Principle Wealth Partners’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
56,369
-5,165
| -8% | -$292K | 0.2% | 94 |
|
|
2025
Q1 | $3.45M | Buy |
61,534
+20,839
| +51% | +$1.17M | 0.25% | 89 |
|
|
2024
Q4 | $2.19M | Buy |
40,695
+29,638
| +268% | +$1.6M | 0.15% | 116 |
|
|
2024
Q3 | $639K | Sell |
11,057
-179
| -2% | -$10.3K | 0.05% | 202 |
|
|
2024
Q2 | $551K | Buy |
11,236
+2
| +0% | +$98 | 0.04% | 206 |
|
|
2024
Q1 | $553K | Buy |
11,234
+4,854
| +76% | +$239K | 0.04% | 208 |
|
|
2023
Q4 | $300K | Buy |
6,380
+3
| +0% | +$141 | 0.03% | 269 |
|
|
2023
Q3 | $285K | Hold |
6,377
| – | – | 0.03% | 259 |
|
|
2023
Q2 | $330K | Sell |
6,377
-71
| -1% | -$3.68K | 0.03% | 251 |
|
|
2023
Q1 | $361K | Hold |
6,448
| – | – | 0.04% | 225 |
|
|
2022
Q4 | $395K | Hold |
6,448
| – | – | 0.04% | 215 |
|
|
2022
Q3 | $446 | Sell |
6,448
-100
| -2% | -$7 | 0.04% | 192 |
|
|
2022
Q2 | $523K | Hold |
6,548
| – | – | 0.06% | 190 |
|
|
2022
Q1 | $556K | Hold |
6,548
| – | – | 0.06% | 191 |
|
|
2021
Q4 | $514K | Hold |
6,548
| – | – | 0.05% | 204 |
|
|
2021
Q3 | $478K | Hold |
6,548
| – | – | 0.06% | 202 |
|
|
2021
Q2 | $482K | Hold |
6,548
| – | – | 0.05% | 203 |
|
|
2021
Q1 | $497K | Buy |
6,548
+1,400
| +27% | +$106K | 0.06% | 193 |
|
|
2020
Q4 | $387K | Buy |
+5,148
| New | +$387K | 0.05% | 198 |
|
|
2020
Q3 | – | Sell |
-1,250
| Closed | -$101K | – | 213 |
|
|
2020
Q2 | $101K | Buy |
+1,250
| New | +$101K | 0.03% | 213 |
|