Mercer Global Advisors’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 | $4.57M | Buy |
80,882
+18,835
| +30% | +$1.06M | 0.01% | 565 |
|
|
2025
Q1 | $3.48M | Buy |
62,047
+7,035
| +13% | +$394K | 0.01% | 648 |
|
|
2024
Q4 | $2.96M | Sell |
55,012
-12,847
| -19% | -$692K | 0.01% | 700 |
|
|
2024
Q3 | $3.95M | Buy |
67,859
+8,706
| +15% | +$507K | 0.01% | 565 |
|
|
2024
Q2 | $2.9M | Buy |
59,153
+500
| +0.9% | +$24.5K | 0.01% | 605 |
|
|
2024
Q1 | $2.89M | Buy |
58,653
+17,369
| +42% | +$854K | 0.01% | 619 |
|
|
2023
Q4 | $1.94M | Sell |
41,284
-5,505
| -12% | -$259K | 0.01% | 750 |
|
|
2023
Q3 | $2.09M | Sell |
46,789
-916
| -2% | -$40.9K | 0.01% | 686 |
|
|
2023
Q2 | $2.47M | Sell |
47,705
-8,589
| -15% | -$445K | 0.01% | 663 |
|
|
2023
Q1 | $3.15M | Sell |
56,294
-6,002
| -10% | -$336K | 0.01% | 557 |
|
|
2022
Q4 | $3.82M | Buy |
62,296
+7,867
| +14% | +$482K | 0.02% | 502 |
|
|
2022
Q3 | $3.76M | Buy |
54,429
+6,217
| +13% | +$430K | 0.02% | 459 |
|
|
2022
Q2 | $3.85M | Sell |
48,212
-377
| -0.8% | -$30.1K | 0.02% | 434 |
|
|
2022
Q1 | $4.13M | Buy |
48,589
+7,343
| +18% | +$624K | 0.02% | 441 |
|
|
2021
Q4 | $3.24M | Buy |
41,246
+3,597
| +10% | +$283K | 0.02% | 477 |
|
|
2021
Q3 | $2.75M | Buy |
37,649
+10,355
| +38% | +$756K | 0.02% | 493 |
|
|
2021
Q2 | $2.01M | Buy |
27,294
+2,028
| +8% | +$149K | 0.02% | 569 |
|
|
2021
Q1 | $1.92M | Sell |
25,266
-4,434
| -15% | -$337K | 0.02% | 535 |
|
|
2020
Q4 | $2.23M | Sell |
29,700
-9,624
| -24% | -$724K | 0.03% | 399 |
|
|
2020
Q3 | $3.1M | Buy |
39,324
+5,065
| +15% | +$400K | 0.05% | 286 |
|
|
2020
Q2 | $2.78M | Sell |
34,259
-5,637
| -14% | -$458K | 0.05% | 263 |
|
|
2020
Q1 | $2.88M | Sell |
39,896
-36,214
| -48% | -$2.61M | 0.06% | 245 |
|
|
2019
Q4 | $6.3M | Sell |
76,110
-3,593
| -5% | -$298K | 0.13% | 142 |
|
|
2019
Q3 | $6.46M | Buy |
79,703
+356
| +0.4% | +$28.9K | 0.15% | 124 |
|
|
2019
Q2 | $6.14M | Buy |
79,347
+3,482
| +5% | +$269K | 0.16% | 117 |
|
|
2019
Q1 | $5.82M | Buy |
+75,865
| New | +$5.82M | 0.21% | 93 |
|