Vista Investment Management’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 | $837K | Hold |
14,806
| – | – | 0.31% | 94 |
|
2025
Q1 | $830K | Hold |
14,806
| – | – | 0.32% | 92 |
|
2024
Q4 | $797K | Hold |
14,806
| – | – | 0.3% | 96 |
|
2024
Q3 | $856K | Hold |
14,806
| – | – | 0.32% | 89 |
|
2024
Q2 | $725K | Hold |
14,806
| – | – | 0.29% | 95 |
|
2024
Q1 | $728K | Buy |
+14,806
| New | +$728K | 0.3% | 95 |
|