Northwestern Mutual Wealth 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 | $3.97M | Sell |
70,186
-2,229
| -3% | -$126K | ﹤0.01% | 752 |
|
2025
Q1 | $4.06M | Sell |
72,415
-209,628
| -74% | -$11.8M | ﹤0.01% | 715 |
|
2024
Q4 | $15.2M | Buy |
282,043
+214,511
| +318% | +$11.6M | 0.01% | 380 |
|
2024
Q3 | $3.9M | Buy |
67,532
+4,272
| +7% | +$247K | ﹤0.01% | 675 |
|
2024
Q2 | $3.1M | Sell |
63,260
-10,836
| -15% | -$531K | ﹤0.01% | 687 |
|
2024
Q1 | $3.64M | Sell |
74,096
-9,246
| -11% | -$455K | ﹤0.01% | 636 |
|
2023
Q4 | $3.92M | Sell |
83,342
-6,634
| -7% | -$312K | ﹤0.01% | 600 |
|
2023
Q3 | $4.02M | Sell |
89,976
-280
| -0.3% | -$12.5K | 0.01% | 550 |
|
2023
Q2 | $4.67M | Buy |
90,256
+2,301
| +3% | +$119K | 0.01% | 514 |
|
2023
Q1 | $4.92M | Sell |
87,955
-878
| -1% | -$49.1K | 0.01% | 486 |
|
2022
Q4 | $5.45M | Sell |
88,833
-2,928
| -3% | -$180K | 0.01% | 451 |
|
2022
Q3 | $6.34M | Sell |
91,761
-5,676
| -6% | -$392K | 0.01% | 368 |
|
2022
Q2 | $7.78M | Buy |
97,437
+17,452
| +22% | +$1.39M | 0.01% | 332 |
|
2022
Q1 | $6.8M | Sell |
79,985
-774
| -1% | -$65.8K | 0.01% | 374 |
|
2021
Q4 | $6.35M | Sell |
80,759
-5,715
| -7% | -$449K | 0.01% | 373 |
|
2021
Q3 | $6.31M | Buy |
86,474
+4,772
| +6% | +$348K | 0.01% | 346 |
|
2021
Q2 | $6.01M | Buy |
81,702
+2,488
| +3% | +$183K | 0.01% | 346 |
|
2021
Q1 | $6.02M | Sell |
79,214
-8,572
| -10% | -$651K | 0.01% | 312 |
|
2020
Q4 | $6.6M | Sell |
87,786
-258
| -0.3% | -$19.4K | 0.02% | 277 |
|
2020
Q3 | $6.95M | Buy |
88,044
+3,850
| +5% | +$304K | 0.02% | 249 |
|
2020
Q2 | $6.84M | Buy |
84,194
+8,821
| +12% | +$716K | 0.02% | 233 |
|
2020
Q1 | $5.44M | Sell |
75,373
-1,622
| -2% | -$117K | 0.02% | 242 |
|
2019
Q4 | $6.38M | Sell |
76,995
-22,643
| -23% | -$1.88M | 0.02% | 241 |
|
2019
Q3 | $8.07M | Buy |
99,638
+4,740
| +5% | +$384K | 0.03% | 210 |
|
2019
Q2 | $7.34M | Buy |
94,898
+31,904
| +51% | +$2.47M | 0.03% | 217 |
|
2019
Q1 | $4.83M | Buy |
62,994
+11,868
| +23% | +$910K | 0.02% | 249 |
|
2018
Q4 | $3.65M | Buy |
51,126
+6,549
| +15% | +$468K | 0.02% | 267 |
|
2018
Q3 | $3.13M | Buy |
44,577
+1,307
| +3% | +$91.9K | 0.02% | 265 |
|
2018
Q2 | $2.95M | Buy |
43,270
+1,091
| +3% | +$74.4K | 0.02% | 259 |
|
2018
Q1 | $2.84M | Sell |
42,179
-3,544
| -8% | -$239K | 0.02% | 254 |
|
2017
Q4 | $3.71M | Buy |
45,723
+3,704
| +9% | +$300K | 0.02% | 224 |
|
2017
Q3 | $3.23M | Buy |
42,019
+729
| +2% | +$56.1K | 0.02% | 223 |
|
2017
Q2 | $3.16M | Buy |
41,290
+1,938
| +5% | +$149K | 0.03% | 222 |
|
2017
Q1 | $3.05M | Buy |
39,352
+1,081
| +3% | +$83.8K | 0.03% | 223 |
|
2016
Q4 | $2.93M | Buy |
38,271
+27,185
| +245% | +$2.08M | 0.03% | 221 |
|
2016
Q3 | $823K | Sell |
11,086
-26,727
| -71% | -$1.98M | 0.05% | 112 |
|
2016
Q2 | $2.95M | Buy |
37,813
+117
| +0.3% | +$9.12K | 0.04% | 204 |
|
2016
Q1 | $2.83M | Buy |
37,696
+5,810
| +18% | +$436K | 0.05% | 189 |
|
2015
Q4 | $2.16M | Buy |
31,886
+247
| +0.8% | +$16.7K | 0.04% | 203 |
|
2015
Q3 | $2.23M | Buy |
31,639
+14,054
| +80% | +$989K | 0.05% | 199 |
|
2015
Q2 | $1.18M | Sell |
17,585
-420
| -2% | -$28.1K | 0.03% | 238 |
|
2015
Q1 | $1.28M | Sell |
18,005
-1,421
| -7% | -$101K | 0.04% | 224 |
|
2014
Q4 | $1.49M | Buy |
19,426
+2,577
| +15% | +$198K | 0.05% | 213 |
|
2014
Q3 | $1.16M | Buy |
16,849
+2,251
| +15% | +$156K | 0.04% | 216 |
|
2014
Q2 | $1.04M | Sell |
14,598
-4,334
| -23% | -$310K | 0.04% | 214 |
|
2014
Q1 | $1.34M | Sell |
18,932
-2,337
| -11% | -$166K | 0.06% | 188 |
|
2013
Q4 | $1.38M | Buy |
21,269
+1,174
| +6% | +$76K | 0.06% | 180 |
|
2013
Q3 | $1.26M | Buy |
20,095
+2,920
| +17% | +$183K | 0.07% | 180 |
|
2013
Q2 | $976K | Buy |
+17,175
| New | +$976K | 0.06% | 189 |
|