Aevitas Wealth Management, Inc. Dominion Energy, Inc Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 3,902 shares of D stock, worth $227,759. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,902

Previous 6,716 41.9%

Holding current value

$227,759

Previous $464,000 48.49%

% of portfolio

0.14%

Previous 0.35%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	SELL	$57.96 - $71.5 $163,099 - $201,201	-2,814 Reduced 41.9%	3,902 $0
Q3 2022 Oct 24, 2022	BUY	$69.11 - $85.65 $2,487 - $3,083	36 Added 0.54%	6,716 $464,000
Q2 2022 Jul 22, 2022	BUY	$73.41 - $88.38 $2,862 - $3,446	39 Added 0.59%	6,680 $533,000
Q1 2022 Apr 25, 2022	BUY	$77.16 - $85.43 $25,848 - $28,619	335 Added 5.31%	6,641 $564,000
Q4 2021 Jan 19, 2022	BUY	$70.85 - $78.57 $37,621 - $41,720	531 Added 9.19%	6,306 $495,000
Q3 2021 Nov 01, 2021	SELL	$73.02 - $80.05 $2,774 - $3,041	-38 Reduced 0.65%	5,775 $422,000
Q2 2021 Jul 22, 2021	BUY	$73.51 - $80.37 $18,892 - $20,655	257 Added 4.63%	5,813 $428,000
Q1 2021 Apr 29, 2021	BUY	$68.0 - $76.7 $6,732 - $7,593	99 Added 1.81%	5,556 $422,000
Q4 2020 Jan 19, 2021	SELL	$73.5 - $86.07 $67,179 - $78,667	-914 Reduced 14.35%	5,457 $410,000
Q3 2020 Oct 22, 2020	BUY	$73.58 - $82.69 $33,258 - $37,375	452 Added 7.64%	6,371 $503,000
Q2 2020 Jul 29, 2020	BUY	$69.55 - $87.0 $6,746 - $8,439	97 Added 1.67%	5,919 $481,000
Q1 2020 Apr 16, 2020	BUY	$59.39 - $89.8 $11,343 - $17,151	191 Added 3.39%	5,822 $420,000
Q4 2019 Jan 31, 2020	BUY	$79.62 - $83.46 $27,548 - $28,877	346 Added 6.55%	5,631 $466,000
Q3 2019 Oct 21, 2019	BUY	$74.29 - $81.04 $3,120 - $3,403	42 Added 0.8%	5,285 $428,000
Q2 2019 Jul 26, 2019	BUY	$73.31 - $79.22 $35,848 - $38,738	489 Added 10.29%	5,243 $405,000
Q1 2019 May 09, 2019	BUY	$67.97 - $77.04 $74,087 - $83,973	1,090 Added 29.75%	4,754 $364,000
Q4 2018 Feb 14, 2019	SELL	$69.89 - $76.92 $32,498 - $35,767	-465 Reduced 11.26%	3,664 $262,000
Q3 2018 Nov 14, 2018	BUY	$68.08 - $72.45 $29,750 - $31,660	437 Added 11.84%	4,129 $290,000
Q2 2018 Aug 10, 2018	BUY	$61.75 - $68.47 $2,099 - $2,327	34 Added 0.93%	3,692 $252,000
Q1 2018 May 15, 2018	BUY	$67.3 - $80.28 $2,153 - $2,568	32 Added 0.88%	3,658 $247,000
Q4 2017 Feb 13, 2018	BUY	$75.95 - $84.91 $275,394 - $307,883	3,626	3,626 $294,000

Others Institutions Holding D

# of Institutions

1,497

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 $48.6B
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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Aevitas Wealth Management, Inc. Dominion Energy, Inc Transaction History