Summit Global 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 | $2.79M | Buy |
49,416
+830
| +2% | +$46.9K | 0.16% | 92 |
|
|
2025
Q1 | $2.72M | Buy |
+48,586
| New | +$2.72M | 0.2% | 73 |
|
|
2022
Q4 | – | Sell |
-5,282
| Closed | -$365K | – | 464 |
|
|
2022
Q3 | $365K | Buy |
5,282
+1,384
| +36% | +$95.6K | 0.03% | 373 |
|
|
2022
Q2 | $311K | Sell |
3,898
-116
| -3% | -$9.26K | 0.03% | 392 |
|
|
2022
Q1 | $341K | Sell |
4,014
-18,509
| -82% | -$1.57M | 0.03% | 388 |
|
|
2021
Q4 | $1.77M | Sell |
22,523
-21,794
| -49% | -$1.71M | 0.11% | 157 |
|
|
2021
Q3 | $3.24M | Sell |
44,317
-31,878
| -42% | -$2.33M | 0.24% | 90 |
|
|
2021
Q2 | $5.61M | Buy |
76,195
+26,788
| +54% | +$1.97M | 0.34% | 63 |
|
|
2021
Q1 | $3.75M | Buy |
49,407
+4,446
| +10% | +$338K | 0.24% | 80 |
|
|
2020
Q4 | $3.38M | Buy |
44,961
+41,484
| +1,193% | +$3.12M | 0.34% | 69 |
|
|
2020
Q3 | $274K | Buy |
3,477
+919
| +36% | +$72.4K | 0.03% | 224 |
|
|
2020
Q2 | $208K | Buy |
+2,558
| New | +$208K | 0.02% | 229 |
|
|
2018
Q1 | – | Sell |
-15,336
| Closed | -$1.24M | – | 283 |
|
|
2017
Q4 | $1.24M | Sell |
15,336
-12,235
| -44% | -$992K | 0.19% | 81 |
|
|
2017
Q3 | $2.12M | Buy |
27,571
+14,247
| +107% | +$1.1M | 0.33% | 63 |
|
|
2017
Q2 | $1.02M | Sell |
13,324
-3,048
| -19% | -$234K | 0.31% | 67 |
|
|
2017
Q1 | $1.27M | Sell |
16,372
-227
| -1% | -$17.6K | 0.41% | 65 |
|
|
2016
Q4 | $1.27M | Buy |
+16,599
| New | +$1.27M | 0.46% | 63 |
|