Baker Tilly Wealth Management, LLC Dominion Energy, Inc Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	BUY	$52.22 - $63.64 $450,658 - $549,213	8,630 Added 71.08%	20,772 $1.16 Million
Q4 2022 Jan 26, 2023	SELL	$57.96 - $71.5 $140,321 - $173,101	-2,421 Reduced 16.62%	12,142 $0
Q3 2022 Oct 20, 2022	BUY	$69.11 - $85.65 $53,076 - $65,779	768 Added 5.57%	14,563 $1.01 Million
Q2 2022 Jul 28, 2022	SELL	$73.41 - $88.38 $10,497 - $12,638	-143 Reduced 1.03%	13,795 $1.1 Million
Q1 2022 Apr 27, 2022	BUY	$77.16 - $85.43 $32,947 - $36,478	427 Added 3.16%	13,938 $1.18 Million

Q4 2021 Feb 08, 2022	BUY	$70.85 - $78.57 $91,113 - $101,041	1,286 Added 10.52%	13,511 $1.06 Million
Q3 2021 Nov 02, 2021	BUY	$73.02 - $80.05 $137,058 - $150,253	1,877 Added 18.14%	12,225 $893,000
Q2 2021 Jul 30, 2021	BUY	$73.51 - $80.37 $52,633 - $57,544	716 Added 7.43%	10,348 $761,000
Q1 2021 Apr 28, 2021	BUY	$68.0 - $76.7 $107,236 - $120,955	1,577 Added 19.58%	9,632 $732,000
Q4 2020 Feb 03, 2021	BUY	$73.5 - $86.07 $592,042 - $693,293	8,055 New	8,055 $606,000

1,351

614M

7.63M

3.13M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $41B
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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