MIM
D icon

MTM Investment Management’s Dominion Energy D Stock Holding History

MTM Investment Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Hold
3,540
– – 0.07% 189
2025
Q4 		$207K Hold
3,540
– – 0.07% 198
2025
Q3 		$217K Hold
3,540
– – 0.07% 199
2025
Q2 		$200K Buy
+3,540
New +$194K 0.07% 197
2024
Q4 		– Sell
-4,200
Closed -$245K – 269
2024
Q3 		$245K Hold
4,200
– – 0.1% 174
2024
Q2 		$206K Hold
4,200
– – 0.08% 183
2024
Q1 		$207K Buy
+4,200
New +$196K 0.09% 187
2022
Q4 		– Sell
-3,140
Closed -$217K – 268
2022
Q3 		$217K Hold
3,140
– – 0.12% 158
2022
Q2 		$255K Hold
3,140
– – 0.14% 146
2022
Q1 		$267K Hold
3,140
– – 0.13% 148
2021
Q4 		$247K Hold
3,140
– – 0.12% 159
2021
Q3 		$229K Hold
3,140
– – 0.12% 149
2021
Q2 		$231K Hold
3,140
– – 0.12% 149
2021
Q1 		$239K Buy
3,140
+467
+17% +$33.9K 0.13% 138
2020
Q4 		$201K Buy
+2,673
New +$212K 0.12% 140

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