A detailed history of Precedent Wealth Partners, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 13,087 shares of D stock, worth $703,687. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,087
Previous 10,742 21.83%
Holding current value
$703,687
Previous $526 Million 43.68%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Oct 17, 2024

BUY
$48.01 - $58.53 $112,583 - $137,252
2,345 Added 21.83%
13,087 $756 Million
Q2 2024

Jul 23, 2024

BUY
$46.86 - $53.94 $138,237 - $159,123
2,950 Added 37.86%
10,742 $526 Million
Q1 2024

Apr 23, 2024

BUY
$44.15 - $49.19 $81,015 - $90,263
1,835 Added 30.8%
7,792 $383 Million
Q4 2023

Jan 18, 2024

BUY
$39.53 - $49.47 $235,480 - $294,692
5,957 New
5,957 $280 Million

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 $44.8B
  • 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
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