A detailed history of Capital Asset Advisory Services LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 9,327 shares of D stock, worth $542,271. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,327
Previous 7,053 32.24%
Holding current value
$542,271
Previous $345,000 56.23%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$48.01 - $58.53 $109,174 - $133,097
2,274 Added 32.24%
9,327 $539,000
Q2 2024

Jul 24, 2024

SELL
$46.86 - $53.94 $99,905 - $115,000
-2,132 Reduced 23.21%
7,053 $345,000
Q1 2024

Apr 16, 2024

SELL
$44.15 - $49.19 $14,613 - $16,281
-331 Reduced 3.48%
9,185 $451,000
Q4 2023

Jan 09, 2024

SELL
$39.53 - $49.47 $117,483 - $147,024
-2,972 Reduced 23.8%
9,516 $447,000
Q3 2023

Oct 18, 2023

BUY
$44.14 - $54.45 $13,153 - $16,226
298 Added 2.44%
12,488 $557,000
Q2 2023

Aug 02, 2023

BUY
$49.02 - $58.68 $8,382 - $10,034
171 Added 1.42%
12,190 $631,000
Q1 2023

May 12, 2023

SELL
$52.22 - $63.64 $261 - $318
-5 Reduced 0.04%
12,019 $671,000
Q4 2022

Mar 08, 2023

BUY
$57.96 - $71.5 $57 - $71
1 Added 0.01%
12,024 $737,000
Q3 2022

Nov 14, 2022

BUY
$69.11 - $85.65 $152,663 - $189,200
2,209 Added 22.51%
12,023 $831,000
Q2 2022

Aug 11, 2022

BUY
$73.41 - $88.38 $242,106 - $291,477
3,298 Added 50.61%
9,814 $783,000
Q1 2022

Apr 29, 2022

SELL
$77.16 - $85.43 $70,910 - $78,510
-919 Reduced 12.36%
6,516 $554,000
Q4 2021

Feb 04, 2022

SELL
$70.85 - $78.57 $1,771 - $1,964
-25 Reduced 0.34%
7,435 $584,000
Q3 2021

Oct 14, 2021

BUY
$73.02 - $80.05 $83,096 - $91,096
1,138 Added 18.0%
7,460 $545,000
Q2 2021

Aug 06, 2021

SELL
$73.51 - $80.37 $32,491 - $35,523
-442 Reduced 6.53%
6,322 $465,000
Q1 2021

May 13, 2021

BUY
$68.0 - $76.7 $136,136 - $153,553
2,002 Added 42.04%
6,764 $514,000
Q4 2020

Mar 02, 2021

SELL
$73.5 - $86.07 $513,103 - $600,854
-6,981 Reduced 59.45%
4,762 $358,000
Q3 2020

Nov 18, 2020

SELL
$73.58 - $82.69 $4,709 - $5,292
-64 Reduced 0.54%
11,743 $926,000
Q2 2020

Aug 14, 2020

BUY
$69.55 - $87.0 $513,904 - $642,843
7,389 Added 167.25%
11,807 $928,000
Q1 2020

May 18, 2020

SELL
$59.39 - $89.8 $28,507 - $43,104
-480 Reduced 9.8%
4,418 $349,000
Q4 2019

Feb 13, 2020

BUY
$79.62 - $83.46 $381,698 - $400,107
4,794 Added 4609.62%
4,898 $417,000
Q4 2019

Feb 12, 2020

BUY
$79.62 - $83.46 $8,280 - $8,679
104 New
104 $398,000

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 $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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