Virtus Investment Advisers’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 | $179K | Buy |
3,164
+371
| +13% | +$21K | 0.06% | 245 |
|
|
2025
Q1 | $157K | Buy |
+2,793
| New | +$157K | 0.04% | 316 |
|
|
2023
Q2 | – | Sell |
-2,546
| Closed | -$142K | – | 273 |
|
|
2023
Q1 | $142K | Hold |
2,546
| – | – | 0.1% | 219 |
|
|
2022
Q4 | $156K | Hold |
2,546
| – | – | 0.1% | 222 |
|
|
2022
Q3 | $176K | Buy |
+2,546
| New | +$176K | 0.08% | 219 |
|
|
2017
Q4 | – | Sell |
-37,846
| Closed | -$2.91M | – | 510 |
|
|
2017
Q3 | $2.91M | Sell |
37,846
-5,619
| -13% | -$432K | 0.31% | 117 |
|
|
2017
Q2 | $3.33M | Buy |
43,465
+27,337
| +170% | +$2.1M | 0.33% | 105 |
|
|
2017
Q1 | $1.25M | Sell |
16,128
-39,680
| -71% | -$3.08M | 0.11% | 213 |
|
|
2016
Q4 | $4.27M | Sell |
55,808
-58,809
| -51% | -$4.5M | 0.33% | 104 |
|
|
2016
Q3 | $8.51M | Buy |
+114,617
| New | +$8.51M | 0.54% | 46 |
|