MV Capital 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
$42.7K Sell
756
-29
-4% -$1.64K ﹤0.01% 326
2025
Q1
$44K Buy
785
+5
+0.6% +$280 ﹤0.01% 322
2024
Q4
$42K Hold
780
﹤0.01% 312
2024
Q3
$45.1K Buy
780
+8
+1% +$462 ﹤0.01% 315
2024
Q2
$37.8K Buy
772
+127
+20% +$6.22K ﹤0.01% 323
2024
Q1
$31.7K Buy
645
+201
+45% +$9.89K ﹤0.01% 355
2023
Q4
$20.9K Sell
444
-520
-54% -$24.4K ﹤0.01% 410
2023
Q3
$43.1K Sell
964
-192
-17% -$8.58K 0.01% 309
2023
Q2
$59.9K Buy
1,156
+277
+32% +$14.3K 0.01% 271
2023
Q1
$49.1K Sell
879
-427
-33% -$23.9K 0.01% 285
2022
Q4
$80.1K Sell
1,306
-481
-27% -$29.5K 0.01% 187
2022
Q3
$123K Buy
1,787
+172
+11% +$11.8K 0.02% 155
2022
Q2
$129K Buy
1,615
+25
+2% +$2K 0.02% 153
2022
Q1
$135K Sell
1,590
-281
-15% -$23.9K 0.02% 152
2021
Q4
$147K Sell
1,871
-6
-0.3% -$471 0.02% 147
2021
Q3
$137K Buy
1,877
+69
+4% +$5.04K 0.02% 144
2021
Q2
$133K Buy
1,808
+1,121
+163% +$82.5K 0.02% 144
2021
Q1
$52K Buy
687
+20
+3% +$1.51K 0.01% 171
2020
Q4
$50K Hold
667
0.01% 158
2020
Q3
$53K Hold
667
0.01% 148
2020
Q2
$54K Buy
667
+542
+434% +$43.9K 0.01% 150
2020
Q1
$9K Hold
125
﹤0.01% 217
2019
Q4
$10K Hold
125
﹤0.01% 246
2019
Q3
$10K Hold
125
﹤0.01% 238
2019
Q2
$10K Hold
125
﹤0.01% 235
2019
Q1
$10K Hold
125
﹤0.01% 229
2018
Q4
$9K Hold
125
﹤0.01% 233
2018
Q3
$9K Hold
125
﹤0.01% 249
2018
Q2
$9K Hold
125
﹤0.01% 254
2018
Q1
$8K Hold
125
﹤0.01% 259
2017
Q4
$10K Hold
125
﹤0.01% 252
2017
Q3
$10K Hold
125
﹤0.01% 246
2017
Q2
$10K Hold
125
﹤0.01% 247
2017
Q1
$10K Hold
125
﹤0.01% 242
2016
Q4
$10K Buy
+125
New +$10K ﹤0.01% 232
2016
Q1
Sell
-1,468
Closed -$99K 291
2015
Q4
$99K Buy
+1,468
New +$99K 0.04% 124