Tortoise Investment 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 | $2.77K | Buy |
+49
| New | +$2.77K | ﹤0.01% | 731 |
|
|
2024
Q1 | – | Sell |
-44
| Closed | -$2.07K | – | 867 |
|
|
2023
Q4 | $2.07K | Hold |
44
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $1.97K | Hold |
44
| – | – | ﹤0.01% | 697 |
|
|
2023
Q2 | $2.28K | Buy |
+44
| New | +$2.28K | ﹤0.01% | 683 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$2K | – | 545 |
|
|
2018
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 500 |
|
|
2018
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 516 |
|
|
2018
Q1 | $2K | Sell |
32
-148
| -82% | -$9.25K | ﹤0.01% | 497 |
|
|
2017
Q4 | $15K | Hold |
180
| – | – | ﹤0.01% | 348 |
|
|
2017
Q3 | $14K | Hold |
180
| – | – | ﹤0.01% | 331 |
|
|
2017
Q2 | $14K | Hold |
180
| – | – | ﹤0.01% | 317 |
|
|
2017
Q1 | $14K | Buy |
180
+32
| +22% | +$2.49K | ﹤0.01% | 297 |
|
|
2016
Q4 | $11K | Hold |
148
| – | – | ﹤0.01% | 319 |
|
|
2016
Q3 | $11K | Hold |
148
| – | – | ﹤0.01% | 301 |
|
|
2016
Q2 | $12K | Buy |
+148
| New | +$12K | ﹤0.01% | 290 |
|
|
2015
Q3 | – | Sell |
-8
| Closed | -$1K | – | 404 |
|
|
2015
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 410 |
|
|
2015
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 394 |
|
|
2014
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 442 |
|