World Investment Advisors’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 | $517K | Sell |
9,154
-7,830
| -46% | -$443K | 0.01% | 717 |
|
|
2025
Q1 | $952K | Sell |
16,984
-2,021
| -11% | -$113K | 0.02% | 522 |
|
|
2024
Q4 | $1.02M | Buy |
19,005
+5,217
| +38% | +$281K | 0.03% | 467 |
|
|
2024
Q3 | $797K | Buy |
13,788
+6,603
| +92% | +$382K | 0.03% | 472 |
|
|
2024
Q2 | $352K | Buy |
+7,185
| New | +$352K | 0.02% | 463 |
|