David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Dominion Energy, Inc. (D)
← All D superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q3 0 0.00 Sell 100.00% 0.18 $56.58–67.97 · VW $63.15i SEC
2013   Q2 22,375 0.18 Add 34.10% 0.05 $53.79–60.44 · VW $57.53i $1,271,000 SEC
2013   Q1 16,685 0.14 Add 12.58% 0.02 $55.45–61.85 · VW $57.95i $971,000 SEC
2012   Q4 14,820 0.13 Add 2.49% <0.01 $50.36–57.19 · VW $54.52i $768,000 SEC
2012   Q3 14,460 0.11 Add 10.47% 0.01 $48.94–53.89 · VW $51.31i $766,000 SEC
2012   Q2 13,090 0.10 Add 7.25% <0.01 $51.28–55.62 · VW $53.13i $707,000 SEC
2012   Q1 12,205 0.08 Buy 0.08 $49.87–52.74 · VW $51.56i $625,000 SEC
Price snapshot:
Current price$70.80
52-week low$53.81
52-week high$70.98