Klingman & Associates’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 | $206K | Buy |
3,647
+64
| +2% | +$3.62K | 0.01% | 300 |
|
|
2025
Q1 | $201K | Buy |
+3,583
| New | +$201K | 0.01% | 260 |
|
|
2022
Q3 | – | Sell |
-2,953
| Closed | -$236K | – | 193 |
|
|
2022
Q2 | $236K | Buy |
2,953
+124
| +4% | +$9.91K | 0.02% | 171 |
|
|
2022
Q1 | $240K | Buy |
+2,829
| New | +$240K | 0.02% | 180 |
|
|
2016
Q4 | – | Sell |
-152
| Closed | -$11K | – | 151 |
|
|
2016
Q3 | $11K | Sell |
152
-1,148
| -88% | -$83.1K | ﹤0.01% | 288 |
|
|
2016
Q2 | $101K | Hold |
1,300
| – | – | 0.03% | 140 |
|
|
2016
Q1 | $98K | Hold |
1,300
| – | – | 0.04% | 143 |
|
|
2015
Q4 | $88K | Hold |
1,300
| – | – | 0.03% | 174 |
|
|
2015
Q3 | $91K | Sell |
1,300
-500
| -28% | -$35K | 0.04% | 164 |
|
|
2015
Q2 | $120K | Hold |
1,800
| – | – | 0.05% | 119 |
|
|
2015
Q1 | $128K | Sell |
1,800
-304
| -14% | -$21.6K | 0.05% | 106 |
|
|
2014
Q4 | $161K | Buy |
+2,104
| New | +$161K | 0.07% | 91 |
|