NEOS Investment Management’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 | $4.46M | Buy |
78,826
+16,047
| +26% | +$907K | 0.06% | 261 |
|
|
2025
Q1 | $3.52M | Buy |
62,779
+11,255
| +22% | +$631K | 0.07% | 241 |
|
|
2024
Q4 | $2.78M | Buy |
51,524
+12,342
| +31% | +$665K | 0.07% | 249 |
|
|
2024
Q3 | $2.26M | Buy |
39,182
+8,120
| +26% | +$469K | 0.07% | 250 |
|
|
2024
Q2 | $1.52M | Buy |
31,062
+9,960
| +47% | +$488K | 0.06% | 261 |
|
|
2024
Q1 | $1.04M | Buy |
21,102
+9,198
| +77% | +$452K | 0.06% | 249 |
|
|
2023
Q4 | $559K | Buy |
11,904
+3,697
| +45% | +$174K | 0.05% | 265 |
|
|
2023
Q3 | $367K | Buy |
+8,207
| New | +$367K | 0.05% | 247 |
|