HAIM
Hunter Associates Investment Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
3,695
+7
| +0.2% | +$396 | 0.03% | 240 |
|
|
2025
Q1 | $206K | Buy |
+3,688
| New | +$206K | 0.03% | 238 |
|
|
2024
Q4 | – | Sell |
-3,627
| Closed | -$209K | – | 258 |
|
|
2024
Q3 | $209K | Sell |
3,627
-595
| -14% | -$34.3K | 0.03% | 243 |
|
|
2024
Q2 | $208K | Sell |
4,222
-93
| -2% | -$4.58K | 0.04% | 238 |
|
|
2024
Q1 | $210K | Buy |
4,315
+7
| +0.2% | +$341 | 0.04% | 244 |
|
|
2023
Q4 | $202K | Sell |
4,308
-3,371
| -44% | -$158K | 0.04% | 249 |
|
|
2023
Q3 | $342K | Buy |
7,679
+1,050
| +16% | +$46.8K | 0.07% | 200 |
|
|
2023
Q2 | $343K | Sell |
6,629
-425
| -6% | -$22K | 0.07% | 193 |
|
|
2023
Q1 | $395K | Sell |
7,054
-100
| -1% | -$5.6K | 0.08% | 179 |
|
|
2022
Q4 | $439K | Buy |
7,154
+1,000
| +16% | +$61.4K | 0.11% | 148 |
|
|
2022
Q3 | $425K | Buy |
6,154
+200
| +3% | +$13.8K | 0.11% | 143 |
|
|
2022
Q2 | $476K | Buy |
5,954
+2,576
| +76% | +$206K | 0.12% | 134 |
|
|
2022
Q1 | $287K | Hold |
3,378
| – | – | 0.09% | 115 |
|
|
2021
Q4 | $265K | Hold |
3,378
| – | – | 0.08% | 126 |
|
|
2021
Q3 | $247K | Hold |
3,378
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $249K | Sell |
3,378
-2,929
| -46% | -$216K | 0.08% | 115 |
|
|
2021
Q1 | $479K | Sell |
6,307
-953
| -13% | -$72.4K | 0.11% | 130 |
|
|
2020
Q4 | $546K | Sell |
7,260
-3,084
| -30% | -$232K | 0.13% | 111 |
|
|
2020
Q3 | $816K | Buy |
10,344
+2
| +0% | +$158 | 0.23% | 83 |
|
|
2020
Q2 | $840K | Hold |
10,342
| – | – | 0.25% | 80 |
|
|
2020
Q1 | $747K | Buy |
10,342
+675
| +7% | +$48.8K | 0.29% | 73 |
|
|
2019
Q4 | $801K | Buy |
9,667
+1,970
| +26% | +$163K | 0.25% | 81 |
|
|
2019
Q3 | $624K | Buy |
7,697
+705
| +10% | +$57.2K | 0.21% | 85 |
|
|
2019
Q2 | $541K | Buy |
6,992
+50
| +0.7% | +$3.87K | 0.19% | 94 |
|
|
2019
Q1 | $532K | Buy |
6,942
+900
| +15% | +$69K | 0.19% | 97 |
|
|
2018
Q4 | $432K | Buy |
6,042
+1,125
| +23% | +$80.4K | 0.18% | 101 |
|
|
2018
Q3 | $346K | Hold |
4,917
| – | – | 0.12% | 123 |
|
|
2018
Q2 | $335K | Sell |
4,917
-340
| -6% | -$23.2K | 0.12% | 123 |
|
|
2018
Q1 | $354K | Hold |
5,257
| – | – | 0.13% | 118 |
|
|
2017
Q4 | $426K | Hold |
5,257
| – | – | 0.16% | 108 |
|
|
2017
Q3 | $404K | Sell |
5,257
-678
| -11% | -$52.1K | 0.16% | 107 |
|
|
2017
Q2 | $455K | Sell |
5,935
-285
| -5% | -$21.8K | 0.19% | 100 |
|
|
2017
Q1 | $482K | Hold |
6,220
| – | – | 0.2% | 91 |
|
|
2016
Q4 | $476K | Buy |
6,220
+55
| +0.9% | +$4.21K | 0.2% | 91 |
|
|
2016
Q3 | $458K | Buy |
6,165
+695
| +13% | +$51.6K | 0.2% | 102 |
|
|
2016
Q2 | $426K | Buy |
5,470
+59
| +1% | +$4.6K | 0.18% | 101 |
|
|
2016
Q1 | $406K | Buy |
5,411
+1,325
| +32% | +$99.4K | 0.19% | 103 |
|
|
2015
Q4 | $276K | Buy |
4,086
+250
| +7% | +$16.9K | 0.12% | 121 |
|
|
2015
Q3 | $270K | Hold |
3,836
| – | – | 0.13% | 123 |
|
|
2015
Q2 | $257K | Hold |
3,836
| – | – | 0.11% | 126 |
|
|
2015
Q1 | $272K | Buy |
3,836
+500
| +15% | +$35.5K | 0.11% | 123 |
|
|
2014
Q4 | $257K | Sell |
3,336
-402
| -11% | -$31K | 0.1% | 126 |
|
|
2014
Q3 | $258K | Sell |
3,738
-102
| -3% | -$7.04K | 0.1% | 127 |
|
|
2014
Q2 | $275K | Sell |
3,840
-402
| -9% | -$28.8K | 0.11% | 124 |
|
|
2014
Q1 | $301K | Hold |
4,242
| – | – | 0.12% | 125 |
|
|
2013
Q4 | $274K | Sell |
4,242
-2
| -0% | -$129 | 0.11% | 135 |
|
|
2013
Q3 | $265K | Hold |
4,244
| – | – | 0.11% | 132 |
|
|
2013
Q2 | $241K | Buy |
+4,244
| New | +$241K | 0.09% | 150 |
|