Caldwell Trust CO Dominion Energy, Inc Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Dominion Energy, Inc stock. As of the latest transaction made, Caldwell Trust CO holds 15,011 shares of D stock, worth $924,377. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,011

Previous 11,522 30.28%

Holding current value

$924,377

Previous $651 Million 41.0%

% of portfolio

0.09%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$56.32 - $62.1 $196,500 - $216,666	3,489 Added 30.28%	15,011 $918 Million
Q2 2025 Sep 22, 2025	BUY	$49.66 - $58.0 $572,182 - $668,276	11,522 New	11,522 $651 Million
Q4 2023 Oct 01, 2025	SELL	$39.53 - $49.47 $52,179 - $65,300	-1,320 Reduced 9.03%	13,295 $625 Million
Q3 2023 Oct 01, 2025	SELL	$44.14 - $54.45 $106,686 - $131,605	-2,417 Reduced 14.19%	14,615 $653 Million
Q1 2023 Oct 01, 2025	BUY	$52.22 - $63.64 $287,732 - $350,656	5,510 Added 47.82%	17,032 $952 Million
Q4 2022 Oct 01, 2025	BUY	$57.96 - $71.5 $27,762 - $34,248	479 Added 2.89%	17,032 $1.04 Billion
Q3 2022 Oct 01, 2025	BUY	$69.11 - $85.65 $347,692 - $430,905	5,031 Added 43.66%	16,553 $1.14 Billion
Q2 2022 Oct 01, 2025	SELL	$73.41 - $88.38 $8,882 - $10,693	-121 Reduced 0.72%	16,693 $1.33 Billion
Q1 2022 Oct 01, 2025	BUY	$77.16 - $85.43 $408,330 - $452,095	5,292 Added 45.93%	16,814 $1.43 Billion
Q4 2021 Oct 02, 2025	BUY	$70.85 - $78.57 $100,323 - $111,255	1,416 Added 8.92%	17,283 $1.36 Billion
Q3 2021 Oct 02, 2025	SELL	$73.02 - $80.05 $148,595 - $162,901	-2,035 Reduced 11.37%	15,867 $1.16 Billion
Q2 2021 Oct 02, 2025	BUY	$73.51 - $80.37 $56,455 - $61,724	768 Added 4.48%	17,902 $1.32 Billion
Q1 2021 Oct 02, 2025	BUY	$68.0 - $76.7 $381,616 - $430,440	5,612 Added 48.71%	17,134 $1.3 Billion
Q4 2020 Oct 02, 2025	BUY	$73.5 - $86.07 $322,591 - $377,761	4,389 Added 38.09%	15,911 $1.2 Billion
Q3 2020 Oct 02, 2025	BUY	$73.58 - $82.69 $43,853 - $49,283	596 Added 3.66%	16,861 $1.33 Billion
Q1 2020 Oct 02, 2025	BUY	$59.39 - $89.8 $281,686 - $425,921	4,743 Added 41.16%	16,265 $1.17 Billion
Q4 2019 Oct 06, 2025	BUY	$79.62 - $83.46 $368,162 - $385,919	4,624 Added 40.13%	16,146 $1.34 Billion

Others Institutions Holding D

# of Institutions

1,618

Shares Held

680M

Call Options Held

5.99M

Put Options Held

3.21M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $51.3B
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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Caldwell Trust CO Dominion Energy, Inc Transaction History