PAI
Pittenger & Anderson Inc’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Hold |
10,750
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $603K | Buy |
10,750
+3,500
| +48% | +$196K | 0.02% | 179 |
|
|
2024
Q4 | $390K | Hold |
7,250
| – | – | 0.01% | 194 |
|
|
2024
Q3 | $419K | Buy |
7,250
+4,250
| +142% | +$246K | 0.02% | 193 |
|
|
2024
Q2 | $147K | Hold |
3,000
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $148K | Sell |
3,000
-150
| -5% | -$7.38K | 0.01% | 238 |
|
|
2023
Q4 | $148K | Hold |
3,150
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $141K | Sell |
3,150
-600
| -16% | -$26.8K | 0.01% | 215 |
|
|
2023
Q2 | $194K | Hold |
3,750
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $210K | Hold |
3,750
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $230K | Hold |
3,750
| – | – | 0.01% | 187 |
|
|
2022
Q3 | $259K | Hold |
3,750
| – | – | 0.02% | 180 |
|
|
2022
Q2 | $299K | Hold |
3,750
| – | – | 0.02% | 177 |
|
|
2022
Q1 | $319K | Hold |
3,750
| – | – | 0.02% | 182 |
|
|
2021
Q4 | $295K | Sell |
3,750
-184
| -5% | -$14.5K | 0.01% | 187 |
|
|
2021
Q3 | $287K | Buy |
3,934
+184
| +5% | +$13.4K | 0.01% | 186 |
|
|
2021
Q2 | $276K | Sell |
3,750
-600
| -14% | -$44.2K | 0.01% | 184 |
|
|
2021
Q1 | $330K | Hold |
4,350
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $327K | Sell |
4,350
-3,475
| -44% | -$261K | 0.02% | 175 |
|
|
2020
Q3 | $618K | Hold |
7,825
| – | – | 0.04% | 160 |
|
|
2020
Q2 | $635K | Buy |
7,825
+50
| +0.6% | +$4.06K | 0.04% | 163 |
|
|
2020
Q1 | $561K | Hold |
7,775
| – | – | 0.05% | 160 |
|
|
2019
Q4 | $644K | Hold |
7,775
| – | – | 0.04% | 177 |
|
|
2019
Q3 | $630K | Hold |
7,775
| – | – | 0.05% | 182 |
|
|
2019
Q2 | $601K | Hold |
7,775
| – | – | 0.05% | 182 |
|
|
2019
Q1 | $596K | Hold |
7,775
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $556K | Hold |
7,775
| – | – | 0.05% | 178 |
|
|
2018
Q3 | $546K | Sell |
7,775
-135
| -2% | -$9.48K | 0.04% | 190 |
|
|
2018
Q2 | $539K | Sell |
7,910
-30,700
| -80% | -$2.09M | 0.05% | 187 |
|
|
2018
Q1 | $2.6M | Hold |
38,610
| – | – | 0.23% | 113 |
|
|
2017
Q4 | $3.13M | Hold |
38,610
| – | – | 0.27% | 104 |
|
|
2017
Q3 | $2.97M | Hold |
38,610
| – | – | 0.27% | 100 |
|
|
2017
Q2 | $2.96M | Hold |
38,610
| – | – | 0.28% | 94 |
|
|
2017
Q1 | $3M | Sell |
38,610
-700
| -2% | -$54.3K | 0.3% | 93 |
|
|
2016
Q4 | $3.01M | Sell |
39,310
-1,075
| -3% | -$82.3K | 0.32% | 83 |
|
|
2016
Q3 | $3M | Sell |
40,385
-593
| -1% | -$44K | 0.33% | 80 |
|
|
2016
Q2 | $3.19M | Buy |
40,978
+343
| +0.8% | +$26.7K | 0.35% | 72 |
|
|
2016
Q1 | $3.05M | Sell |
40,635
-815
| -2% | -$61.2K | 0.36% | 74 |
|
|
2015
Q4 | $2.8M | Sell |
41,450
-375
| -0.9% | -$25.4K | 0.35% | 78 |
|
|
2015
Q3 | $2.94M | Sell |
41,825
-50
| -0.1% | -$3.52K | 0.39% | 67 |
|
|
2015
Q2 | $2.8M | Sell |
41,875
-310
| -0.7% | -$20.7K | 0.36% | 80 |
|
|
2015
Q1 | $2.99M | Buy |
42,185
+1,100
| +3% | +$78K | 0.39% | 68 |
|
|
2014
Q4 | $3.16M | Hold |
41,085
| – | – | 0.42% | 59 |
|
|
2014
Q3 | $2.84M | Buy |
41,085
+225
| +0.6% | +$15.5K | 0.42% | 56 |
|
|
2014
Q2 | $2.92M | Buy |
40,860
+2,010
| +5% | +$144K | 0.43% | 57 |
|
|
2014
Q1 | $2.76M | Hold |
38,850
| – | – | 0.38% | 61 |
|
|
2013
Q4 | $2.51M | Sell |
38,850
-700
| -2% | -$45.3K | 0.35% | 73 |
|
|
2013
Q3 | $2.47M | Sell |
39,550
-2,850
| -7% | -$178K | 0.4% | 61 |
|
|
2013
Q2 | $2.41M | Buy |
+42,400
| New | +$2.41M | 0.42% | 62 |
|