Exencial Wealth Advisors’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 | $799K | Sell |
14,139
-1,036
| -7% | -$58.6K | 0.03% | 308 |
|
|
2025
Q1 | $851K | Sell |
15,175
-343
| -2% | -$19.2K | 0.03% | 297 |
|
|
2024
Q4 | $836K | Sell |
15,518
-288
| -2% | -$15.5K | 0.03% | 301 |
|
|
2024
Q3 | $913K | Sell |
15,806
-686
| -4% | -$39.6K | 0.03% | 289 |
|
|
2024
Q2 | $808K | Sell |
16,492
-1,227
| -7% | -$60.1K | 0.03% | 293 |
|
|
2024
Q1 | $872K | Sell |
17,719
-409
| -2% | -$20.1K | 0.03% | 289 |
|
|
2023
Q4 | $852K | Sell |
18,128
-2,767
| -13% | -$130K | 0.03% | 275 |
|
|
2023
Q3 | $933K | Sell |
20,895
-3,817
| -15% | -$171K | 0.05% | 235 |
|
|
2023
Q2 | $1.28M | Sell |
24,712
-454
| -2% | -$23.5K | 0.06% | 219 |
|
|
2023
Q1 | $1.41M | Sell |
25,166
-1,702
| -6% | -$95.2K | 0.07% | 195 |
|
|
2022
Q4 | $1.65M | Sell |
26,868
-236
| -0.9% | -$14.5K | 0.09% | 181 |
|
|
2022
Q3 | $1.87M | Sell |
27,104
-2,480
| -8% | -$171K | 0.11% | 164 |
|
|
2022
Q2 | $2.36M | Buy |
29,584
+177
| +0.6% | +$14.1K | 0.13% | 159 |
|
|
2022
Q1 | $2.5M | Buy |
29,407
+1,514
| +5% | +$129K | 0.13% | 169 |
|
|
2021
Q4 | $2.19M | Buy |
27,893
+2,092
| +8% | +$164K | 0.11% | 182 |
|
|
2021
Q3 | $1.88M | Buy |
25,801
+63
| +0.2% | +$4.6K | 0.08% | 152 |
|
|
2021
Q2 | $1.89M | Buy |
25,738
+2,041
| +9% | +$150K | 0.1% | 179 |
|
|
2021
Q1 | $1.8M | Sell |
23,697
-2,319
| -9% | -$176K | 0.11% | 177 |
|
|
2020
Q4 | $1.96M | Sell |
26,016
-27,958
| -52% | -$2.1M | 0.13% | 154 |
|
|
2020
Q3 | $4.26M | Buy |
53,974
+26,164
| +94% | +$2.07M | 0.23% | 121 |
|
|
2020
Q2 | $2.26M | Buy |
+27,810
| New | +$2.26M | 0.2% | 130 |
|