Hendershot Investments’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 | $646K | Sell |
11,433
-150
| -1% | -$8.48K | 0.09% | 75 |
|
|
2025
Q1 | $649K | Buy |
11,583
+175
| +2% | +$9.81K | 0.09% | 76 |
|
|
2024
Q4 | $614K | Sell |
11,408
-300
| -3% | -$16.2K | 0.08% | 77 |
|
|
2024
Q3 | $677K | Sell |
11,708
-1,682
| -13% | -$97.2K | 0.09% | 75 |
|
|
2024
Q2 | $656K | Sell |
13,390
-1,508
| -10% | -$73.9K | 0.09% | 74 |
|
|
2024
Q1 | $733K | Sell |
14,898
-871
| -6% | -$42.8K | 0.1% | 72 |
|
|
2023
Q4 | $741K | Hold |
15,769
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $704K | Sell |
15,769
-339
| -2% | -$15.1K | 0.12% | 72 |
|
|
2023
Q2 | $834K | Sell |
16,108
-209
| -1% | -$10.8K | 0.13% | 70 |
|
|
2023
Q1 | $912K | Sell |
16,317
-1,842
| -10% | -$103K | 0.15% | 70 |
|
|
2022
Q4 | $1.11M | Sell |
18,159
-826
| -4% | -$50.7K | 0.19% | 69 |
|
|
2022
Q3 | $1.31M | Sell |
18,985
-350
| -2% | -$24.2K | 0.25% | 61 |
|
|
2022
Q2 | $1.54M | Buy |
19,335
+41
| +0.2% | +$3.27K | 0.27% | 63 |
|
|
2022
Q1 | $1.64M | Sell |
19,294
-1,144
| -6% | -$97.2K | 0.25% | 63 |
|
|
2021
Q4 | $1.61M | Buy |
+20,438
| New | +$1.61M | 0.24% | 66 |
|
|
2020
Q2 | – | Sell |
-1,663
| Closed | -$120K | – | 79 |
|
|
2020
Q1 | $120K | Sell |
1,663
-110
| -6% | -$7.94K | 0.04% | 78 |
|
|
2019
Q4 | $147K | Sell |
1,773
-65
| -4% | -$5.39K | 0.04% | 81 |
|
|
2019
Q3 | $149K | Hold |
1,838
| – | – | 0.05% | 80 |
|
|
2019
Q2 | $142K | Hold |
1,838
| – | – | 0.05% | 81 |
|
|
2019
Q1 | $141K | Sell |
1,838
-270
| -13% | -$20.7K | 0.05% | 78 |
|
|
2018
Q4 | $151K | Hold |
2,108
| – | – | 0.06% | 67 |
|
|
2018
Q3 | $148K | Hold |
2,108
| – | – | 0.05% | 69 |
|
|
2018
Q2 | $144K | Hold |
2,108
| – | – | 0.06% | 66 |
|
|
2018
Q1 | $142K | Hold |
2,108
| – | – | 0.06% | 66 |
|
|
2017
Q4 | $171K | Sell |
2,108
-485
| -19% | -$39.3K | 0.07% | 67 |
|
|
2017
Q3 | $199K | Hold |
2,593
| – | – | 0.08% | 64 |
|
|
2017
Q2 | $199K | Hold |
2,593
| – | – | 0.09% | 64 |
|
|
2017
Q1 | $201K | Buy |
+2,593
| New | +$201K | 0.09% | 64 |
|