A detailed history of Schechter Investment Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 3,660 shares of D stock, worth $211,218. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,660
Holding current value
$211,218
% of portfolio
0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$48.01 - $58.53 $175,716 - $214,219
3,660 New
3,660 $211,000
Q2 2023

Jul 26, 2023

BUY
$49.02 - $58.68 $25,686 - $30,748
524 Added 13.84%
4,310 $223,000
Q1 2023

Apr 28, 2023

BUY
$52.22 - $63.64 $197,704 - $240,941
3,786 New
3,786 $211,000
Q3 2022

Nov 04, 2022

SELL
$69.11 - $85.65 $58,536 - $72,545
-847 Reduced 9.21%
8,346 $576,000
Q2 2022

Nov 03, 2022

BUY
$73.41 - $88.38 $674,858 - $812,477
9,193 New
9,193 $733,000
Q1 2022

Nov 18, 2022

BUY
$77.16 - $85.43 $31,326 - $34,684
406 Added 4.86%
8,752 $744,000
Q4 2021

Dec 27, 2022

SELL
$70.85 - $78.57 $13,886 - $15,399
-196 Reduced 2.35%
8,150 $641,000

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $48B
  • 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...
More about D
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.