Strategic Wealth Partners, Ltd. Dominion Energy, Inc Transaction History

Strategic Wealth Partners, Ltd.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 May 20, 2024	SELL	$44.14 - $54.45 $428,246 - $528,273	-9,702 Reduced 19.86%	39,162 $1.75 Million
Q2 2023 May 20, 2024	SELL	$49.02 - $58.68 $18,186 - $21,770	-371 Reduced 0.75%	48,864 $2.53 Million
Q1 2023 Apr 24, 2023	BUY	$52.22 - $63.64 $934,999 - $1.14 Million	17,905 Added 57.15%	49,235 $2.75 Million
Q4 2022 Apr 24, 2023	SELL	$57.96 - $71.5 $1.82 Million - $2.25 Million	-31,462 Reduced 50.11%	31,330 $1.92 Million
Q3 2022 Apr 24, 2023	SELL	$69.11 - $85.65 $26,261 - $32,547	-380 Reduced 0.6%	62,792 $4.34 Million
Q2 2022 Aug 22, 2022	SELL	$73.41 - $88.38 $108,867 - $131,067	-1,483 Reduced 2.29%	63,172 $5.04 Million
Q1 2022 May 19, 2022	SELL	$77.16 - $85.43 $522,990 - $579,044	-6,778 Reduced 9.49%	64,655 $5.49 Million
Q4 2021 Feb 11, 2022	BUY	$70.85 - $78.57 $5.06 Million - $5.61 Million	71,433 New	71,433 $5.61 Million
Q4 2019 Jan 30, 2020	SELL	$79.62 - $83.46 $6,528 - $6,843	-82 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	$73.31 - $79.22 $2,492 - $2,693	-34 Reduced 29.31%	82 $6,000
Q4 2018 Jan 24, 2019	SELL	$69.89 - $76.92 $3,843 - $4,230	-55 Reduced 32.16%	116 $8,000
Q3 2018 Dec 06, 2018	SELL	$68.08 - $72.45 $3,199 - $3,405	-47 Reduced 21.56%	171 $12,000
Q2 2018 Sep 04, 2018	SELL	$61.75 - $68.47 $385,690 - $427,663	-6,246 Reduced 96.63%	218 $15,000
Q1 2018 Jul 13, 2018	BUY	$67.3 - $80.28 $435,027 - $518,929	6,464 New	6,464 $436,000

1,500

621M

4.56M

2.32M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $46.4B
Description
Dominion Energy, Inc. produces and distributes energy in the United States. The company operates through four segments: Dominion Energy Virginia, Gas Distribution, Dominion Energy South Carolina, and Contracted Assets. The Dominion Energy Virginia segment generates, transmits, and distributes regulated electricity to approximately 2.7 million re...

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