NewEdge 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 | $3.91M | Buy |
69,157
+226
| +0.3% | +$12.8K | 0.02% | 660 |
|
|
2025
Q1 | $3.86M | Sell |
68,931
-2,061
| -3% | -$116K | 0.02% | 591 |
|
|
2024
Q4 | $3.82M | Buy |
70,992
+13,877
| +24% | +$747K | 0.02% | 590 |
|
|
2024
Q3 | $3.3M | Buy |
57,115
+2,908
| +5% | +$168K | 0.02% | 607 |
|
|
2024
Q2 | $2.66M | Buy |
54,207
+12,999
| +32% | +$637K | 0.02% | 647 |
|
|
2024
Q1 | $2.03M | Sell |
41,208
-32,880
| -44% | -$1.62M | 0.02% | 684 |
|
|
2023
Q4 | $3.36M | Sell |
74,088
-821
| -1% | -$37.3K | 0.03% | 470 |
|
|
2023
Q3 | $3.35M | Buy |
74,909
+10,595
| +16% | +$473K | 0.04% | 422 |
|
|
2023
Q2 | $3.33M | Sell |
64,314
-1,317
| -2% | -$68.2K | 0.04% | 422 |
|
|
2023
Q1 | $3.67M | Buy |
65,631
+4,239
| +7% | +$237K | 0.05% | 365 |
|
|
2022
Q4 | $3.18M | Buy |
61,392
+7,059
| +13% | +$366K | 0.09% | 250 |
|
|
2022
Q3 | $3.76M | Buy |
54,333
+2,812
| +5% | +$194K | 0.06% | 284 |
|
|
2022
Q2 | $4.11M | Buy |
51,521
+11,042
| +27% | +$882K | 0.07% | 272 |
|
|
2022
Q1 | $3.44M | Buy |
40,479
+132
| +0.3% | +$11.2K | 0.06% | 307 |
|
|
2021
Q4 | $3.17M | Buy |
40,347
+29,428
| +270% | +$2.31M | 0.05% | 329 |
|
|
2021
Q3 | $797K | Buy |
10,919
+816
| +8% | +$59.6K | 0.02% | 602 |
|
|
2021
Q2 | $743K | Buy |
10,103
+877
| +10% | +$64.5K | 0.02% | 613 |
|
|
2021
Q1 | $701K | Buy |
9,226
+1,693
| +22% | +$129K | 0.02% | 565 |
|
|
2020
Q4 | $566K | Sell |
7,533
-19,980
| -73% | -$1.5M | 0.02% | 585 |
|
|
2020
Q3 | $2.17M | Buy |
27,513
+11,802
| +75% | +$932K | 0.08% | 232 |
|
|
2020
Q2 | $1.28M | Buy |
15,711
+939
| +6% | +$76.3K | 0.05% | 305 |
|
|
2020
Q1 | $1.07M | Sell |
14,772
-1,647
| -10% | -$119K | 0.05% | 297 |
|
|
2019
Q4 | $1.36M | Buy |
16,419
+762
| +5% | +$63.1K | 0.05% | 303 |
|
|
2019
Q3 | $1.28M | Buy |
15,657
+7,821
| +100% | +$637K | 0.06% | 300 |
|
|
2019
Q2 | $606K | Buy |
7,836
+399
| +5% | +$30.9K | 0.04% | 361 |
|
|
2019
Q1 | $570K | Buy |
7,437
+1,786
| +32% | +$137K | 0.04% | 369 |
|
|
2018
Q4 | $404 | Sell |
5,651
-2,897
| -34% | -$207 | 0.03% | 420 |
|
|
2018
Q3 | $601K | Buy |
8,548
+1,648
| +24% | +$116K | 0.05% | 321 |
|
|
2018
Q2 | $472 | Buy |
6,900
+186
| +3% | +$13 | 0.04% | 317 |
|
|
2018
Q1 | $450K | Sell |
6,714
-5,259
| -44% | -$352K | 0.05% | 291 |
|
|
2017
Q4 | $934K | Buy |
11,973
+348
| +3% | +$27.1K | 0.13% | 169 |
|
|
2017
Q3 | $891K | Buy |
11,625
+5,432
| +88% | +$416K | 0.14% | 163 |
|
|
2017
Q2 | $468K | Sell |
6,193
-3,035
| -33% | -$229K | 0.08% | 195 |
|
|
2017
Q1 | $719K | Buy |
9,228
+4,197
| +83% | +$327K | 0.16% | 137 |
|
|
2016
Q4 | $378K | Sell |
5,031
-1,559
| -24% | -$117K | 0.1% | 171 |
|
|
2016
Q3 | $489K | Buy |
6,590
+3,547
| +117% | +$263K | 0.15% | 125 |
|
|
2016
Q2 | $237K | Buy |
+3,043
| New | +$237K | 0.1% | 138 |
|