Beacon Financial Advisory LLC Dominion Energy, Inc Transaction History

Beacon Financial Advisory LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$44.15 - $49.19 $284,944 - $317,472	6,454 Added 60.53%	17,116 $841,000
Q4 2023 Jan 23, 2024	SELL	$39.53 - $49.47 $29,924 - $37,448	-757 Reduced 6.63%	10,662 $501,000
Q3 2023 Oct 25, 2023	BUY	$44.14 - $54.45 $14,345 - $17,696	325 Added 2.93%	11,419 $510,000
Q2 2023 Jul 17, 2023	BUY	$49.02 - $58.68 $56,520 - $67,658	1,153 Added 11.6%	11,094 $574,000
Q1 2023 Apr 18, 2023	BUY	$52.22 - $63.64 $47,102 - $57,403	902 Added 9.98%	9,941 $555,000
Q4 2022 Jan 20, 2023	BUY	$57.96 - $71.5 $63,929 - $78,864	1,103 Added 13.9%	9,039 $0
Q3 2022 Oct 21, 2022	SELL	$69.11 - $85.65 $21,907 - $27,151	-317 Reduced 3.84%	7,936 $548,000
Q2 2022 Jul 25, 2022	BUY	$73.41 - $88.38 $220 - $265	3 Added 0.04%	8,253 $659,000
Q1 2022 Apr 27, 2022	BUY	$77.16 - $85.43 $38,811 - $42,971	503 Added 6.49%	8,250 $701,000
Q4 2021 Jan 21, 2022	BUY	$70.85 - $78.57 $141 - $157	2 Added 0.03%	7,747 $609,000
Q3 2021 Nov 15, 2021	BUY	$73.02 - $80.05 $1,606 - $1,761	22 Added 0.28%	7,745 $566,000
Q2 2021 Jul 14, 2021	SELL	$73.51 - $80.37 $21,464 - $23,468	-292 Reduced 3.64%	7,723 $568,000
Q1 2021 Apr 20, 2021	BUY	$68.0 - $76.7 $160,888 - $181,472	2,366 Added 41.88%	8,015 $609,000
Q4 2020 Jan 25, 2021	BUY	$73.5 - $86.07 $14,847 - $17,386	202 Added 3.71%	5,649 $424,000
Q3 2020 Oct 08, 2020	BUY	$73.58 - $82.69 $400,790 - $450,412	5,447 New	5,447 $429,000

1,499

619M

5.64M

2.5M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $44.6B
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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