JAM
Jupiter Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,198,465
| Closed | -$67.2M | – | 452 |
|
|
2025
Q1 | $67.2M | Sell |
1,198,465
-229,079
| -16% | -$12.8M | 0.64% | 38 |
|
|
2024
Q4 | $76.9M | Sell |
1,427,544
-17,365
| -1% | -$935K | 0.75% | 24 |
|
|
2024
Q3 | $83.5M | Buy |
1,444,909
+60,131
| +4% | +$3.47M | 0.73% | 26 |
|
|
2024
Q2 | $67.9M | Buy |
+1,384,778
| New | +$67.9M | 0.64% | 36 |
|
|
2023
Q1 | – | Sell |
-38,593
| Closed | -$2.37M | – | 437 |
|
|
2022
Q4 | $2.37M | Buy |
+38,593
| New | +$2.37M | 0.03% | 293 |
|
|
2021
Q2 | – | Sell |
-730,199
| Closed | -$55.5M | – | 609 |
|
|
2021
Q1 | $55.5M | Buy |
+730,199
| New | +$55.5M | 0.55% | 47 |
|