Evergreen 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 | $417K | Buy |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $344K | Buy |
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