Moneta Group Investment 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 | $419K | Sell |
7,410
-392
| -5% | -$22.2K | 0.01% | 477 |
|
|
2025
Q1 | $437K | Buy |
7,802
+228
| +3% | +$12.8K | 0.01% | 446 |
|
|
2024
Q4 | $408K | Sell |
7,574
-295
| -4% | -$15.9K | 0.01% | 461 |
|
|
2024
Q3 | $455K | Buy |
7,869
+648
| +9% | +$37.4K | 0.01% | 428 |
|
|
2024
Q2 | $354K | Sell |
7,221
-1,225
| -15% | -$60K | 0.01% | 452 |
|
|
2024
Q1 | $415K | Sell |
8,446
-288
| -3% | -$14.2K | 0.01% | 413 |
|
|
2023
Q4 | $411K | Sell |
8,734
-68
| -0.8% | -$3.2K | 0.01% | 366 |
|
|
2023
Q3 | $393K | Sell |
8,802
-2,543
| -22% | -$114K | 0.01% | 360 |
|
|
2023
Q2 | $588K | Buy |
11,345
+1,140
| +11% | +$59K | 0.01% | 291 |
|
|
2023
Q1 | $571K | Buy |
10,205
+1,928
| +23% | +$108K | 0.01% | 293 |
|
|
2022
Q4 | $527K | Sell |
8,277
-2,257
| -21% | -$144K | 0.01% | 285 |
|
|
2022
Q3 | $728K | Sell |
10,534
-592
| -5% | -$40.9K | 0.03% | 215 |
|
|
2022
Q2 | $888K | Sell |
11,126
-478
| -4% | -$38.2K | 0.03% | 218 |
|
|
2022
Q1 | $986K | Buy |
11,604
+3,088
| +36% | +$262K | 0.04% | 208 |
|
|
2021
Q4 | $669K | Sell |
8,516
-262
| -3% | -$20.6K | 0.03% | 254 |
|
|
2021
Q3 | $641K | Sell |
8,778
-16
| -0.2% | -$1.17K | 0.03% | 243 |
|
|
2021
Q2 | $647K | Buy |
8,794
+540
| +7% | +$39.7K | 0.03% | 247 |
|
|
2021
Q1 | $627K | Buy |
+8,254
| New | +$627K | 0.03% | 230 |
|
|
2020
Q4 | – | Sell |
-2,711
| Closed | -$214K | – | 319 |
|
|
2020
Q3 | $214K | Sell |
2,711
-2,611
| -49% | -$206K | 0.02% | 249 |
|
|
2020
Q2 | $432K | Buy |
5,322
+2,468
| +86% | +$200K | 0.04% | 178 |
|
|
2020
Q1 | $206K | Buy |
2,854
+101
| +4% | +$7.29K | 0.02% | 220 |
|
|
2019
Q4 | $228K | Sell |
2,753
-11
| -0.4% | -$911 | 0.02% | 224 |
|
|
2019
Q3 | $224K | Buy |
+2,764
| New | +$224K | 0.02% | 233 |
|
|
2018
Q4 | – | Sell |
-2,456
| Closed | -$173K | – | 217 |
|
|
2018
Q3 | $173K | Sell |
2,456
-466
| -16% | -$32.8K | 0.02% | 222 |
|
|
2018
Q2 | $199K | Sell |
2,922
-34,473
| -92% | -$2.35M | 0.02% | 250 |
|
|
2018
Q1 | $256K | Buy |
37,395
+35,390
| +1,765% | +$242K | 0.03% | 170 |
|
|
2017
Q4 | $163K | Buy |
+2,005
| New | +$163K | 0.02% | 205 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$141K | – | 205 |
|
|
2015
Q3 | $141K | Buy |
+2,000
| New | +$141K | 0.04% | 150 |
|