Charles Schwab
D icon

Charles Schwab’s Dominion Energy D Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$313M Buy
5,529,037
+146,128
+3% +$8.26M 0.05% 286
2025
Q1
$302M Buy
5,382,909
+68,749
+1% +$3.85M 0.06% 273
2024
Q4
$286M Buy
5,314,160
+149,231
+3% +$8.04M 0.05% 289
2024
Q3
$298M Buy
5,164,929
+43,055
+0.8% +$2.49M 0.06% 273
2024
Q2
$251M Buy
5,121,874
+109,942
+2% +$5.39M 0.05% 316
2024
Q1
$247M Buy
5,011,932
+126,908
+3% +$6.24M 0.06% 295
2023
Q4
$230M Buy
4,885,024
+187,726
+4% +$8.82M 0.06% 291
2023
Q3
$210M Buy
4,697,298
+128,789
+3% +$5.75M 0.06% 287
2023
Q2
$237M Buy
4,568,509
+92,899
+2% +$4.81M 0.07% 249
2023
Q1
$250M Buy
4,475,610
+64,368
+1% +$3.6M 0.08% 223
2022
Q4
$270M Buy
4,411,242
+123,749
+3% +$7.59M 0.09% 218
2022
Q3
$296M Buy
4,287,493
+198,693
+5% +$13.7M 0.11% 174
2022
Q2
$326M Buy
4,088,800
+18,806
+0.5% +$1.5M 0.11% 166
2022
Q1
$346M Buy
4,069,994
+131,766
+3% +$11.2M 0.1% 174
2021
Q4
$309M Buy
3,938,228
+150,944
+4% +$11.9M 0.09% 194
2021
Q3
$277M Buy
3,787,284
+82,876
+2% +$6.05M 0.09% 193
2021
Q2
$273M Buy
3,704,408
+123,398
+3% +$9.08M 0.09% 200
2021
Q1
$272M Buy
3,581,010
+65,807
+2% +$5M 0.1% 177
2020
Q4
$264M Sell
3,515,203
-52,541
-1% -$3.95M 0.1% 177
2020
Q3
$282M Sell
3,567,744
-3,648,518
-51% -$288M 0.13% 145
2020
Q2
$586M Buy
7,216,262
+3,565,738
+98% +$289M 0.29% 70
2020
Q1
$264M Buy
3,650,524
+52,544
+1% +$3.79M 0.15% 132
2019
Q4
$298M Buy
3,597,980
+42,564
+1% +$3.53M 0.16% 115
2019
Q3
$288M Buy
3,555,416
+68,387
+2% +$5.54M 0.17% 113
2019
Q2
$270M Buy
3,487,029
+67,484
+2% +$5.22M 0.16% 116
2019
Q1
$262M Buy
3,419,545
+746,098
+28% +$57.2M 0.17% 111
2018
Q4
$191M Buy
2,673,447
+110,942
+4% +$7.93M 0.15% 126
2018
Q3
$180M Buy
2,562,505
+116,896
+5% +$8.22M 0.12% 156
2018
Q2
$167M Buy
2,445,609
+97,642
+4% +$6.66M 0.12% 158
2018
Q1
$158M Buy
2,347,967
+107,358
+5% +$7.24M 0.12% 157
2017
Q4
$182M Buy
2,240,609
+94,456
+4% +$7.66M 0.14% 138
2017
Q3
$165M Buy
2,146,153
+74,219
+4% +$5.71M 0.14% 134
2017
Q2
$159M Buy
2,071,934
+92,668
+5% +$7.1M 0.15% 134
2017
Q1
$154M Buy
1,979,266
+95,225
+5% +$7.39M 0.15% 128
2016
Q4
$144M Buy
1,884,041
+78,788
+4% +$6.03M 0.16% 122
2016
Q3
$134M Buy
1,805,253
+49,846
+3% +$3.7M 0.16% 119
2016
Q2
$137M Buy
1,755,407
+97,988
+6% +$7.64M 0.17% 107
2016
Q1
$125M Buy
1,657,419
+46,876
+3% +$3.52M 0.16% 112
2015
Q4
$109M Buy
1,610,543
+74,038
+5% +$5.01M 0.15% 132
2015
Q3
$108M Buy
1,536,505
+23,236
+2% +$1.64M 0.16% 124
2015
Q2
$101M Buy
1,513,269
+39,105
+3% +$2.61M 0.14% 142
2015
Q1
$104M Buy
1,474,164
+67,984
+5% +$4.82M 0.15% 133
2014
Q4
$108M Buy
1,406,180
+54,448
+4% +$4.19M 0.16% 128
2014
Q3
$93.4M Buy
1,351,732
+22,456
+2% +$1.55M 0.15% 133
2014
Q2
$95.1M Buy
1,329,276
+32,728
+3% +$2.34M 0.16% 127
2014
Q1
$92M Buy
1,296,548
+33,077
+3% +$2.35M 0.17% 123
2013
Q4
$81.7M Buy
1,263,471
+42,255
+3% +$2.73M 0.16% 130
2013
Q3
$76.3M Buy
1,221,216
+22,722
+2% +$1.42M 0.16% 133
2013
Q2
$67.4M Buy
+1,198,494
New +$67.4M 0.15% 138