Kovitz Investment Group Partners
D icon

Kovitz Investment Group Partners’s Dominion Energy D Stock Holding History

Kovitz Investment Group Partners’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Buy
22,290
+6,036
+37% +$341K 0.01% 743
2025
Q1 		$911K Sell
16,254
-1,962
-11% -$110K ﹤0.01% 761
2024
Q4 		$981K Buy
18,216
+1,263
+7% +$68K ﹤0.01% 722
2024
Q3 		$338K Buy
+16,953
New +$338K ﹤0.01% 842