Whitener 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 | $837K | Sell |
14,805
-65
| -0.4% | -$3.67K | 0.22% | 82 |
|
|
2025
Q1 | $834K | Buy |
14,870
+247
| +2% | +$13.8K | 0.24% | 79 |
|
|
2024
Q4 | $788K | Buy |
14,623
+3
| +0% | +$162 | 0.22% | 80 |
|
|
2024
Q3 | $845K | Sell |
14,620
-330
| -2% | -$19.1K | 0.24% | 76 |
|
|
2024
Q2 | $733K | Sell |
14,950
-176
| -1% | -$8.62K | 0.22% | 78 |
|
|
2024
Q1 | $744K | Sell |
15,126
-419
| -3% | -$20.6K | 0.24% | 77 |
|
|
2023
Q4 | $731K | Sell |
15,545
-3,550
| -19% | -$167K | 0.26% | 74 |
|
|
2023
Q3 | $853K | Sell |
19,095
-150
| -0.8% | -$6.7K | 0.34% | 60 |
|
|
2023
Q2 | $997K | Buy |
19,245
+595
| +3% | +$30.8K | 0.38% | 57 |
|
|
2023
Q1 | $1.04M | Buy |
18,650
+95
| +0.5% | +$5.31K | 0.44% | 54 |
|
|
2022
Q4 | $1.14M | Sell |
18,555
-3,550
| -16% | -$218K | 0.5% | 51 |
|
|
2022
Q3 | $1.53M | Buy |
22,105
+275
| +1% | +$19K | 0.72% | 38 |
|
|
2022
Q2 | $1.74M | Buy |
21,830
+945
| +5% | +$75.4K | 0.79% | 37 |
|
|
2022
Q1 | $1.77M | Sell |
20,885
-600
| -3% | -$51K | 0.67% | 38 |
|
|
2021
Q4 | $1.69M | Sell |
21,485
-530
| -2% | -$41.6K | 0.6% | 41 |
|
|
2021
Q3 | $1.66M | Sell |
22,015
-925
| -4% | -$69.5K | 0.76% | 34 |
|
|
2021
Q2 | $1.69M | Buy |
22,940
+550
| +2% | +$40.4K | 0.67% | 39 |
|
|
2021
Q1 | $1.7M | Buy |
22,390
+375
| +2% | +$28.5K | 0.74% | 35 |
|
|
2020
Q4 | $1.66M | Buy |
22,015
+1,723
| +8% | +$130K | 0.76% | 34 |
|
|
2020
Q3 | $1.6M | Buy |
20,292
+700
| +4% | +$55.2K | 0.77% | 35 |
|
|
2020
Q2 | $1.59M | Sell |
19,592
-1,292
| -6% | -$105K | 0.83% | 33 |
|
|
2020
Q1 | $1.51M | Buy |
20,884
+2,571
| +14% | +$186K | 0.97% | 29 |
|
|
2019
Q4 | $1.52M | Buy |
18,313
+1,778
| +11% | +$147K | 0.79% | 34 |
|
|
2019
Q3 | $1.34M | Sell |
16,535
-1,549
| -9% | -$125K | 0.73% | 35 |
|
|
2019
Q2 | $1.4M | Buy |
18,084
+254
| +1% | +$19.6K | 0.8% | 34 |
|
|
2019
Q1 | $1.37M | Buy |
17,830
+2,019
| +13% | +$155K | 0.89% | 26 |
|
|
2018
Q4 | $1.13M | Buy |
15,811
+671
| +4% | +$47.9K | 0.83% | 31 |
|
|
2018
Q3 | $1.06M | Buy |
15,140
+1,139
| +8% | +$80K | 0.7% | 34 |
|
|
2018
Q2 | $954K | Sell |
14,001
-70
| -0.5% | -$4.77K | 0.75% | 34 |
|
|
2018
Q1 | $948K | Buy |
14,071
+3,479
| +33% | +$234K | 0.73% | 34 |
|
|
2017
Q4 | $858K | Buy |
+10,592
| New | +$858K | 0.74% | 34 |
|