Beese Fulmer 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 | $1.94M | Buy |
34,358
+497
| +1% | +$28.1K | 0.14% | 106 |
|
|
2025
Q1 | $1.9M | Buy |
33,861
+249
| +0.7% | +$14K | 0.16% | 88 |
|
|
2024
Q4 | $1.81M | Sell |
33,612
-419
| -1% | -$22.6K | 0.15% | 90 |
|
|
2024
Q3 | $1.97M | Sell |
34,031
-2,581
| -7% | -$149K | 0.17% | 87 |
|
|
2024
Q2 | $1.79M | Sell |
36,612
-226
| -0.6% | -$11.1K | 0.16% | 89 |
|
|
2024
Q1 | $1.81M | Sell |
36,838
-1,370
| -4% | -$67.4K | 0.17% | 92 |
|
|
2023
Q4 | $1.8M | Sell |
38,208
-3,403
| -8% | -$160K | 0.19% | 90 |
|
|
2023
Q3 | $1.86M | Sell |
41,611
-2,380
| -5% | -$106K | 0.21% | 88 |
|
|
2023
Q2 | $2.28M | Sell |
43,991
-1,827
| -4% | -$94.6K | 0.25% | 80 |
|
|
2023
Q1 | $2.56M | Sell |
45,818
-2,139
| -4% | -$120K | 0.29% | 78 |
|
|
2022
Q4 | $2.94M | Sell |
47,957
-802
| -2% | -$49.2K | 0.35% | 72 |
|
|
2022
Q3 | $3.37M | Buy |
48,759
+1,670
| +4% | +$115K | 0.45% | 62 |
|
|
2022
Q2 | $3.76M | Buy |
47,089
+982
| +2% | +$78.4K | 0.48% | 62 |
|
|
2022
Q1 | $3.92M | Sell |
46,107
-1,792
| -4% | -$152K | 0.42% | 66 |
|
|
2021
Q4 | $3.76M | Sell |
47,899
-268
| -0.6% | -$21.1K | 0.39% | 69 |
|
|
2021
Q3 | $3.52M | Sell |
48,167
-120
| -0.2% | -$8.76K | 0.4% | 70 |
|
|
2021
Q2 | $3.55M | Sell |
48,287
-979
| -2% | -$72K | 0.4% | 71 |
|
|
2021
Q1 | $3.74M | Sell |
49,266
-700
| -1% | -$53.2K | 0.45% | 67 |
|
|
2020
Q4 | $3.76M | Sell |
49,966
-990
| -2% | -$74.4K | 0.48% | 62 |
|
|
2020
Q3 | $4.02M | Sell |
50,956
-535
| -1% | -$42.2K | 0.57% | 55 |
|
|
2020
Q2 | $4.18M | Buy |
51,491
+25
| +0% | +$2.03K | 0.62% | 56 |
|
|
2020
Q1 | $3.72M | Sell |
51,466
-1,726
| -3% | -$125K | 0.66% | 53 |
|
|
2019
Q4 | $4.41M | Buy |
53,192
+1,145
| +2% | +$94.8K | 0.62% | 58 |
|
|
2019
Q3 | $4.22M | Buy |
52,047
+6,000
| +13% | +$486K | 0.63% | 59 |
|
|
2019
Q2 | $3.56M | Buy |
46,047
+100
| +0.2% | +$7.73K | 0.67% | 58 |
|
|
2019
Q1 | $3.52M | Buy |
45,947
+332
| +0.7% | +$25.4K | 0.69% | 55 |
|
|
2018
Q4 | $3.26M | Hold |
45,615
| – | – | 0.73% | 53 |
|
|
2018
Q3 | $3.21M | Sell |
45,615
-332
| -0.7% | -$23.3K | 0.63% | 60 |
|
|
2018
Q2 | $3.13M | Buy |
45,947
+700
| +2% | +$47.7K | 0.66% | 58 |
|
|
2018
Q1 | $3.05M | Sell |
45,247
-162
| -0.4% | -$10.9K | 0.67% | 59 |
|
|
2017
Q4 | $3.68M | Sell |
45,409
-170
| -0.4% | -$13.8K | 0.79% | 52 |
|
|
2017
Q3 | $3.51M | Hold |
45,579
| – | – | 0.8% | 51 |
|
|
2017
Q2 | $3.49M | Sell |
45,579
-719
| -2% | -$55.1K | 0.83% | 48 |
|
|
2017
Q1 | $3.59M | Sell |
46,298
-572
| -1% | -$44.4K | 0.87% | 46 |
|
|
2016
Q4 | $3.59M | Sell |
46,870
-764
| -2% | -$58.5K | 0.93% | 45 |
|
|
2016
Q3 | $3.54M | Buy |
47,634
+330
| +0.7% | +$24.5K | 0.95% | 45 |
|
|
2016
Q2 | $3.69M | Buy |
47,304
+52
| +0.1% | +$4.05K | 1.05% | 41 |
|
|
2016
Q1 | $3.45M | Buy |
47,252
+425
| +0.9% | +$31K | 1.01% | 41 |
|
|
2015
Q4 | $3.17M | Buy |
46,827
+82
| +0.2% | +$5.55K | 0.98% | 42 |
|
|
2015
Q3 | $3.29M | Buy |
46,745
+942
| +2% | +$66.3K | 1.08% | 37 |
|
|
2015
Q2 | $3.06M | Sell |
45,803
-935
| -2% | -$62.5K | 0.99% | 44 |
|
|
2015
Q1 | $3.31M | Sell |
46,738
-1,725
| -4% | -$122K | 1.11% | 35 |
|
|
2014
Q4 | $3.73M | Sell |
48,463
-1,525
| -3% | -$117K | 1.17% | 31 |
|
|
2014
Q3 | $3.45M | Sell |
49,988
-427
| -0.8% | -$29.5K | 1.12% | 32 |
|
|
2014
Q2 | $3.61M | Sell |
50,415
-3,646
| -7% | -$261K | 1.17% | 30 |
|
|
2014
Q1 | $3.84M | Sell |
54,061
-482
| -0.9% | -$34.2K | 1.33% | 25 |
|
|
2013
Q4 | $3.53M | Buy |
54,543
+425
| +0.8% | +$27.5K | 1.25% | 26 |
|
|
2013
Q3 | $3.38M | Buy |
54,118
+1,281
| +2% | +$80K | 1.33% | 25 |
|
|
2013
Q2 | $3M | Buy |
+52,837
| New | +$3M | 1.29% | 25 |
|