Miller Financial Services’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
$587K Sell
10,394
-2,331
-18% -$132K 0.75% 40
2025
Q1
$713K Buy
12,725
+249
+2% +$14K 1.03% 33
2024
Q4
$672K Buy
+12,476
New +$672K 0.57% 48