Marco Investment Management’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 | $827K | Buy |
14,634
+745
| +5% | +$42.1K | 0.07% | 124 |
|
|
2025
Q1 | $779K | Sell |
13,889
-500
| -3% | -$28K | 0.07% | 124 |
|
|
2024
Q4 | $775K | Hold |
14,389
| – | – | 0.07% | 122 |
|
|
2024
Q3 | $832K | Hold |
14,389
| – | – | 0.07% | 121 |
|
|
2024
Q2 | $705K | Hold |
14,389
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $708K | Sell |
14,389
-150
| -1% | -$7.38K | 0.07% | 127 |
|
|
2023
Q4 | $683K | Buy |
14,539
+131
| +0.9% | +$6.16K | 0.07% | 126 |
|
|
2023
Q3 | $644K | Sell |
14,408
-6,525
| -31% | -$291K | 0.07% | 124 |
|
|
2023
Q2 | $1.08M | Hold |
20,933
| – | – | 0.12% | 111 |
|
|
2023
Q1 | $1.17M | Buy |
20,933
+1,100
| +6% | +$61.5K | 0.13% | 106 |
|
|
2022
Q4 | $1.22M | Sell |
19,833
-2,380
| -11% | -$146K | 0.14% | 103 |
|
|
2022
Q3 | $1.54M | Buy |
22,213
+480
| +2% | +$33.2K | 0.19% | 93 |
|
|
2022
Q2 | $1.74M | Buy |
21,733
+4,000
| +23% | +$319K | 0.2% | 92 |
|
|
2022
Q1 | $1.51M | Buy |
17,733
+200
| +1% | +$17K | 0.15% | 105 |
|
|
2021
Q4 | $1.38M | Buy |
17,533
+205
| +1% | +$16.1K | 0.14% | 113 |
|
|
2021
Q3 | $1.27M | Sell |
17,328
-30
| -0.2% | -$2.19K | 0.14% | 115 |
|
|
2021
Q2 | $1.28M | Hold |
17,358
| – | – | 0.15% | 109 |
|
|
2021
Q1 | $1.32M | Buy |
17,358
+475
| +3% | +$36.1K | 0.17% | 100 |
|
|
2020
Q4 | $1.27M | Buy |
16,883
+125
| +0.7% | +$9.4K | 0.18% | 94 |
|
|
2020
Q3 | $1.32M | Buy |
16,758
+50
| +0.3% | +$3.95K | 0.22% | 82 |
|
|
2020
Q2 | $1.36M | Buy |
16,708
+750
| +5% | +$60.9K | 0.25% | 76 |
|
|
2020
Q1 | $1.15M | Hold |
15,958
| – | – | 0.24% | 73 |
|
|
2019
Q4 | $1.32M | Buy |
15,958
+209
| +1% | +$17.3K | 0.21% | 86 |
|
|
2019
Q3 | $1.28M | Sell |
15,749
-696
| -4% | -$56.4K | 0.22% | 86 |
|
|
2019
Q2 | $1.27M | Buy |
16,445
+100
| +0.6% | +$7.74K | 0.23% | 90 |
|
|
2019
Q1 | $1.25M | Sell |
16,345
-1,038
| -6% | -$79.6K | 0.23% | 84 |
|
|
2018
Q4 | $1.24M | Sell |
17,383
-250
| -1% | -$17.9K | 0.25% | 84 |
|
|
2018
Q3 | $1.24M | Sell |
17,633
-3,400
| -16% | -$239K | 0.18% | 93 |
|
|
2018
Q2 | $1.43M | Sell |
21,033
-3,750
| -15% | -$256K | 0.22% | 87 |
|
|
2018
Q1 | $1.67M | Sell |
24,783
-17,517
| -41% | -$1.18M | 0.26% | 83 |
|
|
2017
Q4 | $3.43M | Buy |
42,300
+750
| +2% | +$60.8K | 0.52% | 56 |
|
|
2017
Q3 | $3.2M | Sell |
41,550
-500
| -1% | -$38.5K | 0.5% | 59 |
|
|
2017
Q2 | $3.22M | Sell |
42,050
-2,400
| -5% | -$184K | 0.53% | 60 |
|
|
2017
Q1 | $3.45M | Sell |
44,450
-1,065
| -2% | -$82.6K | 0.59% | 53 |
|
|
2016
Q4 | $3.49M | Hold |
45,515
| – | – | 0.61% | 52 |
|
|
2016
Q3 | $3.38M | Hold |
45,515
| – | – | 0.61% | 53 |
|
|
2016
Q2 | $3.55M | Buy |
45,515
+3,775
| +9% | +$294K | 0.66% | 54 |
|
|
2016
Q1 | $3.14K | Buy |
41,740
+1,000
| +2% | +$75 | 0.45% | 57 |
|
|
2015
Q4 | $2.76M | Hold |
40,740
| – | – | 0.51% | 62 |
|
|
2015
Q3 | $2.87M | Sell |
40,740
-1,800
| -4% | -$127K | 0.57% | 58 |
|
|
2015
Q2 | $2.85M | Buy |
42,540
+1,000
| +2% | +$66.9K | 0.48% | 68 |
|
|
2015
Q1 | $2.94M | Buy |
41,540
+665
| +2% | +$47.1K | 0.51% | 65 |
|
|
2014
Q4 | $3.14M | Buy |
40,875
+700
| +2% | +$53.8K | 0.39% | 66 |
|
|
2014
Q3 | $2.78M | Buy |
40,175
+700
| +2% | +$48.4K | 0.38% | 67 |
|
|
2014
Q2 | $2.82M | Buy |
39,475
+1,100
| +3% | +$78.7K | 0.54% | 69 |
|
|
2014
Q1 | $2.72M | Sell |
38,375
-3,750
| -9% | -$266K | 0.57% | 66 |
|
|
2013
Q4 | $2.73K | Sell |
42,125
-1,650
| -4% | -$107 | 0.14% | 66 |
|
|
2013
Q3 | $2.74M | Sell |
43,775
-500
| -1% | -$31.2K | 0.63% | 61 |
|
|
2013
Q2 | $2.52M | Buy |
+44,275
| New | +$2.52M | 0.73% | 49 |
|