Bartlett & Co. Wealth Management LLC Dominion Energy, Inc Transaction History

Bartlett & Co. Wealth Management LLC

$7.16 Trillion
Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,431 shares of D stock, worth $142,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,431

Previous 2,432 0.04%

Holding current value

$142,237

Previous $136 Million 0.76%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$49.66 - $58.0 $49 - $58	-1 Reduced 0.04%	2,431 $137 Million
Q1 2025 Apr 24, 2025	SELL	$52.85 - $57.43 $43,971 - $47,781	-832 Reduced 25.49%	2,432 $136 Million
Q4 2024 Jan 17, 2025	SELL	$52.63 - $60.92 $143,258 - $165,824	-2,722 Reduced 45.47%	3,264 $176 Million
Q2 2024 Jul 12, 2024	SELL	$46.86 - $53.94 $3,467 - $3,991	-74 Reduced 1.22%	5,986 $293 Million
Q1 2024 May 09, 2024	SELL	$44.15 - $49.19 $2,030 - $2,262	-46 Reduced 0.75%	6,060 $298 Million
Q4 2023 Feb 14, 2024	SELL	$39.53 - $49.47 $19,765 - $24,735	-500 Reduced 7.57%	6,106 $287 Million
Q3 2023 Feb 14, 2024	SELL	$44.14 - $54.45 $54,866 - $67,681	-1,243 Reduced 15.84%	6,606 $295 Million
Q2 2023 Feb 14, 2024	BUY	$49.02 - $58.68 $65,196 - $78,044	1,330 Added 20.4%	7,849 $407 Million
Q1 2023 Feb 14, 2024	SELL	$52.22 - $63.64 $69,713 - $84,959	-1,335 Reduced 17.0%	6,519 $364 Million
Q4 2022 Feb 14, 2024	SELL	$57.96 - $71.5 $10,027 - $12,369	-173 Reduced 2.16%	7,854 $482 Million
Q3 2022 Feb 14, 2024	SELL	$69.11 - $85.65 $1,796 - $2,226	-26 Reduced 0.32%	8,027 $555 Million
Q2 2022 Feb 14, 2024	BUY	$73.41 - $88.38 $3,450 - $4,153	47 Added 0.59%	8,053 $643 Million
Q1 2022 Feb 14, 2024	SELL	$77.16 - $85.43 $25,077 - $27,764	-325 Reduced 3.9%	8,006 $680 Million
Q4 2021 Feb 14, 2024	BUY	$70.85 - $78.57 $10,627 - $11,785	150 Added 1.83%	8,331 $654 Million
Q3 2021 Feb 13, 2024	SELL	$73.02 - $80.05 $274,555 - $300,988	-3,760 Reduced 31.49%	8,181 $597 Million
Q2 2021 Feb 13, 2024	BUY	$73.51 - $80.37 $50,427 - $55,133	686 Added 6.1%	11,941 $879 Million
Q1 2021 Feb 13, 2024	SELL	$68.0 - $76.7 $157,692 - $177,867	-2,319 Reduced 17.08%	11,255 $855 Million
Q4 2020 Feb 13, 2024	SELL	$73.5 - $86.07 $620,046 - $726,086	-8,436 Reduced 38.33%	13,574 $1.02 Billion
Q3 2020 Feb 13, 2024	BUY	$73.58 - $82.69 $186,819 - $209,949	2,539 Added 13.04%	22,010 $1.74 Billion
Q2 2020 Feb 13, 2024	SELL	$69.55 - $87.0 $7,163 - $8,961	-103 Reduced 0.53%	19,471 $1.58 Billion
Q4 2019 Feb 13, 2024	SELL	$79.62 - $83.46 $35,669 - $37,390	-448 Reduced 2.24%	19,574 $1.62 Billion
Q3 2019 Feb 13, 2024	BUY	$74.29 - $81.04 $1.31 Million - $1.43 Million	17,646 Added 742.68%	20,022 $1.62 Billion
Q2 2018 Feb 13, 2024	SELL	$61.75 - $68.47 $4,322 - $4,792	-70 Reduced 2.86%	2,376 $162 Million
Q1 2018 Feb 13, 2024	BUY	$67.3 - $80.28 $164,615 - $196,364	2,446 New	2,446 $165 Million

Others Institutions Holding D

# of Institutions

1,599

Shares Held

633M

Call Options Held

5.52M

Put Options Held

1.64M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.7B
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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Bartlett & Co. Wealth Management LLC Dominion Energy, Inc Transaction History