John G. Ullman & Associates’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
$5.83M Buy
2025
Q1
$5.73M Buy
2024
Q4
$4.87M Buy
2024
Q3
$842K Sell
2024
Q2
$749K Sell
2024
Q1
$753K Buy
2023
Q4
Sell
2023
Q3
$2.61M Sell
2023
Q2
$3.68M Sell
2023
Q1
$4.94M Buy
2022
Q4
$2.41M Sell
2022
Q3
$8.52M Buy
2022
Q2
$9.67M Sell
2022
Q1
$12.4M Sell
2021
Q4
$11.6M Sell
2021
Q3
$10.9M Sell
2021
Q2
$11.1M Sell
2021
Q1
$11.6M Buy
2020
Q4
$9.66M Buy
2020
Q3
$3.27M Buy