Gallagher Fiduciary Advisors’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 | $877K | Buy |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $841K | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201M | Sell |
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|
2021
Q2 | $313M | Sell |
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|
2021
Q1 | $369M | Hold |
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|
2020
Q4 | $365M | Sell |
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|
2020
Q3 | $387M | Hold |
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|
2020
Q2 | $398M | Sell |
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|
2020
Q1 | $443M | Hold |
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|
2019
Q4 | $508M | Buy |
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