Acorn Financial Advisory Services Inc Dominion Energy, Inc Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Dominion Energy, Inc stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 14,666 shares of D stock, worth $845,201. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,666

Previous 14,686 0.14%

Holding current value

$845,201

Previous $719,000 17.8%

% of portfolio

0.17%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$48.01 - $58.53 $960 - $1,170	-20 Reduced 0.14%	14,666 $847,000
Q2 2024 Aug 01, 2024	BUY	$46.86 - $53.94 $2,999 - $3,452	64 Added 0.44%	14,686 $719,000
Q1 2024 May 08, 2024	SELL	$44.15 - $49.19 $78,719 - $87,705	-1,783 Reduced 10.87%	14,622 $719,000
Q4 2023 Jan 17, 2024	SELL	$39.53 - $49.47 $22,453 - $28,098	-568 Reduced 3.35%	16,405 $771,000
Q3 2023 Oct 10, 2023	SELL	$44.14 - $54.45 $139,438 - $172,007	-3,159 Reduced 15.69%	16,973 $758,000
Q2 2023 Jul 20, 2023	BUY	$49.02 - $58.68 $52,059 - $62,318	1,062 Added 5.57%	20,132 $1.04 Million
Q1 2023 Apr 26, 2023	BUY	$52.22 - $63.64 $8,355 - $10,182	160 Added 0.85%	19,070 $1.07 Million
Q4 2022 Jan 20, 2023	BUY	$57.96 - $71.5 $10,316 - $12,727	178 Added 0.95%	18,910 $0
Q3 2022 Oct 12, 2022	SELL	$69.11 - $85.65 $113,755 - $140,979	-1,646 Reduced 8.08%	18,732 $1.29 Million
Q2 2022 Jul 12, 2022	BUY	$73.41 - $88.38 $27,895 - $33,584	380 Added 1.9%	20,378 $1.63 Million
Q1 2022 Apr 18, 2022	BUY	$77.16 - $85.43 $2,083 - $2,306	27 Added 0.14%	19,998 $1.7 Million
Q4 2021 Jan 31, 2022	SELL	$70.85 - $78.57 $28,339 - $31,427	-400 Reduced 1.96%	19,971 $1.57 Million
Q3 2021 Nov 15, 2021	BUY	$73.02 - $80.05 $117,781 - $129,120	1,613 Added 8.6%	20,371 $1.49 Million
Q2 2021 Jul 23, 2021	SELL	$73.51 - $80.37 $19,480 - $21,298	-265 Reduced 1.39%	18,758 $1.38 Million
Q1 2021 Apr 12, 2021	SELL	$68.0 - $76.7 $14,620 - $16,490	-215 Reduced 1.12%	19,023 $1.45 Million
Q4 2020 Jan 25, 2021	BUY	$73.5 - $86.07 $30,282 - $35,460	412 Added 2.19%	19,238 $1.45 Million
Q3 2020 Oct 15, 2020	BUY	$73.58 - $82.69 $9,712 - $10,915	132 Added 0.71%	18,826 $1.49 Million
Q2 2020 Jul 10, 2020	BUY	$69.55 - $87.0 $952,904 - $1.19 Million	13,701 Added 274.4%	18,694 $1.52 Million
Q1 2020 Apr 15, 2020	SELL	$59.39 - $89.8 $717,846 - $1.09 Million	-12,087 Reduced 70.77%	4,993 $360,000
Q4 2019 Jan 27, 2020	BUY	$79.62 - $83.46 $1.36 Million - $1.43 Million	17,080 New	17,080 $1.42 Million

Others Institutions Holding D

# of Institutions

1,498

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

View Full List

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...

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Acorn Financial Advisory Services Inc Dominion Energy, Inc Transaction History