Janney Montgomery Scott’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4M | Buy |
733,223
+55,308
| +8% | +$3.13M | 0.11% | 196 |
|
|
2025
Q1 | $38M | Buy |
677,915
+64,228
| +10% | +$3.6M | 0.11% | 188 |
|
|
2024
Q4 | $33.1M | Buy |
613,687
+14,451
| +2% | +$778K | 0.09% | 209 |
|
|
2024
Q3 | $34.6M | Sell |
599,236
-92,731
| -13% | -$5.36M | 0.1% | 211 |
|
|
2024
Q2 | $33.9M | Sell |
691,967
-11,276
| -2% | -$553K | 0.1% | 197 |
|
|
2024
Q1 | $34.6M | Buy |
703,243
+104,186
| +17% | +$5.12M | 0.1% | 201 |
|
|
2023
Q4 | $28.2M | Buy |
599,057
+70,932
| +13% | +$3.33M | 0.09% | 219 |
|
|
2023
Q3 | $23.6M | Buy |
528,125
+34,142
| +7% | +$1.53M | 0.09% | 217 |
|
|
2023
Q2 | $25.6M | Buy |
493,983
+16,457
| +3% | +$852K | 0.09% | 217 |
|
|
2023
Q1 | $26.7M | Buy |
477,526
+44,986
| +10% | +$2.52M | 0.11% | 183 |
|
|
2022
Q4 | $26.5M | Sell |
432,540
-33,709
| -7% | -$2.07M | 0.1% | 195 |
|
|
2022
Q3 | $32.2M | Buy |
466,249
+13,477
| +3% | +$931K | 0.14% | 147 |
|
|
2022
Q2 | $35.6M | Sell |
452,772
-4,096
| -0.9% | -$322K | 0.16% | 129 |
|
|
2022
Q1 | $38.8M | Buy |
456,868
+2,314
| +0.5% | +$197K | 0.17% | 131 |
|
|
2021
Q4 | $35.7M | Sell |
454,554
-681
| -0.1% | -$53.5K | 0.14% | 152 |
|
|
2021
Q3 | $33.2M | Buy |
455,235
+9,855
| +2% | +$720K | 0.14% | 145 |
|
|
2021
Q2 | $32.8M | Sell |
445,380
-3,438
| -0.8% | -$253K | 0.14% | 148 |
|
|
2021
Q1 | $34.1M | Buy |
448,818
+10,762
| +2% | +$817K | 0.17% | 139 |
|
|
2020
Q4 | $32.9M | Buy |
438,056
+6,379
| +1% | +$480K | 0.16% | 139 |
|
|
2020
Q3 | $34.1M | Sell |
431,677
-1,991
| -0.5% | -$157K | 0.19% | 120 |
|
|
2020
Q2 | $35.2M | Buy |
433,668
+17,977
| +4% | +$1.46M | 0.22% | 106 |
|
|
2020
Q1 | $30M | Buy |
415,691
+14,644
| +4% | +$1.06M | 0.24% | 104 |
|
|
2019
Q4 | $33.2M | Buy |
401,047
+7,134
| +2% | +$591K | 0.22% | 114 |
|
|
2019
Q3 | $31.9M | Buy |
393,913
+38,679
| +11% | +$3.13M | 0.23% | 100 |
|
|
2019
Q2 | $27.5M | Buy |
355,234
+45,759
| +15% | +$3.54M | 0.21% | 113 |
|
|
2019
Q1 | $23.7M | Buy |
309,475
+53,744
| +21% | +$4.12M | 0.2% | 118 |
|
|
2018
Q4 | $18.3M | Buy |
255,731
+7,645
| +3% | +$546K | 0.18% | 132 |
|
|
2018
Q3 | $17.4M | Buy |
248,086
+35,488
| +17% | +$2.49M | 0.15% | 152 |
|
|
2018
Q2 | $14.5M | Buy |
212,598
+38,254
| +22% | +$2.61M | 0.14% | 164 |
|
|
2018
Q1 | $11.8M | Buy |
174,344
+16,099
| +10% | +$1.09M | 0.12% | 200 |
|
|
2017
Q4 | $12.8M | Buy |
158,245
+13,579
| +9% | +$1.1M | 0.13% | 181 |
|
|
2017
Q3 | $11.1M | Buy |
144,666
+6,969
| +5% | +$536K | 0.13% | 190 |
|
|
2017
Q2 | $10.6M | Buy |
137,697
+7,194
| +6% | +$551K | 0.13% | 188 |
|
|
2017
Q1 | $10.1M | Buy |
130,503
+16,515
| +14% | +$1.28M | 0.13% | 180 |
|
|
2016
Q4 | $8.73M | Buy |
113,988
+6,937
| +6% | +$531K | 0.13% | 190 |
|
|
2016
Q3 | $7.95M | Buy |
+107,051
| New | +$7.95M | 0.14% | 174 |
|
|
2016
Q2 | – | Sell |
-82,937
| Closed | -$6.23M | – | 769 |
|
|
2016
Q1 | $6.23M | Buy |
82,937
+601
| +0.7% | +$45.1K | 0.16% | 151 |
|
|
2015
Q4 | $5.57M | Sell |
82,336
-98
| -0.1% | -$6.63K | 0.14% | 169 |
|
|
2015
Q3 | $5.8M | Sell |
82,434
-13,034
| -14% | -$917K | 0.16% | 150 |
|
|
2015
Q2 | $6.38M | Sell |
95,468
-6,185
| -6% | -$414K | 0.13% | 187 |
|
|
2015
Q1 | $7.2M | Buy |
101,653
+15,827
| +18% | +$1.12M | 0.13% | 187 |
|
|
2014
Q4 | $6.6M | Sell |
85,826
-791
| -0.9% | -$60.8K | 0.13% | 184 |
|
|
2014
Q3 | $5.98M | Buy |
86,617
+407
| +0.5% | +$28.1K | 0.12% | 196 |
|
|
2014
Q2 | $6.17M | Buy |
86,210
+5,496
| +7% | +$393K | 0.13% | 173 |
|
|
2014
Q1 | $5.73M | Buy |
80,714
+938
| +1% | +$66.6K | 0.14% | 173 |
|
|
2013
Q4 | $5.16M | Sell |
79,776
-8,991
| -10% | -$582K | 0.14% | 179 |
|
|
2013
Q3 | $5.55M | Buy |
88,767
+40,566
| +84% | +$2.53M | 0.17% | 140 |
|
|
2013
Q2 | $2.74M | Buy |
+48,201
| New | +$2.74M | 0.29% | 87 |
|