Evergreen Capital 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 | $329K | Buy |
5,818
+81
| +1% | +$4.58K | 0.01% | 754 |
|
|
2025
Q1 | $322K | Buy |
5,737
+880
| +18% | +$49.3K | 0.01% | 705 |
|
|
2024
Q4 | $262K | Sell |
4,857
-95
| -2% | -$5.12K | 0.01% | 812 |
|
|
2024
Q3 | $286K | Sell |
4,952
-162
| -3% | -$9.36K | 0.01% | 735 |
|
|
2024
Q2 | $251K | Buy |
5,114
+340
| +7% | +$16.7K | 0.01% | 735 |
|
|
2024
Q1 | $235K | Buy |
+4,774
| New | +$235K | 0.01% | 727 |
|
|
2023
Q2 | – | Sell |
-6,290
| Closed | -$352K | – | 809 |
|
|
2023
Q1 | $352K | Buy |
6,290
+289
| +5% | +$16.2K | 0.02% | 461 |
|
|
2022
Q4 | $368K | Buy |
6,001
+728
| +14% | +$44.6K | 0.02% | 425 |
|
|
2022
Q3 | $365K | Buy |
5,273
+1,263
| +31% | +$87.4K | 0.02% | 402 |
|
|
2022
Q2 | $320K | Sell |
4,010
-593
| -13% | -$47.3K | 0.02% | 408 |
|
|
2022
Q1 | $391K | Buy |
4,603
+228
| +5% | +$19.4K | 0.02% | 420 |
|
|
2021
Q4 | $344K | Buy |
+4,375
| New | +$344K | 0.01% | 444 |
|