MAI Capital Management’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
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $752K | Sell |
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|
2023
Q1 | $920K | Buy |
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|
2022
Q4 | $992K | Buy |
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|
2022
Q3 | $948K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $210K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $246K | Buy |
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|
2014
Q4 | $257K | Buy |
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|
2014
Q3 | $218K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $314K | Sell |
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|
2013
Q2 | $285K | Buy |
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