Mather Group’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
$319K Buy
2025
Q2
$293K Buy
2025
Q1
$281K Buy
2024
Q4
$263K Buy
2024
Q3
$249K Sell
2024
Q2
$216K Buy
2024
Q1
$186K Buy
2020
Q4
Sell
2020
Q3
$509K Buy
2020
Q2
$510K Buy
2020
Q1
$228K Sell
2019
Q4
$282K Buy