Luther King Capital Management (LKCM)’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 | $230K | Hold |
4,070
| – | – | ﹤0.01% | 551 |
|
2025
Q1 | $228K | Sell |
4,070
-446
| -10% | -$25K | ﹤0.01% | 557 |
|
2024
Q4 | $243K | Hold |
4,516
| – | – | ﹤0.01% | 544 |
|
2024
Q3 | $261K | Buy |
4,516
+96
| +2% | +$5.55K | ﹤0.01% | 547 |
|
2024
Q2 | $217K | Buy |
+4,420
| New | +$217K | ﹤0.01% | 575 |
|
2023
Q3 | – | Sell |
-4,016
| Closed | -$208K | – | 594 |
|
2023
Q2 | $208K | Sell |
4,016
-860
| -18% | -$44.5K | ﹤0.01% | 567 |
|
2023
Q1 | $273K | Sell |
4,876
-501
| -9% | -$28K | ﹤0.01% | 530 |
|
2022
Q4 | $330K | Buy |
5,377
+1,186
| +28% | +$72.7K | ﹤0.01% | 502 |
|
2022
Q3 | $290K | Buy |
4,191
+515
| +14% | +$35.6K | ﹤0.01% | 508 |
|
2022
Q2 | $293K | Buy |
3,676
+106
| +3% | +$8.45K | ﹤0.01% | 545 |
|
2022
Q1 | $303K | Hold |
3,570
| – | – | ﹤0.01% | 547 |
|
2021
Q4 | $280K | Sell |
3,570
-144
| -4% | -$11.3K | ﹤0.01% | 565 |
|
2021
Q3 | $271K | Buy |
3,714
+144
| +4% | +$10.5K | ﹤0.01% | 558 |
|
2021
Q2 | $263K | Hold |
3,570
| – | – | ﹤0.01% | 566 |
|
2021
Q1 | $271K | Sell |
3,570
-121
| -3% | -$9.19K | ﹤0.01% | 512 |
|
2020
Q4 | $278K | Sell |
3,691
-1,643
| -31% | -$124K | ﹤0.01% | 503 |
|
2020
Q3 | $421K | Buy |
5,334
+1,764
| +49% | +$139K | ﹤0.01% | 424 |
|
2020
Q2 | $290K | Hold |
3,570
| – | – | ﹤0.01% | 458 |
|
2020
Q1 | $258K | Hold |
3,570
| – | – | ﹤0.01% | 455 |
|
2019
Q4 | $296K | Hold |
3,570
| – | – | ﹤0.01% | 490 |
|
2019
Q3 | $289K | Hold |
3,570
| – | – | ﹤0.01% | 471 |
|
2019
Q2 | $276K | Hold |
3,570
| – | – | ﹤0.01% | 470 |
|
2019
Q1 | $274K | Sell |
3,570
-427
| -11% | -$32.8K | ﹤0.01% | 468 |
|
2018
Q4 | $286K | Buy |
3,997
+47
| +1% | +$3.36K | ﹤0.01% | 458 |
|
2018
Q3 | $278K | Sell |
3,950
-96
| -2% | -$6.76K | ﹤0.01% | 480 |
|
2018
Q2 | $276K | Hold |
4,046
| – | – | ﹤0.01% | 468 |
|
2018
Q1 | $273K | Sell |
4,046
-1,196
| -23% | -$80.7K | ﹤0.01% | 472 |
|
2017
Q4 | $425K | Sell |
5,242
-3,000
| -36% | -$243K | ﹤0.01% | 429 |
|
2017
Q3 | $634K | Sell |
8,242
-380
| -4% | -$29.2K | 0.01% | 388 |
|
2017
Q2 | $661K | Buy |
8,622
+1,472
| +21% | +$113K | 0.01% | 379 |
|
2017
Q1 | $555K | Sell |
7,150
-322
| -4% | -$25K | 0.01% | 395 |
|
2016
Q4 | $572K | Buy |
7,472
+2,387
| +47% | +$183K | 0.01% | 393 |
|
2016
Q3 | $378K | Hold |
5,085
| – | – | ﹤0.01% | 410 |
|
2016
Q2 | $396K | Sell |
5,085
-2,650
| -34% | -$206K | ﹤0.01% | 422 |
|
2016
Q1 | $581K | Sell |
7,735
-444
| -5% | -$33.4K | 0.01% | 390 |
|
2015
Q4 | $553K | Buy |
8,179
+3,929
| +92% | +$266K | 0.01% | 403 |
|
2015
Q3 | $299K | Sell |
4,250
-450
| -10% | -$31.7K | ﹤0.01% | 460 |
|
2015
Q2 | $314K | Sell |
4,700
-150
| -3% | -$10K | ﹤0.01% | 483 |
|
2015
Q1 | $344K | Sell |
4,850
-496
| -9% | -$35.2K | ﹤0.01% | 464 |
|
2014
Q4 | $411K | Sell |
5,346
-120
| -2% | -$9.23K | ﹤0.01% | 455 |
|
2014
Q3 | $378K | Buy |
5,466
+120
| +2% | +$8.3K | ﹤0.01% | 478 |
|
2014
Q2 | $382K | Sell |
5,346
-338
| -6% | -$24.2K | ﹤0.01% | 476 |
|
2014
Q1 | $404K | Sell |
5,684
-219
| -4% | -$15.6K | ﹤0.01% | 456 |
|
2013
Q4 | $382K | Sell |
5,903
-22,245
| -79% | -$1.44M | ﹤0.01% | 461 |
|
2013
Q3 | $1.76M | Sell |
28,148
-1,162
| -4% | -$72.6K | 0.02% | 359 |
|
2013
Q2 | $1.67M | Buy |
+29,310
| New | +$1.67M | 0.02% | 352 |
|