SCM
Schnieders Capital Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
124,573
+10,775
| +9% | +$609K | 1.24% | 21 |
|
|
2025
Q1 | $6.38M | Buy |
113,798
+31,945
| +39% | +$1.79M | 1.36% | 20 |
|
|
2024
Q4 | $4.41M | Buy |
81,853
+23,675
| +41% | +$1.28M | 0.87% | 30 |
|
|
2024
Q3 | $3.36M | Buy |
58,178
+7,935
| +16% | +$459K | 0.64% | 38 |
|
|
2024
Q2 | $2.46M | Buy |
50,243
+30,435
| +154% | +$1.49M | 0.5% | 40 |
|
|
2024
Q1 | $974K | Sell |
19,808
-5,375
| -21% | -$264K | 0.2% | 80 |
|
|
2023
Q4 | $1.18M | Sell |
25,183
-600
| -2% | -$28.2K | 0.26% | 73 |
|
|
2023
Q3 | $1.15M | Sell |
25,783
-13,527
| -34% | -$604K | 0.26% | 71 |
|
|
2023
Q2 | $2.04M | Buy |
39,310
+23,690
| +152% | +$1.23M | 0.43% | 53 |
|
|
2023
Q1 | $873K | Buy |
15,620
+6,002
| +62% | +$336K | 0.2% | 86 |
|
|
2022
Q4 | $590K | Sell |
9,618
-7,200
| -43% | -$442K | 0.14% | 106 |
|
|
2022
Q3 | $1.16M | Buy |
16,818
+7,540
| +81% | +$521K | 0.31% | 71 |
|
|
2022
Q2 | $741K | Sell |
9,278
-21,853
| -70% | -$1.75M | 0.22% | 86 |
|
|
2022
Q1 | $2.65M | Sell |
31,131
-2,060
| -6% | -$175K | 0.63% | 44 |
|
|
2021
Q4 | $2.61M | Buy |
33,191
+2,450
| +8% | +$193K | 0.61% | 44 |
|
|
2021
Q3 | $2.25M | Buy |
30,741
+793
| +3% | +$57.9K | 0.6% | 44 |
|
|
2021
Q2 | $2.2M | Buy |
29,948
+335
| +1% | +$24.6K | 0.6% | 42 |
|
|
2021
Q1 | $2.25M | Sell |
29,613
-1,158
| -4% | -$87.9K | 0.67% | 40 |
|
|
2020
Q4 | $2.31M | Buy |
30,771
+675
| +2% | +$50.8K | 0.76% | 38 |
|
|
2020
Q3 | $2.38M | Sell |
30,096
-13,244
| -31% | -$1.05M | 0.89% | 30 |
|
|
2020
Q2 | $3.52M | Buy |
43,340
+5,000
| +13% | +$406K | 1.4% | 24 |
|
|
2020
Q1 | $2.77M | Buy |
38,340
+2,675
| +8% | +$193K | 1.33% | 26 |
|
|
2019
Q4 | $2.95M | Buy |
35,665
+1,025
| +3% | +$84.9K | 1.07% | 28 |
|
|
2019
Q3 | $2.81M | Buy |
34,640
+9,515
| +38% | +$771K | 1.13% | 28 |
|
|
2019
Q2 | $1.94M | Buy |
25,125
+8,350
| +50% | +$646K | 0.76% | 45 |
|
|
2019
Q1 | $1.29M | Buy |
16,775
+6,050
| +56% | +$464K | 0.55% | 57 |
|
|
2018
Q4 | $766K | Buy |
10,725
+1,750
| +19% | +$125K | 0.38% | 69 |
|
|
2018
Q3 | $631K | Sell |
8,975
-1,230
| -12% | -$86.5K | 0.26% | 87 |
|
|
2018
Q2 | $696K | Buy |
10,205
+604
| +6% | +$41.2K | 0.29% | 82 |
|
|
2018
Q1 | $647K | Buy |
9,601
+950
| +11% | +$64K | 0.28% | 86 |
|
|
2017
Q4 | $701K | Buy |
8,651
+1,686
| +24% | +$137K | 0.29% | 87 |
|
|
2017
Q3 | $536K | Hold |
6,965
| – | – | 0.23% | 92 |
|
|
2017
Q2 | $534K | Buy |
6,965
+850
| +14% | +$65.2K | 0.25% | 89 |
|
|
2017
Q1 | $474K | Buy |
6,115
+525
| +9% | +$40.7K | 0.23% | 94 |
|
|
2016
Q4 | $428K | Buy |
5,590
+400
| +8% | +$30.6K | 0.22% | 98 |
|
|
2016
Q3 | $385K | Buy |
5,190
+25
| +0.5% | +$1.86K | 0.22% | 100 |
|
|
2016
Q2 | $403K | Hold |
5,165
| – | – | 0.22% | 98 |
|
|
2016
Q1 | $388K | Buy |
+5,165
| New | +$388K | 0.23% | 95 |
|