NewEdge Wealth’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 | $6.15M | Buy |
99,644
+49,940
| +100% | +$3.08M | 0.1% | 167 |
|
|
2025
Q1 | $2.79M | Buy |
49,704
+3,903
| +9% | +$219K | 0.05% | 284 |
|
|
2024
Q4 | $2.47M | Buy |
45,801
+4,502
| +11% | +$242K | 0.04% | 307 |
|
|
2024
Q3 | $2.39M | Buy |
41,299
+5,006
| +14% | +$289K | 0.04% | 316 |
|
|
2024
Q2 | $1.78M | Sell |
36,293
-554
| -2% | -$27.1K | 0.04% | 344 |
|
|
2024
Q1 | $1.89M | Buy |
36,847
+6,288
| +21% | +$322K | 0.04% | 333 |
|
|
2023
Q4 | $1.44M | Sell |
30,559
-3,698
| -11% | -$174K | 0.04% | 348 |
|
|
2023
Q3 | $1.53M | Buy |
34,257
+108
| +0.3% | +$4.82K | 0.05% | 300 |
|
|
2023
Q2 | $1.77M | Buy |
34,149
+143
| +0.4% | +$7.41K | 0.06% | 272 |
|
|
2023
Q1 | $1.9M | Buy |
34,006
+5,528
| +19% | +$309K | 0.07% | 228 |
|
|
2022
Q4 | $1.75M | Sell |
28,478
-3,270
| -10% | -$201K | 0.08% | 231 |
|
|
2022
Q3 | $2.19M | Sell |
31,748
-12,737
| -29% | -$880K | 0.1% | 177 |
|
|
2022
Q2 | $3.55M | Buy |
44,485
+40,296
| +962% | +$3.22M | 0.16% | 128 |
|
|
2022
Q1 | $356K | Sell |
4,189
-396
| -9% | -$33.7K | 0.02% | 344 |
|
|
2021
Q4 | $360K | Buy |
4,585
+1,778
| +63% | +$140K | 0.02% | 322 |
|
|
2021
Q3 | $205K | Sell |
2,807
-171
| -6% | -$12.5K | 0.01% | 280 |
|
|
2021
Q2 | $219K | Buy |
+2,978
| New | +$219K | 0.02% | 265 |
|