Waters Parkerson & Co’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 | $996K | Hold |
17,626
| – | – | 0.05% | 101 |
|
|
2025
Q1 | $988K | Hold |
17,626
| – | – | 0.05% | 100 |
|
|
2024
Q4 | $949K | Hold |
17,626
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $1.02M | Sell |
17,626
-1,100
| -6% | -$63.6K | 0.05% | 96 |
|
|
2024
Q2 | $918K | Sell |
18,726
-350
| -2% | -$17.2K | 0.05% | 95 |
|
|
2024
Q1 | $938K | Sell |
19,076
-184
| -1% | -$9.05K | 0.05% | 96 |
|
|
2023
Q4 | $905K | Sell |
19,260
-166
| -0.9% | -$7.8K | 0.05% | 96 |
|
|
2023
Q3 | $868K | Sell |
19,426
-100
| -0.5% | -$4.47K | 0.05% | 98 |
|
|
2023
Q2 | $1.01M | Sell |
19,526
-400
| -2% | -$20.7K | 0.06% | 92 |
|
|
2023
Q1 | $1.11M | Buy |
19,926
+1,150
| +6% | +$64.3K | 0.07% | 88 |
|
|
2022
Q4 | $1.15M | Buy |
18,776
+9,564
| +104% | +$586K | 0.07% | 89 |
|
|
2022
Q3 | $637K | Sell |
9,212
-300
| -3% | -$20.7K | 0.04% | 103 |
|
|
2022
Q2 | $759K | Hold |
9,512
| – | – | 0.05% | 98 |
|
|
2022
Q1 | $808K | Hold |
9,512
| – | – | 0.05% | 97 |
|
|
2021
Q4 | $747K | Sell |
9,512
-11,068
| -54% | -$869K | 0.04% | 104 |
|
|
2021
Q3 | $1.5M | Buy |
20,580
+350
| +2% | +$25.6K | 0.09% | 83 |
|
|
2021
Q2 | $1.49M | Sell |
20,230
-158
| -0.8% | -$11.6K | 0.09% | 82 |
|
|
2021
Q1 | $1.55M | Buy |
20,388
+537
| +3% | +$40.8K | 0.1% | 76 |
|
|
2020
Q4 | $1.49M | Sell |
19,851
-443
| -2% | -$33.3K | 0.1% | 77 |
|
|
2020
Q3 | $1.6M | Buy |
20,294
+141
| +0.7% | +$11.1K | 0.12% | 69 |
|
|
2020
Q2 | $1.64M | Sell |
20,153
-280
| -1% | -$22.7K | 0.13% | 67 |
|
|
2020
Q1 | $1.48M | Buy |
20,433
+215
| +1% | +$15.5K | 0.14% | 69 |
|
|
2019
Q4 | $1.67M | Buy |
20,218
+110
| +0.5% | +$9.11K | 0.13% | 72 |
|
|
2019
Q3 | $1.63M | Hold |
20,108
| – | – | 0.13% | 72 |
|
|
2019
Q2 | $1.56M | Hold |
20,108
| – | – | 0.13% | 71 |
|
|
2019
Q1 | $1.54M | Sell |
20,108
-750
| -4% | -$57.5K | 0.13% | 71 |
|
|
2018
Q4 | $1.49M | Hold |
20,858
| – | – | 0.14% | 67 |
|
|
2018
Q3 | $1.47M | Sell |
20,858
-4,328
| -17% | -$304K | 0.12% | 72 |
|
|
2018
Q2 | $1.72M | Hold |
25,186
| – | – | 0.15% | 67 |
|
|
2018
Q1 | $1.7M | Sell |
25,186
-5,446
| -18% | -$367K | 0.15% | 66 |
|
|
2017
Q4 | $2.48M | Hold |
30,632
| – | – | 0.21% | 63 |
|
|
2017
Q3 | $2.36M | Buy |
30,632
+1,000
| +3% | +$76.9K | 0.21% | 64 |
|
|
2017
Q2 | $2.27M | Hold |
29,632
| – | – | 0.21% | 66 |
|
|
2017
Q1 | $2.3M | Sell |
29,632
-496
| -2% | -$38.5K | 0.22% | 63 |
|
|
2016
Q4 | $2.31M | Sell |
30,128
-304
| -1% | -$23.3K | 0.23% | 62 |
|
|
2016
Q3 | $2.26M | Sell |
30,432
-400
| -1% | -$29.7K | 0.23% | 63 |
|
|
2016
Q2 | $2.4M | Buy |
30,832
+5,112
| +20% | +$398K | 0.26% | 62 |
|
|
2016
Q1 | $1.93M | Hold |
25,720
| – | – | 0.21% | 65 |
|
|
2015
Q4 | $1.74M | Hold |
25,720
| – | – | 0.2% | 68 |
|
|
2015
Q3 | $1.81M | Buy |
25,720
+650
| +3% | +$45.7K | 0.23% | 62 |
|
|
2015
Q2 | $1.68M | Sell |
25,070
-450
| -2% | -$30.1K | 0.2% | 68 |
|
|
2015
Q1 | $1.81M | Buy |
25,520
+728
| +3% | +$51.6K | 0.21% | 68 |
|
|
2014
Q4 | $1.91M | Sell |
24,792
-2,500
| -9% | -$192K | 0.23% | 64 |
|
|
2014
Q3 | $1.89M | Buy |
27,292
+2,860
| +12% | +$198K | 0.23% | 64 |
|
|
2014
Q2 | $1.75M | Hold |
24,432
| – | – | 0.21% | 65 |
|
|
2014
Q1 | $1.73M | Hold |
24,432
| – | – | 0.21% | 65 |
|
|
2013
Q4 | $1.58M | Sell |
24,432
-536
| -2% | -$34.7K | 0.19% | 67 |
|
|
2013
Q3 | $1.56M | Buy |
24,968
+11,068
| +80% | +$692K | 0.21% | 66 |
|
|
2013
Q2 | $790K | Buy |
+13,900
| New | +$790K | 0.11% | 74 |
|