Capital Advisory Group Advisory Services, LLC Dominion Energy, Inc Transaction History

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$70.85 - $78.57 $1,771 - $1,964	-25 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$73.02 - $80.05 $8,397 - $9,205	-115 Reduced 82.14%	25 $2,000
Q4 2020 Feb 18, 2021	BUY	$73.5 - $86.07 $8,452 - $9,898	115 Added 460.0%	140 $11,000
Q1 2020 May 18, 2020	BUY	$59.39 - $89.8 $1,484 - $2,245	25 New	25 $2,000
Q4 2019 Feb 14, 2020	SELL	$79.62 - $83.46 $1,990 - $2,086	-25 Closed	0 $0
Q2 2018 May 28, 2020	BUY	$61.75 - $68.47 $1,543 - $1,711	25 New	25 $2,000

Others Institutions Holding D

# of Institutions

1,417

Shares Held

625M

Call Options Held

5.21M

Put Options Held

2.18M

Vanguard Group Inc Valley Forge, PA

87.9M
Shares

$5.11 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.56 Billion
0.07% of portfolio
State Street Corp Boston, MA

42.9M
Shares

$2.49 Billion
0.09% of portfolio
Massachusetts Financial Services CO Boston, MA

29.6M
Shares

$1.72 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

27.4M
Shares

$1.59 Billion
0.12% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.4B
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...

More about D

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