,403
-7,851
| -7% | -$385K | 0.02% | 378 |
|
|
2024
Q1 | $5.28M | Buy |
107,254
+280
| +0.3% | +$13.8K | 0.02% | 360 |
|
|
2023
Q4 | $5.03M | Sell |
106,974
-1,229
| -1% | -$57.8K | 0.02% | 325 |
|
|
2023
Q3 | $4.83M | Buy |
+108,203
| New | +$4.83M | 0.02% | 315 |
|