Bergan Kdv Wealth Management, LLC Dominion Energy, Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 22,831 shares of D stock, worth $1.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

22,831

Previous 22,649 0.8%

Holding current value

$1.1 Million

Previous $1.27 Million 6.64%

% of portfolio

0.12%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$49.02 - $58.68 $8,921 - $10,679	182 Added 0.8%	22,831 $1.18 Million
Q1 2023 Apr 27, 2023	BUY	$52.22 - $63.64 $104,805 - $127,725	2,007 Added 9.72%	22,649 $1.27 Million
Q4 2022 Jan 31, 2023	SELL	$57.96 - $71.5 $164,374 - $202,774	-2,836 Reduced 12.08%	20,642 $1.27 Million
Q3 2022 Oct 24, 2022	BUY	$69.11 - $85.65 $100,002 - $123,935	1,447 Added 6.57%	23,478 $1.62 Million
Q2 2022 Jul 13, 2022	BUY	$73.41 - $88.38 $7,781 - $9,368	106 Added 0.48%	22,031 $1.76 Million

Q1 2022 May 09, 2022	BUY	$77.16 - $85.43 $180,322 - $199,649	2,337 Added 11.93%	21,925 $1.86 Million
Q4 2021 Jan 28, 2022	SELL	$70.85 - $78.57 $64,402 - $71,420	-909 Reduced 4.43%	19,588 $1.54 Million
Q3 2021 Nov 12, 2021	SELL	$73.02 - $80.05 $730 - $800	-10 Reduced 0.05%	20,497 $1.5 Million
Q2 2021 Aug 10, 2021	SELL	$73.51 - $80.37 $11,394 - $12,457	-155 Reduced 0.75%	20,507 $1.51 Million
Q1 2021 May 11, 2021	SELL	$68.0 - $76.7 $86,156 - $97,178	-1,267 Reduced 5.78%	20,662 $1.57 Million
Q4 2020 Feb 04, 2021	SELL	$73.5 - $86.07 $95,697 - $112,063	-1,302 Reduced 5.6%	21,929 $1.65 Million
Q3 2020 Nov 05, 2020	SELL	$73.58 - $82.69 $156,872 - $176,295	-2,132 Reduced 8.41%	23,231 $1.83 Million
Q2 2020 Aug 13, 2020	SELL	$69.55 - $87.0 $163,720 - $204,798	-2,354 Reduced 8.49%	25,363 $2.06 Million
Q1 2020 Apr 24, 2020	BUY	$59.39 - $89.8 $192,601 - $291,221	3,243 Added 13.25%	27,717 $2 Million
Q4 2019 Feb 10, 2020	SELL	$79.62 - $83.46 $140,449 - $147,223	-1,764 Reduced 6.72%	24,474 $2.03 Million
Q3 2019 Nov 08, 2019	SELL	$74.29 - $81.04 $102,743 - $112,078	-1,383 Reduced 5.01%	26,238 $2.13 Million
Q2 2019 Aug 12, 2019	SELL	$73.31 - $79.22 $61,433 - $66,386	-838 Reduced 2.94%	27,621 $2.14 Million
Q1 2019 May 09, 2019	BUY	$67.97 - $77.04 $130,094 - $147,454	1,914 Added 7.21%	28,459 $2.18 Million
Q4 2018 Feb 01, 2019	BUY	$69.89 - $76.92 $11,461 - $12,614	164 Added 0.62%	26,545 $1.9 Million
Q3 2018 Nov 09, 2018	SELL	$68.08 - $72.45 $30,159 - $32,095	-443 Reduced 1.65%	26,381 $1.85 Million
Q2 2018 Jul 23, 2018	BUY	$61.75 - $68.47 $233,723 - $259,158	3,785 Added 16.43%	26,824 $1.83 Million
Q1 2018 May 03, 2018	BUY	$67.3 - $80.28 $43,812 - $52,262	651 Added 2.91%	23,039 $1.55 Million
Q4 2017 Jan 16, 2018	SELL	$75.95 - $84.91 $12,835 - $14,349	-169 Reduced 0.75%	22,388 $1.82 Million
Q3 2017 Oct 18, 2017	BUY	$76.78 - $80.24 $1.73 Million - $1.81 Million	22,557	22,557 $1.74 Million

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 $40B
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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Bergan Kdv Wealth Management, LLC Dominion Energy, Inc Transaction History