Nisa 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 | $13.3M | Buy |
234,965
+25,987
| +12% | +$1.47M | 0.06% | 227 |
|
2025
Q1 | $11.7M | Buy |
208,978
+59,733
| +40% | +$3.35M | 0.06% | 241 |
|
2024
Q4 | $8.04M | Buy |
149,245
+53,969
| +57% | +$2.91M | 0.03% | 334 |
|
2024
Q3 | $5.51M | Sell |
95,276
-23,179
| -20% | -$1.34M | 0.03% | 412 |
|
2024
Q2 | $5.8M | Buy |
118,455
+12,540
| +12% | +$614K | 0.04% | 388 |
|
2024
Q1 | $5.21M | Sell |
105,915
-5,989
| -5% | -$295K | 0.03% | 427 |
|
2023
Q4 | $5.26M | Buy |
111,904
+40,739
| +57% | +$1.91M | 0.04% | 401 |
|
2023
Q3 | $3.18M | Sell |
71,165
-18,713
| -21% | -$836K | 0.02% | 530 |
|
2023
Q2 | $4.65M | Sell |
89,878
-37,711
| -30% | -$1.95M | 0.03% | 444 |
|
2023
Q1 | $7.13M | Buy |
127,589
+7,494
| +6% | +$419K | 0.06% | 321 |
|
2022
Q4 | $7.36M | Buy |
120,095
+38,700
| +48% | +$2.37M | 0.06% | 332 |
|
2022
Q3 | $5.62M | Sell |
81,395
-20,056
| -20% | -$1.39M | 0.05% | 346 |
|
2022
Q2 | $8.1M | Sell |
101,451
-16,830
| -14% | -$1.34M | 0.07% | 271 |
|
2022
Q1 | $10.1M | Buy |
118,281
+6,130
| +5% | +$521K | 0.07% | 268 |
|
2021
Q4 | $9.05M | Buy |
112,151
+3,075
| +3% | +$248K | 0.07% | 278 |
|
2021
Q3 | $7.97K | Buy |
109,076
+14,750
| +16% | +$1.08K | 0.05% | 324 |
|
2021
Q2 | $6.94K | Sell |
94,326
-9,320
| -9% | -$686 | 0.04% | 347 |
|
2021
Q1 | $7.87K | Sell |
103,646
-2,150
| -2% | -$163 | 0.05% | 317 |
|
2020
Q4 | $7.96M | Sell |
105,796
-7,828
| -7% | -$589K | 0.05% | 315 |
|
2020
Q3 | $8.97M | Sell |
113,624
-62,059
| -35% | -$4.9M | 0.07% | 256 |
|
2020
Q2 | $14.3M | Buy |
175,683
+60,002
| +52% | +$4.87M | 0.13% | 165 |
|
2020
Q1 | $8.35M | Sell |
115,681
-24,295
| -17% | -$1.75M | 0.09% | 211 |
|
2019
Q4 | $11.6M | Sell |
139,976
-12,900
| -8% | -$1.07M | 0.1% | 210 |
|
2019
Q3 | $12.4M | Buy |
152,876
+8,989
| +6% | +$728K | 0.11% | 199 |
|
2019
Q2 | $11.1M | Sell |
143,887
-9,050
| -6% | -$700K | 0.11% | 202 |
|
2019
Q1 | $11.7M | Buy |
152,937
+7,393
| +5% | +$567K | 0.11% | 190 |
|
2018
Q4 | $10.4M | Buy |
145,544
+22,850
| +19% | +$1.63M | 0.12% | 187 |
|
2018
Q3 | $8.62M | Buy |
122,694
+23,539
| +24% | +$1.65M | 0.08% | 244 |
|
2018
Q2 | $6.76M | Sell |
99,155
-27,695
| -22% | -$1.89M | 0.07% | 274 |
|
2018
Q1 | $8.8M | Buy |
126,850
+5,650
| +5% | +$392K | 0.09% | 220 |
|
2017
Q4 | $9.82M | Buy |
121,200
+4,050
| +3% | +$328K | 0.1% | 209 |
|
2017
Q3 | $9.01M | Buy |
117,150
+8,680
| +8% | +$668K | 0.1% | 210 |
|
2017
Q2 | $8.39M | Sell |
108,470
-9,045
| -8% | -$699K | 0.1% | 217 |
|
2017
Q1 | $9.12M | Buy |
117,515
+17,670
| +18% | +$1.37M | 0.11% | 204 |
|
2016
Q4 | $7.65M | Sell |
99,845
-17,965
| -15% | -$1.38M | 0.09% | 225 |
|
2016
Q3 | $8.75M | Buy |
117,810
+17,975
| +18% | +$1.34M | 0.11% | 209 |
|
2016
Q2 | $7.78M | Sell |
99,835
-1,935
| -2% | -$151K | 0.1% | 219 |
|
2016
Q1 | $7.65M | Buy |
101,770
+50,570
| +99% | +$3.8M | 0.11% | 198 |
|
2015
Q4 | $3.46M | Sell |
51,200
-7,500
| -13% | -$507K | 0.05% | 365 |
|
2015
Q3 | $4.13M | Buy |
58,700
+5,000
| +9% | +$352K | 0.06% | 319 |
|
2015
Q2 | $3.59M | Hold |
53,700
| – | – | 0.05% | 364 |
|
2015
Q1 | $3.81M | Sell |
53,700
-850
| -2% | -$60.2K | 0.05% | 365 |
|
2014
Q4 | $4.2M | Hold |
54,550
| – | – | 0.06% | 336 |
|
2014
Q3 | $3.77M | Sell |
54,550
-300
| -0.5% | -$20.7K | 0.05% | 350 |
|
2014
Q2 | $3.92M | Sell |
54,850
-1,200
| -2% | -$85.8K | 0.05% | 340 |
|
2014
Q1 | $3.98M | Sell |
56,050
-1,100
| -2% | -$78.1K | 0.06% | 332 |
|
2013
Q4 | $3.7M | Buy |
57,150
+2,300
| +4% | +$149K | 0.05% | 358 |
|
2013
Q3 | $3.43M | Sell |
54,850
-55,440
| -50% | -$3.46M | 0.05% | 360 |
|
2013
Q2 | $6.27M | Buy |
+110,290
| New | +$6.27M | 0.1% | 204 |
|