Evercore Wealth Management’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
Q4 | – | Sell |
-3,294
| Closed | -$201K | – | 426 |
|
|
2025
Q3 | $201K | Buy |
+3,294
| New | +$196K | ﹤0.01% | 401 |
|
|
2025
Q2 | – | Sell |
-3,762
| Closed | -$211K | – | 413 |
|
|
2025
Q1 | $211K | Hold |
3,762
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $203K | Sell |
3,762
-1,401
| -27% | -$79.9K | ﹤0.01% | 401 |
|
|
2024
Q3 | $298K | Sell |
5,163
-449
| -8% | -$24.5K | ﹤0.01% | 342 |
|
|
2024
Q2 | $275K | Hold |
5,612
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $276K | Sell |
5,612
-2,180
| -28% | -$102K | ﹤0.01% | 357 |
|
|
2023
Q4 | $366K | Sell |
7,792
-2,936
| -27% | -$131K | 0.01% | 310 |
|
|
2023
Q3 | $479K | Sell |
10,728
-3,228
| -23% | -$160K | 0.01% | 278 |
|
|
2023
Q2 | $723K | Sell |
13,956
-2,732
| -16% | -$149K | 0.01% | 240 |
|
|
2023
Q1 | $933K | Sell |
16,688
-2,005
| -11% | -$117K | 0.02% | 221 |
|
|
2022
Q4 | $1.15M | Buy |
18,693
+160
| +0.9% | +$10K | 0.02% | 198 |
|
|
2022
Q3 | $1.28M | Sell |
18,533
-200
| -1% | -$16.1K | 0.03% | 175 |
|
|
2022
Q2 | $1.5M | Sell |
18,733
-3,699
| -16% | -$305K | 0.03% | 168 |
|
|
2022
Q1 | $1.91M | Sell |
22,432
-15
| -0.1% | -$1.21K | 0.03% | 166 |
|
|
2021
Q4 | $1.76M | Sell |
22,447
-1,245
| -5% | -$93.7K | 0.03% | 176 |
|
|
2021
Q3 | $1.73M | Sell |
23,692
-50
| -0.2% | -$3.81K | 0.03% | 178 |
|
|
2021
Q2 | $1.75M | Sell |
23,742
-3,273
| -12% | -$253K | 0.03% | 181 |
|
|
2021
Q1 | $2.05M | Sell |
27,015
-6,062
| -18% | -$440K | 0.04% | 167 |
|
|
2020
Q4 | $2.49M | Sell |
33,077
-227
| -0.7% | -$18K | 0.05% | 141 |
|
|
2020
Q3 | $2.63M | Sell |
33,304
-791
| -2% | -$62.1K | 0.06% | 127 |
|
|
2020
Q2 | $2.77M | Buy |
34,095
+151
| +0.4% | +$12.1K | 0.07% | 119 |
|
|
2020
Q1 | $2.45M | Sell |
33,944
-2,206
| -6% | -$180K | 0.08% | 114 |
|
|
2019
Q4 | $2.99M | Sell |
36,150
-3,565
| -9% | -$291K | 0.08% | 124 |
|
|
2019
Q3 | $3.22M | Buy |
39,715
+3,710
| +10% | +$287K | 0.09% | 117 |
|
|
2019
Q2 | $2.78M | Buy |
36,005
+8,345
| +30% | +$636K | 0.08% | 127 |
|
|
2019
Q1 | $2.12M | Buy |
27,660
+1,680
| +6% | +$123K | 0.07% | 140 |
|
|
2018
Q4 | $1.86M | Buy |
25,980
+1,819
| +8% | +$133K | 0.07% | 135 |
|
|
2018
Q3 | $1.7M | Buy |
24,161
+1,091
| +5% | +$77.2K | 0.05% | 159 |
|
|
2018
Q2 | $1.57M | Buy |
23,070
+7,090
| +44% | +$462K | 0.05% | 160 |
|
|
2018
Q1 | $1.08M | Buy |
15,980
+721
| +5% | +$53.2K | 0.04% | 178 |
|
|
2017
Q4 | $1.24M | Hold |
15,259
| – | – | 0.05% | 174 |
|
|
2017
Q3 | $1.17M | Buy |
15,259
+55
| +0.4% | +$4.28K | 0.05% | 168 |
|
|
2017
Q2 | $1.17M | Sell |
15,204
-3,764
| -20% | -$296K | 0.05% | 172 |
|
|
2017
Q1 | $1.47M | Sell |
18,968
-1,094
| -5% | -$82.8K | 0.06% | 159 |
|
|
2016
Q4 | $1.54M | Buy |
20,062
+447
| +2% | +$32.9K | 0.06% | 148 |
|
|
2016
Q3 | $1.46M | Buy |
19,615
+263
| +1% | +$20K | 0.06% | 153 |
|
|
2016
Q2 | $1.51M | Buy |
19,352
+372
| +2% | +$27K | 0.07% | 147 |
|
|
2016
Q1 | $1.43M | Buy |
18,980
+1,616
| +9% | +$114K | 0.06% | 148 |
|
|
2015
Q4 | $1.17M | Buy |
17,364
+939
| +6% | +$64.9K | 0.05% | 168 |
|
|
2015
Q3 | $1.16M | Sell |
16,425
-203
| -1% | -$14.3K | 0.06% | 175 |
|
|
2015
Q2 | $1.11M | Buy |
16,628
+794
| +5% | +$55.9K | 0.05% | 191 |
|
|
2015
Q1 | $1.12M | Buy |
15,834
+2,091
| +15% | +$155K | 0.05% | 180 |
|
|
2014
Q4 | $1.06M | Sell |
13,743
-1,056
| -7% | -$76.4K | 0.05% | 165 |
|
|
2014
Q3 | $1.02M | Hold |
14,799
| – | – | 0.05% | 182 |
|
|
2014
Q2 | $1.06M | Buy |
14,799
+791
| +6% | +$55.5K | 0.05% | 180 |
|
|
2014
Q1 | $993K | Sell |
14,008
-800
| -5% | -$54.6K | 0.06% | 185 |
|
|
2013
Q4 | $959K | Buy |
14,808
+1,715
| +13% | +$110K | 0.05% | 195 |
|
|
2013
Q3 | $819K | Buy |
13,093
+86
| +0.7% | +$5.1K | 0.05% | 227 |
|
|
2013
Q2 | $739K | Buy |
+13,007
| New | +$762K | 0.04% | 237 |
|
Other funds holding D
