Athena 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 | $225K | Buy |
+3,988
| New | +$225K | 0.13% | 139 |
|
|
2024
Q4 | – | Sell |
-4,288
| Closed | -$248K | – | 155 |
|
|
2024
Q3 | $248K | Sell |
4,288
-138
| -3% | -$7.98K | 0.14% | 133 |
|
|
2024
Q2 | $217K | Sell |
4,426
-49
| -1% | -$2.4K | 0.13% | 140 |
|
|
2024
Q1 | $220K | Buy |
+4,475
| New | +$220K | 0.13% | 138 |
|
|
2023
Q3 | – | Sell |
-4,473
| Closed | -$232K | – | 137 |
|
|
2023
Q2 | $232K | Sell |
4,473
-40
| -0.9% | -$2.07K | 0.16% | 127 |
|
|
2023
Q1 | $252K | Buy |
4,513
+191
| +4% | +$10.7K | 0.18% | 120 |
|
|
2022
Q4 | $265K | Sell |
4,322
-213
| -5% | -$13.1K | 0.19% | 117 |
|
|
2022
Q3 | $313K | Hold |
4,535
| – | – | 0.26% | 92 |
|
|
2022
Q2 | $362K | Buy |
4,535
+378
| +9% | +$30.2K | 0.29% | 85 |
|
|
2022
Q1 | $350K | Buy |
+4,157
| New | +$350K | 0.27% | 81 |
|