Beacon Investment Advisory Services, Inc. Dominion Energy, Inc Transaction History

Beacon Investment Advisory Services, Inc.

$2.38 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$77.16 - $85.43 $8,796 - $9,739	-114 Reduced 3.91%	2,800 $238,000
Q4 2021 Feb 04, 2022	SELL	$70.85 - $78.57 $98,198 - $108,898	-1,386 Reduced 32.23%	2,914 $229,000
Q3 2021 Nov 09, 2021	BUY	$73.02 - $80.05 $102,228 - $112,070	1,400 Added 48.28%	4,300 $314,000
Q2 2021 Aug 02, 2021	SELL	$73.51 - $80.37 $147,314 - $161,061	-2,004 Reduced 40.86%	2,900 $213,000
Q1 2021 May 21, 2021	SELL	$68.0 - $76.7 $1,700 - $1,917	-25 Reduced 0.51%	4,904 $373,000
Q4 2020 Feb 08, 2021	SELL	$73.5 - $86.07 $19,771 - $23,152	-269 Reduced 5.18%	4,929 $371,000
Q3 2020 Oct 29, 2020	SELL	$73.58 - $82.69 $3.17 Million - $3.56 Million	-43,100 Reduced 89.24%	5,198 $410,000
Q2 2020 Jul 28, 2020	BUY	$69.55 - $87.0 $82,416 - $103,095	1,185 Added 2.52%	48,298 $3.92 Million
Q1 2020 May 05, 2020	SELL	$59.39 - $89.8 $68,417 - $103,449	-1,152 Reduced 2.39%	47,113 $3.4 Million
Q4 2019 Jan 31, 2020	BUY	$79.62 - $83.46 $82,327 - $86,297	1,034 Added 2.19%	48,265 $4 Million
Q3 2019 Oct 29, 2019	BUY	$74.29 - $81.04 $129,710 - $141,495	1,746 Added 3.84%	47,231 $3.83 Million
Q2 2019 Aug 07, 2019	SELL	$73.31 - $79.22 $328,428 - $354,905	-4,480 Reduced 8.97%	45,485 $3.52 Million
Q1 2019 May 15, 2019	BUY	$67.97 - $77.04 $295,261 - $334,661	4,344 Added 9.52%	49,965 $3.83 Million
Q4 2018 Feb 08, 2019	SELL	$69.89 - $76.92 $182,832 - $201,222	-2,616 Reduced 5.42%	45,621 $3.26 Million
Q3 2018 Nov 09, 2018	BUY	$68.08 - $72.45 $14,773 - $15,721	217 Added 0.45%	48,237 $3.39 Million
Q2 2018 Aug 09, 2018	BUY	$61.75 - $68.47 $605,952 - $671,896	9,813 Added 25.68%	48,020 $3.27 Million
Q1 2018 Apr 26, 2018	SELL	$67.3 - $80.28 $32,438 - $38,694	-482 Reduced 1.25%	38,207 $2.58 Million
Q4 2017 Feb 02, 2018	SELL	$75.95 - $84.91 $558,916 - $624,852	-7,359 Reduced 15.98%	38,689 $3.14 Million
Q3 2017 Nov 14, 2017	BUY	$76.78 - $80.24 $3.54 Million - $3.69 Million	46,048	46,048 $3.54 Million

Others Institutions Holding D

# of Institutions

1,498

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$5.13 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.54 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.56 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.7 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.65 Billion
0.14% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48B
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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