A detailed history of Belpointe Asset Management LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Belpointe Asset Management LLC holds 9,644 shares of D stock, worth $538,231. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,644
Previous 9,723 0.81%
Holding current value
$538,231
Previous $476,000 17.02%
% of portfolio
0.04%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$48.01 - $58.53 $3,792 - $4,623
-79 Reduced 0.81%
9,644 $557,000
Q2 2024

Aug 02, 2024

BUY
$46.86 - $53.94 $21,743 - $25,028
464 Added 5.01%
9,723 $476,000
Q1 2024

May 08, 2024

SELL
$44.15 - $49.19 $838 - $934
-19 Reduced 0.2%
9,259 $455,000
Q4 2023

Feb 13, 2024

BUY
$39.53 - $49.47 $121,633 - $152,219
3,077 Added 49.62%
9,278 $436,000
Q3 2023

Nov 15, 2023

SELL
$44.14 - $54.45 $250,759 - $309,330
-5,681 Reduced 47.81%
6,201 $276,000
Q2 2023

Aug 14, 2023

SELL
$49.02 - $58.68 $88,677 - $106,152
-1,809 Reduced 13.21%
11,882 $615,000
Q1 2023

May 15, 2023

SELL
$52.22 - $63.64 $93,578 - $114,042
-1,792 Reduced 11.57%
13,691 $765,000
Q4 2022

Feb 08, 2023

SELL
$57.96 - $71.5 $183,211 - $226,011
-3,161 Reduced 16.95%
15,483 $949,000
Q3 2022

Nov 14, 2022

BUY
$69.11 - $85.65 $335,805 - $416,173
4,859 Added 35.25%
18,644 $1.29 Million
Q2 2022

Aug 02, 2022

SELL
$73.41 - $88.38 $165,686 - $199,473
-2,257 Reduced 14.07%
13,785 $1.1 Million
Q1 2022

Apr 28, 2022

SELL
$77.16 - $85.43 $21,913 - $24,262
-284 Reduced 1.74%
16,042 $1.36 Million
Q4 2021

Feb 15, 2022

SELL
$70.85 - $78.57 $48,248 - $53,506
-681 Reduced 4.0%
16,326 $1.28 Million
Q3 2021

Nov 15, 2021

SELL
$73.02 - $80.05 $1.34 Million - $1.47 Million
-18,347 Reduced 51.9%
17,007 $1.24 Million
Q2 2021

Aug 09, 2021

BUY
$73.51 - $80.37 $1.7 Million - $1.86 Million
23,122 Added 189.03%
35,354 $2.6 Million
Q1 2021

May 14, 2021

SELL
$68.0 - $76.7 $18,700 - $21,092
-275 Reduced 2.2%
12,232 $930,000
Q4 2020

Feb 16, 2021

BUY
$73.5 - $86.07 $171,622 - $200,973
2,335 Added 22.96%
12,507 $941,000
Q3 2020

Nov 13, 2020

SELL
$73.58 - $82.69 $176,297 - $198,125
-2,396 Reduced 19.06%
10,172 $803,000
Q3 2020

Nov 13, 2020

BUY
$73.58 - $82.69 $147,822 - $166,124
2,009 Added 19.03%
12,568 $907,000
Q2 2020

Jul 20, 2020

SELL
$69.55 - $87.0 $139,725 - $174,783
-2,009 Reduced 15.99%
10,559 $858,000
Q1 2020

Jul 20, 2020

BUY
$59.39 - $89.8 $225,800 - $341,419
3,802 Added 43.37%
12,568 $907,000
Q4 2019

Feb 18, 2020

BUY
$79.62 - $83.46 $490,299 - $513,946
6,158 Added 236.12%
8,766 $726,000
Q3 2019

Jan 16, 2020

SELL
$74.29 - $81.04 $34,247 - $37,359
-461 Reduced 15.02%
2,608 $211,000
Q2 2019

Nov 22, 2019

SELL
$73.31 - $79.22 $86,359 - $93,321
-1,178 Reduced 27.74%
3,069 $0
Q1 2019

Jun 11, 2019

BUY
$67.97 - $77.04 $288,668 - $327,188
4,247 New
4,247 $325,000
Q4 2018

Mar 06, 2019

SELL
$69.89 - $76.92 $159,978 - $176,069
-2,289 Closed
0 $0
Q3 2018

Nov 23, 2018

BUY
$68.08 - $72.45 $155,835 - $165,838
2,289 New
2,289 $161,000
Q1 2018

Aug 06, 2018

SELL
$67.3 - $80.28 $258,566 - $308,435
-3,842 Closed
0 $0
Q4 2017

Feb 15, 2018

BUY
$75.95 - $84.91 $26,430 - $29,548
348 Added 9.96%
3,842 $311,000
Q3 2017

Nov 16, 2017

BUY
$76.78 - $80.24 $268,269 - $280,358
3,494
3,494 $269,000

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $46.5B
  • 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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.