Boston Family Office LLC Dominion Energy, Inc Transaction History

Boston Family Office LLC

$1.39 Billion
Q1 2024

A detailed history of Boston Family Office LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Boston Family Office LLC holds 4,275 shares of D stock, worth $207,508. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,275

Previous 4,316 0.95%

Holding current value

$207,508

Previous $203,000 3.45%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$44.15 - $49.19 $1,810 - $2,016	-41 Reduced 0.95%	4,275 $210,000
Q4 2023 Feb 12, 2024	BUY	$39.53 - $49.47 $170,611 - $213,512	4,316 New	4,316 $203,000
Q2 2023 Aug 14, 2023	SELL	$49.02 - $58.68 $141,618 - $169,526	-2,889 Reduced 40.1%	4,316 $224,000
Q1 2023 May 10, 2023	SELL	$52.22 - $63.64 $283,502 - $345,501	-5,429 Reduced 42.97%	7,205 $402,000
Q4 2022 Feb 07, 2023	SELL	$57.96 - $71.5 $177,531 - $219,004	-3,063 Reduced 19.51%	12,634 $775,000

Q3 2022 Nov 08, 2022	SELL	$69.11 - $85.65 $12,508 - $15,502	-181 Reduced 1.14%	15,697 $1.08 Million
Q2 2022 Aug 11, 2022	SELL	$73.41 - $88.38 $7,928 - $9,545	-108 Reduced 0.68%	15,878 $1.27 Million
Q1 2022 May 11, 2022	SELL	$77.16 - $85.43 $189,967 - $210,328	-2,462 Reduced 13.35%	15,986 $1.36 Million
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $333,703 - $370,064	-4,710 Reduced 20.34%	18,448 $1.45 Million
Q3 2021 Nov 15, 2021	SELL	$73.02 - $80.05 $139,614 - $153,055	-1,912 Reduced 7.63%	23,158 $1.69 Million
Q2 2021 Aug 12, 2021	SELL	$73.51 - $80.37 $158,414 - $173,197	-2,155 Reduced 7.92%	25,070 $1.84 Million
Q1 2021 May 07, 2021	SELL	$68.0 - $76.7 $970,768 - $1.09 Million	-14,276 Reduced 34.4%	27,225 $2.12 Million
Q4 2020 Feb 16, 2021	SELL	$73.5 - $86.07 $92,022 - $107,759	-1,252 Reduced 2.93%	41,501 $3.12 Million
Q3 2020 Nov 10, 2020	SELL	$73.58 - $82.69 $160,993 - $180,925	-2,188 Reduced 4.87%	42,753 $3.37 Million
Q4 2019 Feb 05, 2020	BUY	$79.62 - $83.46 $16,322 - $17,109	205 Added 0.46%	44,941 $3.72 Million
Q3 2019 Nov 12, 2019	BUY	$74.29 - $81.04 $68,643 - $74,880	924 Added 2.11%	44,736 $3.63 Million
Q2 2019 Jul 30, 2019	BUY	$73.31 - $79.22 $86,579 - $93,558	1,181 Added 2.77%	43,812 $3.39 Million
Q4 2018 Feb 12, 2019	SELL	$69.89 - $76.92 $621,601 - $684,126	-8,894 Reduced 17.26%	42,631 $3.05 Million
Q3 2018 Nov 01, 2018	BUY	$68.08 - $72.45 $161,009 - $171,344	2,365 Added 4.81%	51,525 $3.62 Million
Q2 2018 Jul 26, 2018	BUY	$61.75 - $68.47 $167,033 - $185,211	2,705 Added 5.82%	49,160 $3.35 Million
Q1 2018 Apr 30, 2018	BUY	$67.3 - $80.28 $258,095 - $307,873	3,835 Added 9.0%	46,455 $3.13 Million
Q4 2017 Feb 06, 2018	BUY	$75.95 - $84.91 $237,343 - $265,343	3,125 Added 7.91%	42,620 $3.46 Million
Q3 2017 Nov 13, 2017	BUY	$76.78 - $80.24 $3.03 Million - $3.17 Million	39,495	39,495 $3.04 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 $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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Boston Family Office LLC Dominion Energy, Inc Transaction History