Ferguson Wellman Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $515K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $489K | Hold |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $574K | Hold |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $283K | Buy |
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|
2017
Q1 | $277K | Hold |
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|
2016
Q4 | $274K | Buy |
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|
2016
Q3 | $258K | Hold |
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|
2016
Q2 | $271K | Hold |
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|
2016
Q1 | $261K | Hold |
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|
2015
Q4 | $235K | Hold |
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|
2015
Q3 | $244K | Sell |
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|
2015
Q2 | $287K | Buy |
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|
2015
Q1 | $257K | Sell |
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|
2014
Q4 | $304K | Buy |
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|
2014
Q3 | $272K | Hold |
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|
2014
Q2 | $282K | Sell |
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|
2014
Q1 | $282K | Hold |
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|
2013
Q4 | $257K | Sell |
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|
2013
Q3 | $270K | Sell |
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|
2013
Q2 | $318K | Buy |
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