Kayne Anderson Rudnick Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Buy |
557
+95
| +21% | +$5.37K | ﹤0.01% | 642 |
|
|
2025
Q1 | $25.9K | Hold |
462
| – | – | ﹤0.01% | 632 |
|
|
2024
Q4 | $24.9K | Buy |
462
+378
| +450% | +$20.4K | ﹤0.01% | 613 |
|
|
2024
Q3 | $4.85K | Sell |
84
-20
| -19% | -$1.16K | ﹤0.01% | 728 |
|
|
2024
Q2 | $5.1K | Buy |
104
+20
| +24% | +$980 | ﹤0.01% | 681 |
|
|
2024
Q1 | $4.13K | Hold |
84
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $3.95K | Hold |
84
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $3.75K | Hold |
84
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $4.35K | Sell |
84
-73
| -46% | -$3.78K | ﹤0.01% | 633 |
|
|
2023
Q1 | $8.78K | Hold |
157
| – | – | ﹤0.01% | 565 |
|
|
2022
Q4 | $9.63K | Hold |
157
| – | – | ﹤0.01% | 577 |
|
|
2022
Q3 | $11K | Buy |
157
+84
| +115% | +$5.89K | ﹤0.01% | 550 |
|
|
2022
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $6K | Sell |
73
-17
| -19% | -$1.4K | ﹤0.01% | 462 |
|
|
2020
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $6K | Sell |
90
-22
| -20% | -$1.47K | ﹤0.01% | 448 |
|
|
2019
Q4 | $9K | Buy |
112
+22
| +24% | +$1.77K | ﹤0.01% | 427 |
|
|
2019
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 414 |
|
|
2019
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 413 |
|