Macroview Investment Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,051
| Closed | -$119K | – | 200 |
|
|
2024
Q3 | $119K | Hold |
2,051
| – | – | 0.12% | 96 |
|
|
2024
Q2 | $100K | Hold |
2,051
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $101K | Sell |
2,051
-173
| -8% | -$8.08K | 0.11% | 106 |
|
|
2023
Q4 | $105K | Sell |
2,224
-105
| -5% | -$4.69K | 0.12% | 105 |
|
|
2023
Q3 | $104K | Buy |
2,329
+132
| +6% | +$6.55K | 0.14% | 89 |
|
|
2023
Q2 | $114K | Hold |
2,197
| – | – | 0.17% | 65 |
|
|
2023
Q1 | $123K | Hold |
2,197
| – | – | 0.2% | 62 |
|
|
2022
Q4 | $135K | Hold |
2,197
| – | – | 0.23% | 57 |
|
|
2022
Q3 | $152K | Hold |
2,197
| – | – | 0.28% | 53 |
|
|
2022
Q2 | $175K | Hold |
2,197
| – | – | 0.29% | 49 |
|
|
2022
Q1 | $187K | Hold |
2,197
| – | – | 0.27% | 53 |
|
|
2021
Q4 | $173K | Hold |
2,197
| – | – | 0.22% | 50 |
|
|
2021
Q3 | $160K | Hold |
2,197
| – | – | 0.21% | 49 |
|
|
2021
Q2 | $162K | Hold |
2,197
| – | – | 0.22% | 48 |
|
|
2021
Q1 | $167K | Hold |
2,197
| – | – | 0.24% | 43 |
|
|
2020
Q4 | $165K | Buy |
2,197
+17
| +0.8% | +$1.35K | 0.25% | 43 |
|
|
2020
Q3 | $172K | Buy |
2,180
+24
| +1% | +$1.89K | 0.29% | 40 |
|
|
2020
Q2 | $175K | Buy |
2,156
+22
| +1% | +$1.76K | 0.37% | 34 |
|
|
2020
Q1 | $154K | Hold |
2,134
| – | – | 0.33% | 35 |
|
|
2019
Q4 | $177K | Hold |
2,134
| – | – | 0.37% | 35 |
|
|
2019
Q3 | $173K | Hold |
2,134
| – | – | 0.37% | 34 |
|
|
2019
Q2 | $165K | Hold |
2,134
| – | – | 0.43% | 35 |
|
|
2019
Q1 | $164K | Hold |
2,134
| – | – | 0.41% | 41 |
|
|
2018
Q4 | $152K | Hold |
2,134
| – | – | 0.48% | 34 |
|
|
2018
Q3 | $150K | Hold |
2,134
| – | – | 0.47% | 30 |
|
|
2018
Q2 | $145K | Hold |
2,134
| – | – | 0.51% | 27 |
|
|
2018
Q1 | $144K | Buy |
+2,134
| New | +$158K | 0.51% | 22 |
|
|
2015
Q2 | – | Sell |
-206
| Closed | -$15K | – | 118 |
|
|
2015
Q1 | $15K | Sell |
206
-6
| -3% | -$445 | 0.01% | 67 |
|
|
2014
Q4 | $16K | Hold |
212
| – | – | 0.02% | 72 |
|
|
2014
Q3 | $15K | Buy |
212
+6
| +3% | +$414 | 0.02% | 79 |
|
|
2014
Q2 | $15K | Hold |
206
| – | – | 0.02% | 72 |
|
|
2014
Q1 | $15K | Hold |
206
| – | – | 0.02% | 83 |
|
|
2013
Q4 | $13K | Hold |
206
| – | – | 0.02% | 88 |
|
|
2013
Q3 | $13K | Sell |
206
-427
| -67% | -$25.3K | 0.02% | 83 |
|
|
2013
Q2 | $36K | Buy |
+633
| New | +$37.1K | 0.04% | 40 |
|
Other funds holding D
Macroview Investment Management's D Position: Q4 2024 in Review
Macroview Investment Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 2,051 shares — an estimated $119K sold.
Macroview Investment Management first reported a position in D in Q2 2013 and held it in 35 quarters. The position peaked at $187K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.
- Macroview Investment Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
- Macroview Investment Management sold 2,051 Dominion Energy shares in Q4 2024, an estimated $119K.
- Macroview Investment Management first reported a position in Dominion Energy in Q2 2013 and held it in 35 quarters.
- Macroview Investment Management's Dominion Energy position peaked at $187K in Q1 2022.
- 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.
Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.