Investment House LLC’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,484
| Closed | -$307K | – | 189 |
|
|
2023
Q1 | $307K | Hold |
5,484
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $336K | Hold |
5,484
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $379K | Hold |
5,484
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $438K | Hold |
5,484
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $466K | Hold |
5,484
| – | – | 0.03% | 134 |
|
|
2021
Q4 | $431K | Hold |
5,484
| – | – | 0.03% | 147 |
|
|
2021
Q3 | $400K | Hold |
5,484
| – | – | 0.03% | 153 |
|
|
2021
Q2 | $403K | Hold |
5,484
| – | – | 0.03% | 159 |
|
|
2021
Q1 | $417K | Hold |
5,484
| – | – | 0.03% | 152 |
|
|
2020
Q4 | $412K | Hold |
5,484
| – | – | 0.03% | 171 |
|
|
2020
Q3 | $433K | Hold |
5,484
| – | – | 0.03% | 152 |
|
|
2020
Q2 | $445K | Hold |
5,484
| – | – | 0.04% | 141 |
|
|
2020
Q1 | $396K | Hold |
5,484
| – | – | 0.05% | 132 |
|
|
2019
Q4 | $454K | Hold |
5,484
| – | – | 0.04% | 156 |
|
|
2019
Q3 | $444K | Hold |
5,484
| – | – | 0.04% | 147 |
|
|
2019
Q2 | $424K | Hold |
5,484
| – | – | 0.04% | 146 |
|
|
2019
Q1 | $420K | Buy |
5,484
+234
| +4% | +$17.1K | 0.05% | 144 |
|
|
2018
Q4 | $375K | Hold |
5,250
| – | – | 0.05% | 137 |
|
|
2018
Q3 | $369K | Hold |
5,250
| – | – | 0.04% | 150 |
|
|
2018
Q2 | $358K | Hold |
5,250
| – | – | 0.04% | 152 |
|
|
2018
Q1 | $354K | Hold |
5,250
| – | – | 0.04% | 151 |
|
|
2017
Q4 | $426K | Hold |
5,250
| – | – | 0.05% | 142 |
|
|
2017
Q3 | $404K | Hold |
5,250
| – | – | 0.05% | 145 |
|
|
2017
Q2 | $402K | Hold |
5,250
| – | – | 0.05% | 154 |
|
|
2017
Q1 | $407K | Hold |
5,250
| – | – | 0.06% | 151 |
|
|
2016
Q4 | $402K | Sell |
5,250
-200
| -4% | -$14.7K | 0.06% | 146 |
|
|
2016
Q3 | $405K | Sell |
5,450
-48
| -0.9% | -$3.66K | 0.06% | 151 |
|
|
2016
Q2 | $428K | Buy |
5,498
+48
| +0.9% | +$3.48K | 0.07% | 146 |
|
|
2016
Q1 | $409K | Hold |
5,450
| – | – | 0.07% | 144 |
|
|
2015
Q4 | $369K | Sell |
5,450
-250
| -4% | -$17.3K | 0.06% | 140 |
|
|
2015
Q3 | $401K | Hold |
5,700
| – | – | 0.07% | 131 |
|
|
2015
Q2 | $381K | Hold |
5,700
| – | – | 0.06% | 136 |
|
|
2015
Q1 | $403K | Hold |
5,700
| – | – | 0.07% | 131 |
|
|
2014
Q4 | $438K | Hold |
5,700
| – | – | 0.07% | 128 |
|
|
2014
Q3 | $394K | Hold |
5,700
| – | – | 0.07% | 129 |
|
|
2014
Q2 | $408K | Hold |
5,700
| – | – | 0.07% | 124 |
|
|
2014
Q1 | $404K | Hold |
5,700
| – | – | 0.07% | 124 |
|
|
2013
Q4 | $369K | Sell |
5,700
-1,600
| -22% | -$103K | 0.07% | 124 |
|
|
2013
Q3 | $456K | Hold |
7,300
| – | – | 0.09% | 109 |
|
|
2013
Q2 | $415K | Buy |
+7,300
| New | +$428K | 0.09% | 108 |
|
Other funds holding D
Investment House LLC's D Position: Q2 2023 in Review
Investment House LLC sold out of Dominion Energy (D) in Q2 2023, closing a stake of 5,484 shares — an estimated $307K sold.
Investment House LLC first reported a position in D in Q2 2013 and held it in 40 quarters. The position peaked at $466K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.
- Investment House LLC reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
- Investment House LLC sold 5,484 Dominion Energy shares in Q2 2023, an estimated $307K.
- Investment House LLC first reported a position in Dominion Energy in Q2 2013 and held it in 40 quarters.
- Investment House LLC's Dominion Energy position peaked at $466K in Q1 2022.
- 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.
Based on Investment House LLC's 13F filing for Q2 2023, filed 8 Aug 2023.