Wealth Enhancement Advisory Services’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
315,022
+49,282
| +19% | +$2.8M | 0.03% | 452 |
|
|
2025
Q1 | $14.9M | Buy |
265,740
+21,991
| +9% | +$1.23M | 0.03% | 480 |
|
|
2024
Q4 | $13.1M | Buy |
243,749
+135,637
| +125% | +$7.31M | 0.03% | 488 |
|
|
2024
Q3 | $6.25M | Sell |
108,112
-5,527
| -5% | -$319K | 0.01% | 660 |
|
|
2024
Q2 | $5.57M | Buy |
113,639
+3,990
| +4% | +$196K | 0.01% | 659 |
|
|
2024
Q1 | $5.39M | Buy |
109,649
+7,670
| +8% | +$377K | 0.01% | 641 |
|
|
2023
Q4 | $4.79M | Sell |
101,979
-11,039
| -10% | -$519K | 0.01% | 623 |
|
|
2023
Q3 | $5.05M | Buy |
113,018
+103,515
| +1,089% | +$4.62M | 0.02% | 580 |
|
|
2023
Q2 | $492K | Buy |
+9,503
| New | +$492K | 0.01% | 354 |
|
|
2023
Q1 | – | Sell |
-51,410
| Closed | -$3.22M | – | 529 |
|
|
2022
Q4 | $3.22M | Sell |
51,410
-4,595
| -8% | -$288K | 0.04% | 147 |
|
|
2022
Q3 | $3.61M | Buy |
56,005
+13,592
| +32% | +$875K | 0.05% | 138 |
|
|
2022
Q2 | $3.37M | Buy |
+42,413
| New | +$3.37M | 0.05% | 163 |
|
|
2020
Q2 | – | Sell |
-40,372
| Closed | -$3.2M | – | 221 |
|
|
2020
Q1 | $3.2M | Buy |
40,372
+11,957
| +42% | +$948K | 0.11% | 81 |
|
|
2019
Q4 | $2.35M | Sell |
28,415
-26,930
| -49% | -$2.23M | 0.08% | 98 |
|
|
2019
Q3 | $4.53M | Buy |
55,345
+40,813
| +281% | +$3.34M | 0.18% | 59 |
|
|
2019
Q2 | $1.09M | Buy |
+14,532
| New | +$1.09M | 0.05% | 151 |
|
|
2019
Q1 | – | Sell |
-24,081
| Closed | -$1.66M | – | 188 |
|
|
2018
Q4 | $1.66M | Buy |
+24,081
| New | +$1.66M | 0.1% | 77 |
|
|
2016
Q3 | – | Sell |
-25,756
| Closed | -$2.01M | – | 144 |
|
|
2016
Q2 | $2.01M | Buy |
25,756
+2,975
| +13% | +$232K | 0.36% | 38 |
|
|
2016
Q1 | $1.7M | Buy |
22,781
+2,297
| +11% | +$172K | 0.35% | 39 |
|
|
2015
Q4 | $1.39M | Buy |
20,484
+2,535
| +14% | +$172K | 0.35% | 50 |
|
|
2015
Q3 | $1.27M | Buy |
17,949
+2,743
| +18% | +$194K | 0.39% | 49 |
|
|
2015
Q2 | $1.02M | Buy |
15,206
+1,929
| +15% | +$129K | 0.31% | 50 |
|
|
2015
Q1 | $941K | Buy |
13,277
+1,783
| +16% | +$126K | 0.36% | 51 |
|
|
2014
Q4 | $884K | Buy |
+11,494
| New | +$884K | 0.35% | 52 |
|