SEI Investments’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 | $40.2M | Buy |
711,107
+147,298
| +26% | +$8.33M | 0.05% | 417 |
|
|
2025
Q1 | $31.6M | Buy |
563,809
+50,418
| +10% | +$2.83M | 0.04% | 484 |
|
|
2024
Q4 | $27.7M | Sell |
513,391
-7,038
| -1% | -$379K | 0.04% | 526 |
|
|
2024
Q3 | $30.1M | Buy |
520,429
+66,788
| +15% | +$3.86M | 0.04% | 495 |
|
|
2024
Q2 | $22.2M | Sell |
453,641
-39,658
| -8% | -$1.94M | 0.03% | 561 |
|
|
2024
Q1 | $24.3M | Sell |
493,299
-79,953
| -14% | -$3.93M | 0.04% | 520 |
|
|
2023
Q4 | $26.9M | Sell |
573,252
-84,855
| -13% | -$3.99M | 0.04% | 450 |
|
|
2023
Q3 | $29.4M | Sell |
658,107
-121,910
| -16% | -$5.45M | 0.05% | 386 |
|
|
2023
Q2 | $40.4M | Buy |
780,017
+75,081
| +11% | +$3.89M | 0.07% | 292 |
|
|
2023
Q1 | $39.4M | Buy |
704,936
+306,286
| +77% | +$17.1M | 0.07% | 298 |
|
|
2022
Q4 | $24.4M | Sell |
398,650
-16,372
| -4% | -$1M | 0.05% | 393 |
|
|
2022
Q3 | $28.7M | Buy |
415,022
+74,300
| +22% | +$5.14M | 0.06% | 339 |
|
|
2022
Q2 | $27.1M | Buy |
340,722
+171,999
| +102% | +$13.7M | 0.06% | 363 |
|
|
2022
Q1 | $14.3M | Buy |
168,723
+12,002
| +8% | +$1.02M | 0.03% | 625 |
|
|
2021
Q4 | $12.2M | Buy |
156,721
+20,586
| +15% | +$1.61M | 0.02% | 703 |
|
|
2021
Q3 | $9.91M | Sell |
136,135
-18,480
| -12% | -$1.35M | 0.02% | 745 |
|
|
2021
Q2 | $11.3M | Buy |
154,615
+43,729
| +39% | +$3.21M | 0.03% | 663 |
|
|
2021
Q1 | $8.39M | Sell |
110,886
-67,675
| -38% | -$5.12M | 0.02% | 753 |
|
|
2020
Q4 | $13.4M | Sell |
178,561
-20,739
| -10% | -$1.56M | 0.03% | 513 |
|
|
2020
Q3 | $15.7M | Buy |
199,300
+52,344
| +36% | +$4.12M | 0.05% | 382 |
|
|
2020
Q2 | $11.9M | Sell |
146,956
-22,292
| -13% | -$1.8M | 0.04% | 473 |
|
|
2020
Q1 | $12.3M | Sell |
169,248
-21,309
| -11% | -$1.55M | 0.05% | 392 |
|
|
2019
Q4 | $15.8M | Buy |
190,557
+45,699
| +32% | +$3.78M | 0.05% | 397 |
|
|
2019
Q3 | $11.8M | Buy |
144,858
+4,080
| +3% | +$332K | 0.03% | 524 |
|
|
2019
Q2 | $10.9M | Buy |
140,778
+48,389
| +52% | +$3.76M | 0.04% | 540 |
|
|
2019
Q1 | $7.08M | Buy |
92,389
+13,197
| +17% | +$1.01M | 0.02% | 726 |
|
|
2018
Q4 | $5.57M | Buy |
79,192
+149
| +0.2% | +$10.5K | 0.02% | 840 |
|
|
2018
Q3 | $5.56M | Sell |
79,043
-20,153
| -20% | -$1.42M | 0.02% | 803 |
|
|
2018
Q2 | $6.76M | Sell |
99,196
-22,883
| -19% | -$1.56M | 0.02% | 767 |
|
|
2018
Q1 | $8.23M | Buy |
122,079
+54,264
| +80% | +$3.66M | 0.03% | 595 |
|
|
2017
Q4 | $5.5M | Sell |
67,815
-44,764
| -40% | -$3.63M | 0.02% | 864 |
|
|
2017
Q3 | $8.66M | Buy |
112,579
+4,881
| +5% | +$376K | 0.03% | 653 |
|
|
2017
Q2 | $8.25M | Buy |
107,698
+22,912
| +27% | +$1.76M | 0.03% | 630 |
|
|
2017
Q1 | $6.58M | Buy |
84,786
+42,031
| +98% | +$3.26M | 0.03% | 675 |
|
|
2016
Q4 | $3.28M | Sell |
42,755
-24,884
| -37% | -$1.91M | 0.02% | 953 |
|
|
2016
Q3 | $5.02M | Sell |
67,639
-9,763
| -13% | -$725K | 0.03% | 705 |
|
|
2016
Q2 | $6.03M | Buy |
77,402
+20,487
| +36% | +$1.6M | 0.04% | 585 |
|
|
2016
Q1 | $4.28M | Sell |
56,915
-20,350
| -26% | -$1.53M | 0.03% | 675 |
|
|
2015
Q4 | $5.23M | Buy |
77,265
+15,222
| +25% | +$1.03M | 0.03% | 639 |
|
|
2015
Q3 | $4.37M | Sell |
62,043
-19,489
| -24% | -$1.37M | 0.04% | 496 |
|
|
2015
Q2 | $5.45M | Sell |
81,532
-17,772
| -18% | -$1.19M | 0.05% | 439 |
|
|
2015
Q1 | $7.03M | Sell |
99,304
-24,630
| -20% | -$1.74M | 0.06% | 369 |
|
|
2014
Q4 | $9.53M | Buy |
+123,934
| New | +$9.53M | 0.08% | 280 |
|