Avantax Advisory Services, Inc. Dominion Energy, Inc Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 61,657 shares of D stock, worth $3.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

61,657

Previous 66,634 7.47%

Holding current value

$3.25 Million

Previous $3.27 Million 9.13%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$48.01 - $58.53 $238,945 - $291,303	-4,977 Reduced 7.47%	61,657 $3.56 Million
Q2 2024 Aug 09, 2024	BUY	$46.86 - $53.94 $1.19 Million - $1.38 Million	25,495 Added 61.97%	66,634 $3.27 Million
Q1 2024 May 08, 2024	SELL	$44.15 - $49.19 $549,137 - $611,825	-12,438 Reduced 23.22%	41,139 $2.02 Million
Q4 2023 Feb 07, 2024	SELL	$39.53 - $49.47 $102,817 - $128,671	-2,601 Reduced 4.63%	53,577 $2.52 Million
Q3 2023 Nov 07, 2023	BUY	$44.14 - $54.45 $17,302 - $21,344	392 Added 0.7%	56,178 $2.51 Million
Q2 2023 Aug 11, 2023	SELL	$49.02 - $58.68 $2.99 Million - $3.57 Million	-60,918 Reduced 52.2%	55,786 $2.89 Million
Q1 2023 Apr 28, 2023	BUY	$52.22 - $63.64 $382,563 - $466,226	7,326 Added 6.7%	116,704 $6.52 Million
Q4 2022 Feb 13, 2023	BUY	$57.96 - $71.5 $308,231 - $380,237	5,318 Added 5.11%	109,378 $6.71 Million
Q3 2022 Nov 01, 2022	BUY	$69.11 - $85.65 $1.27 Million - $1.58 Million	18,436 Added 21.53%	104,060 $7.19 Million
Q2 2022 Aug 02, 2022	BUY	$73.41 - $88.38 $547,124 - $658,696	7,453 Added 9.53%	85,624 $6.83 Million
Q1 2022 Apr 27, 2022	BUY	$77.16 - $85.43 $689,193 - $763,060	8,932 Added 12.9%	78,171 $6.64 Million
Q4 2021 Jan 24, 2022	BUY	$70.85 - $78.57 $533,571 - $591,710	7,531 Added 12.2%	69,239 $5.44 Million
Q3 2021 Oct 21, 2021	BUY	$73.02 - $80.05 $641,188 - $702,919	8,781 Added 16.59%	61,708 $4.5 Million
Q2 2021 Jul 29, 2021	BUY	$73.51 - $80.37 $657,693 - $719,070	8,947 Added 20.34%	52,927 $3.89 Million
Q1 2021 May 13, 2021	BUY	$68.0 - $76.7 $359,992 - $406,049	5,294 Added 13.68%	43,980 $3.35 Million
Q4 2020 Jan 22, 2021	SELL	$73.5 - $86.07 $2.78 Million - $3.25 Million	-37,810 Reduced 49.43%	38,686 $2.91 Million
Q3 2020 Oct 14, 2020	BUY	$73.58 - $82.69 $3.01 Million - $3.38 Million	40,929 Added 115.08%	76,496 $6.04 Million
Q2 2020 Aug 06, 2020	BUY	$69.55 - $87.0 $112,949 - $141,288	1,624 Added 4.78%	35,567 $2.89 Million
Q1 2020 Apr 30, 2020	BUY	$59.39 - $89.8 $221,702 - $335,223	3,733 Added 12.36%	33,943 $2.45 Million
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $714,032 - $748,469	8,968 Added 42.22%	30,210 $2.5 Million
Q3 2019 Nov 08, 2019	BUY	$74.29 - $81.04 $276,953 - $302,117	3,728 Added 21.29%	21,242 $1.72 Million
Q2 2019 Aug 06, 2019	BUY	$73.31 - $79.22 $135,623 - $146,557	1,850 Added 11.81%	17,514 $1.35 Million
Q1 2019 May 13, 2019	BUY	$67.97 - $77.04 $58,386 - $66,177	859 Added 5.8%	15,664 $1.2 Million
Q4 2018 Feb 13, 2019	BUY	$69.89 - $76.92 $1.03 Million - $1.14 Million	14,805 New	14,805 $1.06 Million

Others Institutions Holding D

# of Institutions

1,499

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 $43.8B
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...

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Avantax Advisory Services, Inc. Dominion Energy, Inc Transaction History