Bogart Wealth, LLC Dominion Energy, Inc Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 4,547 shares of D stock, worth $239,308. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,547

Previous 4,849 6.23%

Holding current value

$239,308

Previous $237,000 10.55%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$48.01 - $58.53 $14,499 - $17,676	-302 Reduced 6.23%	4,547 $262,000
Q2 2024 Jul 31, 2024	SELL	$46.86 - $53.94 $13,214 - $15,211	-282 Reduced 5.5%	4,849 $237,000
Q1 2024 Apr 25, 2024	SELL	$44.15 - $49.19 $80,308 - $89,476	-1,819 Reduced 26.17%	5,131 $252,000
Q4 2023 Feb 06, 2024	BUY	$39.53 - $49.47 $2,371 - $2,968	60 Added 0.87%	6,950 $326,000
Q3 2023 Oct 30, 2023	SELL	$44.14 - $54.45 $5.85 Million - $7.22 Million	-132,564 Reduced 95.06%	6,890 $307,000
Q2 2023 Jul 28, 2023	BUY	$49.02 - $58.68 $42,255 - $50,582	862 Added 0.62%	139,454 $7.22 Million
Q1 2023 Apr 21, 2023	BUY	$52.22 - $63.64 $591,861 - $721,295	11,334 Added 8.91%	138,592 $7.75 Million
Q4 2022 Feb 06, 2023	BUY	$57.96 - $71.5 $215,958 - $266,409	3,726 Added 3.02%	127,258 $7.81 Million
Q3 2022 Nov 03, 2022	BUY	$69.11 - $85.65 $1.09 Million - $1.35 Million	15,751 Added 14.61%	123,532 $8.54 Million
Q2 2022 Jul 22, 2022	BUY	$73.41 - $88.38 $1.05 Million - $1.26 Million	14,292 Added 15.29%	107,781 $8.6 Million
Q1 2022 Apr 22, 2022	BUY	$77.16 - $85.43 $848,837 - $939,815	11,001 Added 13.34%	93,489 $7.94 Million
Q4 2021 Jan 19, 2022	BUY	$70.85 - $78.57 $394,847 - $437,870	5,573 Added 7.25%	82,488 $6.48 Million
Q3 2021 Oct 15, 2021	BUY	$73.02 - $80.05 $599,129 - $656,810	8,205 Added 11.94%	76,915 $5.62 Million
Q2 2021 Aug 06, 2021	BUY	$73.51 - $80.37 $698,933 - $764,157	9,508 Added 16.06%	68,710 $5.06 Million
Q1 2021 Apr 16, 2021	BUY	$68.0 - $76.7 $1.41 Million - $1.59 Million	20,723 Added 53.86%	59,202 $4.5 Million
Q4 2020 Jan 14, 2021	BUY	$73.5 - $86.07 $210,798 - $246,848	2,868 Added 8.05%	38,479 $2.89 Million
Q3 2020 Oct 06, 2020	SELL	$73.58 - $82.69 $35,097 - $39,443	-477 Reduced 1.32%	35,611 $2.81 Million
Q2 2020 Jul 08, 2020	SELL	$69.55 - $87.0 $7,928 - $9,918	-114 Reduced 0.31%	36,088 $2.93 Million
Q1 2020 Apr 20, 2020	SELL	$59.39 - $89.8 $51,728 - $78,215	-871 Reduced 2.35%	36,202 $2.61 Million
Q4 2019 Feb 10, 2020	BUY	$79.62 - $83.46 $141,484 - $148,308	1,777 Added 5.03%	37,073 $3.07 Million
Q3 2019 Oct 10, 2019	BUY	$74.29 - $81.04 $2.46 Million - $2.68 Million	33,054 Added 1474.31%	35,296 $2.86 Million
Q2 2019 Jul 11, 2019	BUY	$73.31 - $79.22 $9,383 - $10,140	128 Added 6.05%	2,242 $173,000
Q3 2018 Oct 16, 2018	SELL	$68.08 - $72.45 $1,838 - $1,956	-27 Reduced 1.26%	2,114 $149,000
Q2 2018 Jul 13, 2018	BUY	$61.75 - $68.47 $4,075 - $4,519	66 Added 3.18%	2,141 $145,000
Q1 2018 Apr 13, 2018	SELL	$67.3 - $80.28 $12,450 - $14,851	-185 Reduced 8.19%	2,075 $140,000
Q4 2017 Jan 11, 2018	SELL	$75.95 - $84.91 $17,164 - $19,189	-226 Reduced 9.09%	2,260 $183,000
Q3 2017 Oct 12, 2017	BUY	$76.78 - $80.24 $190,875 - $199,476	2,486	2,486 $191,000

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $43.8B
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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Bogart Wealth, LLC Dominion Energy, Inc Transaction History