Fidelis Capital Partners’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 | $603K | Buy |
9,888
+230
| +2% | +$14K | 0.05% | 237 |
|
|
2025
Q1 | $511K | Buy |
9,658
+519
| +6% | +$27.5K | 0.05% | 242 |
|
|
2024
Q4 | $515K | Sell |
9,139
-127
| -1% | -$7.15K | 0.05% | 247 |
|
|
2024
Q3 | $565K | Buy |
9,266
+280
| +3% | +$17.1K | 0.07% | 220 |
|
|
2024
Q2 | $495K | Sell |
8,986
-899
| -9% | -$49.5K | 0.07% | 212 |
|
|
2024
Q1 | $486K | Buy |
9,885
+4,171
| +73% | +$205K | 0.07% | 213 |
|
|
2023
Q4 | $269K | Buy |
+5,714
| New | +$269K | 0.06% | 267 |
|