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

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

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 5,986 shares of D stock, worth $321,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,986
Previous 5,986 -0.0%
Holding current value
$321,867
Previous $293 Million 17.94%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,498
Shares Held
618M
Call Options Held
5.64M
Put Options Held
2.5M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $44.8B
  • 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...
More about D
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