Carret Asset Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
|
|||||
|
2025
Q1 | $2.26M | Sell |
|
|||||
|
2024
Q4 | $2.18M | Sell |
|
|||||
|
2024
Q3 | $2.5M | Sell |
|
|||||
|
2024
Q2 | $2.23M | Buy |
|
|||||
|
2024
Q1 | $2.24M | Sell |
|
|||||
|
2023
Q4 | $2.23M | Sell |
|
|||||
|
2023
Q3 | $2.38M | Sell |
|
|||||
|
2023
Q2 | $3M | Buy |
|
|||||
|
2023
Q1 | $3.14M | Sell |
|
|||||
|
2022
Q4 | $3.56M | Buy |
|
|||||
|
2022
Q3 | $4.01M | Sell |
|
|||||
|
2022
Q2 | $4.64M | Sell |
|
|||||
|
2022
Q1 | $5.04M | Sell |
|
|||||
|
2021
Q4 | $4.67M | Sell |
|
|||||
|
2021
Q3 | $4.36M | Sell |
|
|||||
|
2021
Q2 | $4.45M | Sell |
|
|||||
|
2021
Q1 | $4.61M | Buy |
|
|||||
|
2020
Q4 | $4.57M | Sell |
|
|||||
|
2020
Q3 | $4.97M | Buy |
|
|||||
|
2020
Q2 | $5.09M | Buy |
|
|||||
|
2020
Q1 | $4.26M | Buy |
|
|||||
|
2019
Q4 | $4.22M | Buy |
|
|||||
|
2019
Q3 | $4.07M | Buy |
|
|||||
|
2019
Q2 | $3.77M | Sell |
|
|||||
|
2019
Q1 | $3.78M | Sell |
|
|||||
|
2018
Q4 | $3.56M | Sell |
|
|||||
|
2018
Q3 | $3.52M | Sell |
|
|||||
|
2018
Q2 | $3.43M | Buy |
|
|||||
|
2018
Q1 | $3.1M | Buy |
|
|||||
|
2017
Q4 | $3.71M | Sell |
|
|||||
|
2017
Q3 | $3.55M | Sell |
|
|||||
|
2017
Q2 | $3.6M | Buy |
|
|||||
|
2017
Q1 | $3.31M | Sell |
|
|||||
|
2016
Q4 | $3.27M | Sell |
|
|||||
|
2016
Q3 | $3.54M | Sell |
|
|||||
|
2016
Q2 | $3.8M | Sell |
|
|||||
|
2016
Q1 | $3.71M | Sell |
|
|||||
|
2015
Q4 | $3.38M | Sell |
|
|||||
|
2015
Q3 | $3.55M | Sell |
|
|||||
|
2015
Q2 | $3.39M | Sell |
|
|||||
|
2015
Q1 | $3.69M | Sell |
|
|||||
|
2014
Q4 | $4.18M | Sell |
|
|||||
|
2014
Q3 | $3.99M | Sell |
|
|||||
|
2014
Q2 | $4.39M | Sell |
|
|||||
|
2014
Q1 | $5.67M | Sell |
|
|||||
|
2013
Q4 | $5.44M | Sell |
|
|||||
|
2013
Q3 | $5.42M | Sell |
|
|||||
|
2013
Q2 | $5.14M | Buy |
|