Shelton 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 | $266K | Hold |
4,701
| – | – | 0.01% | 534 |
|
|
2025
Q1 | $264K | Sell |
4,701
-127
| -3% | -$7.12K | 0.01% | 533 |
|
|
2024
Q4 | $260K | Hold |
4,828
| – | – | 0.01% | 564 |
|
|
2024
Q3 | $279K | Sell |
4,828
-302
| -6% | -$17.5K | 0.01% | 538 |
|
|
2024
Q2 | $251K | Sell |
5,130
-2
| -0% | -$98 | 0.01% | 558 |
|
|
2024
Q1 | $252K | Sell |
5,132
-100
| -2% | -$4.92K | 0.01% | 600 |
|
|
2023
Q4 | $246K | Sell |
5,232
-10,400
| -67% | -$489K | 0.01% | 579 |
|
|
2023
Q3 | $698K | Hold |
15,632
| – | – | 0.03% | 284 |
|
|
2023
Q2 | $810K | Sell |
15,632
-100
| -0.6% | -$5.18K | 0.03% | 279 |
|
|
2023
Q1 | $880K | Buy |
15,732
+5,332
| +51% | +$298K | 0.04% | 243 |
|
|
2022
Q4 | $638K | Sell |
10,400
-5,482
| -35% | -$336K | 0.07% | 242 |
|
|
2022
Q3 | $1.1M | Sell |
15,882
-13,900
| -47% | -$961K | 0.05% | 235 |
|
|
2022
Q2 | $2.38M | Hold |
29,782
| – | – | 0.11% | 193 |
|
|
2022
Q1 | $2.53M | Sell |
29,782
-66
| -0.2% | -$5.61K | 0.09% | 206 |
|
|
2021
Q4 | $2.35M | Sell |
29,848
-683
| -2% | -$53.7K | 0.08% | 220 |
|
|
2021
Q3 | $2.23M | Hold |
30,531
| – | – | 0.09% | 216 |
|
|
2021
Q2 | $2.25M | Sell |
30,531
-71,501
| -70% | -$5.26M | 0.08% | 221 |
|
|
2021
Q1 | $7.75M | Sell |
102,032
-3,032
| -3% | -$230K | 0.27% | 79 |
|
|
2020
Q4 | $7.9M | Buy |
105,064
+72,702
| +225% | +$5.47M | 0.36% | 56 |
|
|
2020
Q3 | $2.55M | Buy |
32,362
+26,300
| +434% | +$2.08M | 0.11% | 209 |
|
|
2020
Q2 | $492K | Sell |
6,062
-446
| -7% | -$36.2K | 0.03% | 324 |
|
|
2020
Q1 | $470K | Hold |
6,508
| – | – | 0.03% | 295 |
|
|
2019
Q4 | $539K | Sell |
6,508
-536
| -8% | -$44.4K | 0.03% | 328 |
|
|
2019
Q3 | $571K | Hold |
7,044
| – | – | 0.03% | 310 |
|
|
2019
Q2 | $545K | Buy |
7,044
+6,621
| +1,565% | +$512K | 0.03% | 323 |
|
|
2019
Q1 | $5.52K | Sell |
423
-3,828
| -90% | -$50K | 0.02% | 552 |
|
|
2018
Q4 | $304K | Hold |
4,251
| – | – | 0.02% | 471 |
|
|
2018
Q3 | $299K | Sell |
4,251
-201
| -5% | -$14.1K | 0.02% | 593 |
|
|
2018
Q2 | $304K | Buy |
4,452
+201
| +5% | +$13.7K | 0.02% | 552 |
|
|
2018
Q1 | $287K | Hold |
4,251
| – | – | 0.02% | 568 |
|
|
2017
Q4 | $345K | Hold |
4,251
| – | – | 0.02% | 509 |
|
|
2017
Q3 | $327K | Hold |
4,251
| – | – | 0.02% | 518 |
|
|
2017
Q2 | $326K | Sell |
4,251
-500
| -11% | -$38.3K | 0.02% | 526 |
|
|
2017
Q1 | $369K | Sell |
4,751
-800
| -14% | -$62.1K | 0.03% | 479 |
|
|
2016
Q4 | $425K | Sell |
5,551
-3,800
| -41% | -$291K | 0.03% | 436 |
|
|
2016
Q3 | $694K | Sell |
9,351
-5,300
| -36% | -$393K | 0.06% | 275 |
|
|
2016
Q2 | $1.14M | Sell |
14,651
-900
| -6% | -$70.2K | 0.1% | 183 |
|
|
2016
Q1 | $1.17M | Buy |
15,551
+3,600
| +30% | +$270K | 0.11% | 178 |
|
|
2015
Q4 | $808K | Sell |
11,951
-1,300
| -10% | -$87.9K | 0.08% | 221 |
|
|
2015
Q3 | $933K | Buy |
13,251
+1,200
| +10% | +$84.5K | 0.1% | 187 |
|
|
2015
Q2 | $806K | Buy |
12,051
+1,600
| +15% | +$107K | 0.08% | 221 |
|
|
2015
Q1 | $741K | Buy |
10,451
+700
| +7% | +$49.6K | 0.08% | 246 |
|
|
2014
Q4 | $750K | Buy |
9,751
+5,500
| +129% | +$423K | 0.09% | 236 |
|
|
2014
Q3 | $294K | Hold |
4,251
| – | – | 0.04% | 550 |
|
|
2014
Q2 | $304K | Hold |
4,251
| – | – | 0.04% | 561 |
|
|
2014
Q1 | $302K | Hold |
4,251
| – | – | 0.04% | 526 |
|
|
2013
Q4 | $275K | Hold |
4,251
| – | – | 0.04% | 556 |
|
|
2013
Q3 | $266K | Hold |
4,251
| – | – | 0.04% | 520 |
|
|
2013
Q2 | $242K | Buy |
+4,251
| New | +$242K | 0.04% | 525 |
|