HWAM
Hennion & Walsh Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
+5,031
| New | +$284K | 0.01% | 831 |
|
|
2024
Q1 | – | Sell |
-5,023
| Closed | -$236K | – | 854 |
|
|
2023
Q4 | $236K | Sell |
5,023
-4,739
| -49% | -$223K | 0.01% | 743 |
|
|
2023
Q3 | $436K | Sell |
9,762
-5,397
| -36% | -$241K | 0.03% | 553 |
|
|
2023
Q2 | $785K | Sell |
15,159
-2,891
| -16% | -$150K | 0.05% | 419 |
|
|
2023
Q1 | $1.01M | Sell |
18,050
-1,805
| -9% | -$101K | 0.06% | 360 |
|
|
2022
Q4 | $1.22M | Buy |
19,855
+2,076
| +12% | +$127K | 0.08% | 301 |
|
|
2022
Q3 | $1.23M | Buy |
17,779
+2,828
| +19% | +$195K | 0.08% | 283 |
|
|
2022
Q2 | $1.19M | Buy |
14,951
+1,592
| +12% | +$127K | 0.07% | 277 |
|
|
2022
Q1 | $1.14M | Sell |
13,359
-305
| -2% | -$25.9K | 0.06% | 319 |
|
|
2021
Q4 | $1.07M | Sell |
13,664
-1,101
| -7% | -$86.5K | 0.05% | 342 |
|
|
2021
Q3 | $1.08M | Sell |
14,765
-2,045
| -12% | -$149K | 0.06% | 339 |
|
|
2021
Q2 | $1.24M | Sell |
16,810
-1,528
| -8% | -$112K | 0.07% | 320 |
|
|
2021
Q1 | $1.39M | Buy |
+18,338
| New | +$1.39M | 0.08% | 286 |
|