Donaldson Capital 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
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $903K | Buy |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $630K | Sell |
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|
2023
Q4 | $613K | Sell |
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|
2023
Q3 | $651K | Buy |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $793K | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $572K | Buy |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $950K | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $2.18M | Sell |
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|
2018
Q3 | $2.38M | Sell |
|
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|
2018
Q2 | $2.37M | Sell |
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|
2018
Q1 | $19.4M | Sell |
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|
2017
Q4 | $28.5M | Buy |
|
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|
2017
Q3 | $26.9M | Buy |
|
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|
2017
Q2 | $26.1M | Sell |
|
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|
2017
Q1 | $26.8M | Sell |
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|
2016
Q4 | $26.5M | Buy |
|
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|
2016
Q3 | $24.2M | Buy |
|
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|
2016
Q2 | $25.3M | Buy |
|
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|
2016
Q1 | $23.6M | Buy |
|
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|
2015
Q4 | $20.6M | Sell |
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|
2015
Q3 | $21.4M | Buy |
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|
2015
Q2 | $20.2M | Buy |
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|
2015
Q1 | $21.4M | Buy |
|
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|
2014
Q4 | $16.2M | Buy |
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|
2014
Q3 | $14.2M | Buy |
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|
2014
Q2 | $14.6M | Buy |
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|
2014
Q1 | $13.5M | Buy |
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|
2013
Q4 | $11.5M | Buy |
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|
2013
Q3 | $10.8M | Buy |
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|
2013
Q2 | $9.55M | Buy |
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