Wells Fargo’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 | $125M | Buy |
2,208,104
+123,193
| +6% | +$6.96M | 0.03% | 466 |
|
2025
Q1 | $117M | Sell |
2,084,911
-2,175,428
| -51% | -$122M | 0.03% | 449 |
|
2024
Q4 | $229M | Buy |
4,260,339
+4,852
| +0.1% | +$261K | 0.05% | 279 |
|
2024
Q3 | $246M | Sell |
4,255,487
-470,372
| -10% | -$27.2M | 0.06% | 266 |
|
2024
Q2 | $232M | Sell |
4,725,859
-114,320
| -2% | -$5.6M | 0.06% | 269 |
|
2024
Q1 | $238M | Buy |
4,840,179
+441,480
| +10% | +$21.7M | 0.06% | 263 |
|
2023
Q4 | $207M | Buy |
4,398,699
+1,305,664
| +42% | +$61.4M | 0.05% | 275 |
|
2023
Q3 | $138M | Sell |
3,093,035
-722,503
| -19% | -$32.3M | 0.04% | 328 |
|
2023
Q2 | $198M | Buy |
3,815,538
+200,760
| +6% | +$10.4M | 0.05% | 274 |
|
2023
Q1 | $202M | Buy |
3,614,778
+242,314
| +7% | +$13.5M | 0.06% | 259 |
|
2022
Q4 | $207M | Sell |
3,372,464
-141,606
| -4% | -$8.68M | 0.06% | 255 |
|
2022
Q3 | $243M | Buy |
3,514,070
+196,605
| +6% | +$13.6M | 0.08% | 218 |
|
2022
Q2 | $265M | Sell |
3,317,465
-157,364
| -5% | -$12.6M | 0.08% | 210 |
|
2022
Q1 | $295M | Buy |
3,474,829
+136,710
| +4% | +$11.6M | 0.08% | 222 |
|
2021
Q4 | $262M | Sell |
3,338,119
-494,508
| -13% | -$38.8M | 0.07% | 234 |
|
2021
Q3 | $280M | Buy |
3,832,627
+250,911
| +7% | +$18.3M | 0.06% | 295 |
|
2021
Q2 | $264M | Sell |
3,581,716
-16,025
| -0.4% | -$1.18M | 0.06% | 310 |
|
2021
Q1 | $273M | Sell |
3,597,741
-268,872
| -7% | -$20.4M | 0.06% | 299 |
|
2020
Q4 | $291M | Buy |
3,866,613
+125,421
| +3% | +$9.43M | 0.07% | 270 |
|
2020
Q3 | $295M | Sell |
3,741,192
-2,631,204
| -41% | -$208M | 0.08% | 236 |
|
2020
Q2 | $517M | Sell |
6,372,396
-178,760
| -3% | -$14.5M | 0.15% | 145 |
|
2020
Q1 | $473M | Sell |
6,551,156
-879,752
| -12% | -$63.5M | 0.16% | 138 |
|
2019
Q4 | $615M | Buy |
7,430,908
+666,527
| +10% | +$55.2M | 0.17% | 133 |
|
2019
Q3 | $548M | Buy |
6,764,381
+305,916
| +5% | +$24.8M | 0.16% | 140 |
|
2019
Q2 | $499M | Buy |
6,458,465
+536,816
| +9% | +$41.5M | 0.14% | 149 |
|
2019
Q1 | $454M | Buy |
5,921,649
+180,761
| +3% | +$13.9M | 0.14% | 155 |
|
2018
Q4 | $410M | Buy |
5,740,888
+247,277
| +5% | +$17.7M | 0.14% | 152 |
|
2018
Q3 | $386M | Sell |
5,493,611
-21,273
| -0.4% | -$1.5M | 0.11% | 186 |
|
2018
Q2 | $376M | Sell |
5,514,884
-116,969
| -2% | -$7.97M | 0.11% | 185 |
|
2018
Q1 | $380M | Sell |
5,631,853
-1,000,911
| -15% | -$67.5M | 0.11% | 186 |
|
2017
Q4 | $538M | Buy |
6,632,764
+277,694
| +4% | +$22.5M | 0.16% | 146 |
|
2017
Q3 | $489M | Buy |
6,355,070
+244,870
| +4% | +$18.8M | 0.15% | 149 |
|
2017
Q2 | $468M | Buy |
6,110,200
+1,209,768
| +25% | +$92.7M | 0.15% | 152 |
|
2017
Q1 | $380M | Buy |
4,900,432
+949,647
| +24% | +$73.7M | 0.12% | 169 |
|
2016
Q4 | $303M | Buy |
3,950,785
+232,543
| +6% | +$17.8M | 0.11% | 200 |
|
2016
Q3 | $276M | Buy |
3,718,242
+246,294
| +7% | +$18.3M | 0.1% | 216 |
|
2016
Q2 | $271M | Buy |
3,471,948
+22,216
| +0.6% | +$1.73M | 0.1% | 205 |
|
2016
Q1 | $259M | Buy |
3,449,732
+231,319
| +7% | +$17.4M | 0.1% | 217 |
|
2015
Q4 | $218M | Buy |
3,218,413
+160,910
| +5% | +$10.9M | 0.09% | 265 |
|
2015
Q3 | $215M | Buy |
3,057,503
+56,272
| +2% | +$3.96M | 0.09% | 247 |
|
2015
Q2 | $201M | Buy |
3,001,231
+38,755
| +1% | +$2.59M | 0.08% | 286 |
|
2015
Q1 | $210M | Buy |
2,962,476
+16,979
| +0.6% | +$1.2M | 0.08% | 275 |
|
2014
Q4 | $227M | Buy |
2,945,497
+193,146
| +7% | +$14.9M | 0.09% | 263 |
|
2014
Q3 | $190M | Buy |
2,752,351
+211,084
| +8% | +$14.6M | 0.08% | 290 |
|
2014
Q2 | $182M | Sell |
2,541,267
-141,450
| -5% | -$10.1M | 0.07% | 311 |
|
2014
Q1 | $190M | Buy |
2,682,717
+326,315
| +14% | +$23.2M | 0.08% | 292 |
|
2013
Q4 | $152M | Buy |
2,356,402
+119,324
| +5% | +$7.72M | 0.07% | 333 |
|
2013
Q3 | $140M | Buy |
2,237,078
+319,051
| +17% | +$19.9M | 0.07% | 332 |
|
2013
Q2 | $109M | Buy |
+1,918,027
| New | +$109M | 0.06% | 366 |
|