Beacon Pointe Advisors, LLC Dominion Energy, Inc Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q1 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 25,160 shares of D stock, worth $1.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,160

Previous 37,465 32.84%

Holding current value

$1.22 Million

Previous $1.76 Million 29.72%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$44.15 - $49.19 $543,265 - $605,282	-12,305 Reduced 32.84%	25,160 $1.24 Million
Q4 2023 Feb 08, 2024	SELL	$39.53 - $49.47 $120,922 - $151,328	-3,059 Reduced 7.55%	37,465 $1.76 Million
Q3 2023 Nov 14, 2023	BUY	$44.14 - $54.45 $7,415 - $9,147	168 Added 0.42%	40,524 $1.81 Million
Q2 2023 Aug 11, 2023	SELL	$49.02 - $58.68 $261,374 - $312,881	-5,332 Reduced 11.67%	40,356 $2.09 Million
Q1 2023 May 12, 2023	SELL	$52.22 - $63.64 $231,543 - $282,179	-4,434 Reduced 8.85%	45,688 $2.55 Million

Q4 2022 Feb 14, 2023	BUY	$57.96 - $71.5 $446,755 - $551,122	7,708 Added 18.17%	50,122 $3.07 Million
Q3 2022 Nov 09, 2022	SELL	$69.11 - $85.65 $66,000 - $81,795	-955 Reduced 2.2%	42,414 $2.93 Million
Q2 2022 Aug 11, 2022	SELL	$73.41 - $88.38 $1.69 Million - $2.04 Million	-23,086 Reduced 34.74%	43,369 $3.47 Million
Q1 2022 May 17, 2022	BUY	$77.16 - $85.43 $3.08 Million - $3.41 Million	39,902 Added 150.27%	66,455 $5.65 Million
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $565,099 - $626,674	-7,976 Reduced 23.1%	26,553 $2.09 Million
Q3 2021 Nov 15, 2021	BUY	$73.02 - $80.05 $1.29 Million - $1.41 Million	17,644 Added 104.5%	34,529 $2.52 Million
Q2 2021 Aug 17, 2021	BUY	$73.51 - $80.37 $952,616 - $1.04 Million	12,959 Added 330.08%	16,885 $1.24 Million
Q1 2021 May 18, 2021	BUY	$68.0 - $76.7 $266,968 - $301,124	3,926 New	3,926 $300,000
Q3 2020 Nov 16, 2020	SELL	$73.58 - $82.69 $444,938 - $500,026	-6,047 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$69.55 - $87.0 $420,568 - $526,089	6,047 New	6,047 $490,000

Others Institutions Holding D

# of Institutions

1,350

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.13M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $40.4B
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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Beacon Pointe Advisors, LLC Dominion Energy, Inc Transaction History