Patten & Patten’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.51M | Buy |
40,648
+3,491
| +9% | +$216K | 0.15% | 117 |
|
|
2025
Q4 | $2.18M | Buy |
37,157
+3,746
| +11% | +$226K | 0.13% | 122 |
|
|
2025
Q3 | $2.04M | Buy |
33,411
+2,730
| +9% | +$162K | 0.12% | 125 |
|
|
2025
Q2 | $1.73M | Buy |
30,681
+4,221
| +16% | +$231K | 0.11% | 133 |
|
|
2025
Q1 | $1.48M | Buy |
26,460
+4,905
| +23% | +$270K | 0.1% | 140 |
|
|
2024
Q4 | $1.16M | Buy |
21,555
+4,092
| +23% | +$233K | 0.08% | 159 |
|
|
2024
Q3 | $1.01M | Buy |
17,463
+1,205
| +7% | +$65.8K | 0.07% | 164 |
|
|
2024
Q2 | $797K | Buy |
16,258
+4,236
| +35% | +$216K | 0.06% | 172 |
|
|
2024
Q1 | $591K | Buy |
12,022
+1,501
| +14% | +$70.1K | 0.04% | 205 |
|
|
2023
Q4 | $494K | Sell |
10,521
-450
| -4% | -$20.1K | 0.04% | 196 |
|
|
2023
Q3 | $490K | Sell |
10,971
-1,266
| -10% | -$62.9K | 0.04% | 195 |
|
|
2023
Q2 | $634K | Sell |
12,237
-1,330
| -10% | -$72.3K | 0.05% | 181 |
|
|
2023
Q1 | $759K | Sell |
13,567
-200
| -1% | -$11.7K | 0.07% | 165 |
|
|
2022
Q4 | $844K | Sell |
13,767
-759
| -5% | -$47.7K | 0.08% | 157 |
|
|
2022
Q3 | $1M | Sell |
14,526
-100
| -0.7% | -$8.07K | 0.1% | 137 |
|
|
2022
Q2 | $1.17M | Buy |
14,626
+40
| +0.3% | +$3.3K | 0.1% | 129 |
|
|
2022
Q1 | $1.24M | Sell |
14,586
-440
| -3% | -$35.3K | 0.09% | 137 |
|
|
2021
Q4 | $1.18M | Sell |
15,026
-353
| -2% | -$26.6K | 0.08% | 141 |
|
|
2021
Q3 | $1.12M | Hold |
15,379
| – | – | 0.09% | 135 |
|
|
2021
Q2 | $1.13M | Sell |
15,379
-2,395
| -13% | -$185K | 0.09% | 137 |
|
|
2021
Q1 | $1.35M | Buy |
17,774
+70
| +0.4% | +$5.08K | 0.11% | 120 |
|
|
2020
Q4 | $1.33M | Sell |
17,704
-350
| -2% | -$27.8K | 0.12% | 118 |
|
|
2020
Q3 | $1.43M | Buy |
18,054
+575
| +3% | +$45.2K | 0.14% | 100 |
|
|
2020
Q2 | $1.42M | Buy |
17,479
+192
| +1% | +$15.4K | 0.16% | 100 |
|
|
2020
Q1 | $1.25M | Sell |
17,287
-100
| -0.6% | -$8.17K | 0.16% | 93 |
|
|
2019
Q4 | $1.44M | Buy |
17,387
+1
| +0% | +$82 | 0.14% | 112 |
|
|
2019
Q3 | $1.41M | Sell |
17,386
-666
| -4% | -$51.5K | 0.15% | 110 |
|
|
2019
Q2 | $1.4M | Buy |
18,052
+420
| +2% | +$32K | 0.15% | 110 |
|
|
2019
Q1 | $1.35M | Sell |
17,632
-160
| -0.9% | -$11.7K | 0.15% | 108 |
|
|
2018
Q4 | $1.27M | Buy |
17,792
+75
| +0.4% | +$5.48K | 0.16% | 103 |
|
|
2018
Q3 | $1.25M | Buy |
17,717
+249
| +1% | +$17.6K | 0.12% | 121 |
|
|
2018
Q2 | $1.19M | Sell |
17,468
-2,150
| -11% | -$140K | 0.12% | 123 |
|
|
2018
Q1 | $1.32M | Sell |
19,618
-525
| -3% | -$38.8K | 0.14% | 111 |
|
|
2017
Q4 | $1.63M | Sell |
20,143
-1,000
| -5% | -$81K | 0.16% | 101 |
|
|
2017
Q3 | $1.63M | Sell |
21,143
-246
| -1% | -$19.1K | 0.17% | 103 |
|
|
2017
Q2 | $1.64M | Buy |
21,389
+2,527
| +13% | +$199K | 0.18% | 101 |
|
|
2017
Q1 | $1.46M | Buy |
18,862
+55
| +0.3% | +$4.16K | 0.17% | 104 |
|
|
2016
Q4 | $1.44M | Sell |
18,807
-184
| -1% | -$13.6K | 0.18% | 95 |
|
|
2016
Q3 | $1.41M | Sell |
18,991
-918
| -5% | -$69.9K | 0.18% | 97 |
|
|
2016
Q2 | $1.55M | Sell |
19,909
-447
| -2% | -$32.4K | 0.21% | 89 |
|
|
2016
Q1 | $1.53M | Buy |
20,356
+1,035
| +5% | +$73.2K | 0.22% | 90 |
|
|
2015
Q4 | $1.31M | Sell |
19,321
-100
| -0.5% | -$6.91K | 0.18% | 96 |
|
|
2015
Q3 | $1.37M | Sell |
19,421
-441
| -2% | -$31K | 0.21% | 91 |
|
|
2015
Q2 | $1.33M | Sell |
19,862
-125
| -0.6% | -$8.79K | 0.19% | 100 |
|
|
2015
Q1 | $1.42M | Buy |
19,987
+701
| +4% | +$52K | 0.2% | 96 |
|
|
2014
Q4 | $1.48M | Buy |
19,286
+1,140
| +6% | +$82.5K | 0.22% | 91 |
|
|
2014
Q3 | $1.25M | Buy |
18,146
+366
| +2% | +$25.3K | 0.2% | 103 |
|
|
2014
Q2 | $1.27M | Sell |
17,780
-7,659
| -30% | -$537K | 0.21% | 100 |
|
|
2014
Q1 | $1.81M | Sell |
25,439
-575
| -2% | -$39.3K | 0.24% | 94 |
|
|
2013
Q4 | $1.68M | Sell |
26,014
-1,200
| -4% | -$77.2K | 0.23% | 92 |
|
|
2013
Q3 | $1.7M | Sell |
27,214
-3,794
| -12% | -$225K | 0.26% | 83 |
|
|
2013
Q2 | $1.76M | Buy |
+31,008
| New | +$1.82M | 0.29% | 80 |
|
Other funds holding D
VCM
VPM
Patten & Patten's D Position: Q1 2026 in Review
Patten & Patten increased its Dominion Energy (D) stake by 9.4% in Q1 2026, buying an estimated $216K and bringing the position to 40,648 shares worth $2.51M. The position accounts for 0.15% of the portfolio, ranked #117.
Patten & Patten first reported a position in D in Q2 2013 and has held it in 52 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Patten & Patten held 40,648 shares of Dominion Energy worth $2.51M as of Q1 2026.
- Patten & Patten bought 3,491 Dominion Energy shares in Q1 2026, an estimated $216K.
- Dominion Energy made up 0.15% of Patten & Patten's portfolio in Q1 2026, its #117 holding.
- Patten & Patten first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.