Vaughan David Investments’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
566,004
+15,499
| +3% | +$876K | 0.71% | 74 |
|
|
2025
Q1 | $30.9M | Buy |
550,505
+7,993
| +1% | +$448K | 0.72% | 80 |
|
|
2024
Q4 | $29.2M | Buy |
542,512
+10,913
| +2% | +$588K | 0.69% | 79 |
|
|
2024
Q3 | $30.7M | Buy |
531,599
+19,248
| +4% | +$1.11M | 0.71% | 81 |
|
|
2024
Q2 | $25.1M | Buy |
512,351
+19,415
| +4% | +$951K | 0.64% | 82 |
|
|
2024
Q1 | $24.2M | Buy |
492,936
+11,197
| +2% | +$551K | 0.6% | 84 |
|
|
2023
Q4 | $22.6M | Sell |
481,739
-13,781
| -3% | -$648K | 0.62% | 83 |
|
|
2023
Q3 | $22.1M | Buy |
495,520
+20,236
| +4% | +$904K | 0.67% | 81 |
|
|
2023
Q2 | $24.6M | Buy |
475,284
+11,262
| +2% | +$583K | 0.72% | 77 |
|
|
2023
Q1 | $25.9M | Buy |
464,022
+24,430
| +6% | +$1.37M | 0.79% | 73 |
|
|
2022
Q4 | $27M | Buy |
439,592
+25,130
| +6% | +$1.54M | 0.8% | 73 |
|
|
2022
Q3 | $28.6M | Buy |
414,462
+6,443
| +2% | +$445K | 0.96% | 53 |
|
|
2022
Q2 | $32.6M | Buy |
408,019
+15,274
| +4% | +$1.22M | 1.04% | 49 |
|
|
2022
Q1 | $33.4M | Buy |
392,745
+4,817
| +1% | +$409K | 0.98% | 53 |
|
|
2021
Q4 | $30.5M | Buy |
387,928
+10,868
| +3% | +$854K | 0.89% | 61 |
|
|
2021
Q3 | $27.5M | Buy |
377,060
+11,205
| +3% | +$818K | 0.88% | 67 |
|
|
2021
Q2 | $26.9M | Buy |
365,855
+16,155
| +5% | +$1.19M | 0.84% | 74 |
|
|
2021
Q1 | $26.6M | Buy |
349,700
+17,309
| +5% | +$1.31M | 0.84% | 67 |
|
|
2020
Q4 | $25M | Buy |
332,391
+13,122
| +4% | +$987K | 0.86% | 61 |
|
|
2020
Q3 | $25.2M | Buy |
319,269
+5,743
| +2% | +$453K | 0.98% | 45 |
|
|
2020
Q2 | $25.5M | Buy |
313,526
+4,619
| +1% | +$375K | 1.04% | 40 |
|
|
2020
Q1 | $22.3M | Buy |
308,907
+4,391
| +1% | +$317K | 1.04% | 36 |
|
|
2019
Q4 | $25.2M | Buy |
304,516
+2,012
| +0.7% | +$167K | 0.92% | 54 |
|
|
2019
Q3 | $24.5M | Buy |
302,504
+1,853
| +0.6% | +$150K | 0.94% | 53 |
|
|
2019
Q2 | $23.2M | Buy |
300,651
+7,206
| +2% | +$557K | 0.92% | 60 |
|
|
2019
Q1 | $22.5M | Buy |
293,445
+12,127
| +4% | +$930K | 0.95% | 56 |
|
|
2018
Q4 | $20.1M | Sell |
281,318
-20,010
| -7% | -$1.43M | 0.94% | 54 |
|
|
2018
Q3 | $21.2M | Buy |
301,328
+3,931
| +1% | +$276K | 0.89% | 59 |
|
|
2018
Q2 | $20.3M | Buy |
297,397
+13,433
| +5% | +$916K | 0.94% | 62 |
|
|
2018
Q1 | $19.1M | Buy |
283,964
+8,370
| +3% | +$564K | 0.91% | 66 |
|
|
2017
Q4 | $22.3M | Buy |
275,594
+10,655
| +4% | +$864K | 1.04% | 54 |
|
|
2017
Q3 | $20.4M | Sell |
264,939
-540
| -0.2% | -$41.5K | 1% | 63 |
|
|
2017
Q2 | $20.3M | Buy |
265,479
+3,334
| +1% | +$255K | 1.02% | 56 |
|
|
2017
Q1 | $20.3M | Buy |
262,145
+4,688
| +2% | +$364K | 1.05% | 51 |
|
|
2016
Q4 | $19.7M | Buy |
257,457
+3,375
| +1% | +$258K | 1.05% | 51 |
|
|
2016
Q3 | $18.9M | Buy |
254,082
+3,010
| +1% | +$224K | 1.03% | 58 |
|
|
2016
Q2 | $19.6M | Buy |
251,072
+1,878
| +0.8% | +$146K | 1.08% | 51 |
|
|
2016
Q1 | $18.7M | Buy |
249,194
+705
| +0.3% | +$53K | 1.07% | 56 |
|
|
2015
Q4 | $16.8M | Buy |
248,489
+3,300
| +1% | +$223K | 1.01% | 59 |
|
|
2015
Q3 | $17.3M | Buy |
245,189
+2,210
| +0.9% | +$156K | 1.09% | 49 |
|
|
2015
Q2 | $16.2M | Buy |
242,979
+2,800
| +1% | +$187K | 0.96% | 61 |
|
|
2015
Q1 | $17M | Sell |
240,179
-470
| -0.2% | -$33.3K | 1.01% | 61 |
|
|
2014
Q4 | $18.5M | Sell |
240,649
-17,119
| -7% | -$1.32M | 1.07% | 55 |
|
|
2014
Q3 | $17.8M | Buy |
257,768
+600
| +0.2% | +$41.5K | 1.09% | 46 |
|
|
2014
Q2 | $18.4M | Sell |
257,168
-366
| -0.1% | -$26.2K | 1.1% | 47 |
|
|
2014
Q1 | $18.3M | Buy |
257,534
+1,076
| +0.4% | +$76.4K | 1.14% | 45 |
|
|
2013
Q4 | $16.6M | Sell |
256,458
-2,244
| -0.9% | -$145K | 1.07% | 51 |
|
|
2013
Q3 | $16.2M | Sell |
258,702
-473
| -0.2% | -$29.6K | 1.12% | 44 |
|
|
2013
Q2 | $14.7M | Buy |
+259,175
| New | +$14.7M | 1.04% | 60 |
|