Captrust Financial Advisors Dominion Energy, Inc Transaction History

Captrust Financial Advisors

  • $30.9 Billion
  • Q2 2024

A detailed history of Captrust Financial Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 203,683 shares of D stock, worth $11.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
203,683
Previous 203,260 0.21%
Holding current value
$11.6 Million
Previous $10 Million 0.18%
% of portfolio
0.03%
Previous 0.03%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$46.86 - $53.94 $19,821 - $22,816
423 Added 0.21%
203,683 $9.98 Million
Q1 2024

May 15, 2024
BUY
$44.15 - $49.19 $113,597 - $126,565
2,573 Added 1.28%
203,260 $10 Million
Q4 2023

Feb 14, 2024
BUY
$39.53 - $49.47 $55,421 - $69,356
1,402 Added 0.7%
200,687 $9.43 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $54.45 $69,652 - $85,922
-1,578 Reduced 0.79%
199,285 $8.9 Million
Q2 2023

Aug 14, 2023
SELL
$49.02 - $58.68 $165,932 - $198,631
-3,385 Reduced 1.66%
200,863 $10.4 Million
Q1 2023

May 15, 2023
BUY
$52.22 - $63.64 $60,575 - $73,822
1,160 Added 0.57%
204,248 $11.4 Million
Q4 2022

Feb 15, 2023
SELL
$57.96 - $71.5 $862,328 - $1.06 Million
-14,878 Reduced 6.83%
203,088 $12.5 Million
Q3 2022

Nov 16, 2022
BUY
$69.11 - $85.65 $4.63 Million - $5.74 Million
67,031 Added 44.41%
217,966 $15.1 Million
Q2 2022

Aug 23, 2022
SELL
$73.41 - $88.38 $1.02 Million - $1.23 Million
-13,922 Reduced 8.44%
150,935 $12 Million
Q2 2022

Aug 16, 2022
BUY
$73.41 - $88.38 $1.66 Million - $2 Million
22,597 Added 15.88%
164,857 $13.2 Million
Q1 2022

May 16, 2022
BUY
$77.16 - $85.43 $540,428 - $598,351
7,004 Added 5.18%
142,260 $12.1 Million
Q4 2021

Feb 14, 2022
BUY
$70.85 - $78.57 $1.03 Million - $1.14 Million
14,539 Added 12.04%
135,256 $10.6 Million
Q3 2021

Nov 16, 2021
BUY
$73.02 - $80.05 $3.38 Million - $3.71 Million
46,310 Added 62.24%
120,717 $8.82 Million
Q2 2021

Aug 16, 2021
BUY
$73.51 - $80.37 $123,349 - $134,860
1,678 Added 2.31%
74,407 $5.47 Million
Q1 2021

May 17, 2021
BUY
$68.0 - $76.7 $207,604 - $234,165
3,053 Added 4.38%
72,729 $5.52 Million
Q4 2020

Feb 16, 2021
BUY
$73.5 - $86.07 $792,991 - $928,609
10,789 Added 18.32%
69,676 $5.24 Million
Q3 2020

Nov 17, 2020
SELL
$73.58 - $82.69 $1.38 Million - $1.55 Million
-18,702 Reduced 24.1%
58,887 $4.63 Million
Q2 2020

Aug 14, 2020
BUY
$69.55 - $87.0 $1.05 Million - $1.31 Million
15,096 Added 24.16%
77,589 $6.39 Million
Q1 2020

May 15, 2020
SELL
$59.39 - $89.8 $504,102 - $762,222
-8,488 Reduced 11.96%
62,493 $4.37 Million
Q4 2019

Feb 14, 2020
BUY
$79.62 - $83.46 $2.12 Million - $2.23 Million
26,664 Added 60.17%
70,981 $5.82 Million
Q3 2019

Nov 14, 2019
SELL
$74.29 - $81.04 $62,700 - $68,397
-844 Reduced 1.87%
44,317 $3.59 Million
Q2 2019

Aug 13, 2019
BUY
$73.31 - $79.22 $164,654 - $177,928
2,246 Added 5.23%
45,161 $3.49 Million
Q1 2019

May 15, 2019
BUY
$67.97 - $77.04 $246,663 - $279,578
3,629 Added 9.24%
42,915 $3.29 Million
Q4 2018

Feb 13, 2019
SELL
$69.89 - $76.92 $102,458 - $112,764
-1,466 Reduced 3.6%
39,286 $2.81 Million
Q3 2018

Nov 15, 2018
BUY
$68.08 - $72.45 $1.19 Million - $1.27 Million
17,529 Added 75.48%
40,752 $2.86 Million
Q2 2018

Aug 13, 2018
BUY
$61.75 - $68.47 $452,442 - $501,679
7,327 Added 46.09%
23,223 $1.58 Million
Q1 2018

May 15, 2018
BUY
$67.3 - $80.28 $36,207 - $43,190
538 Added 3.5%
15,896 $1.07 Million
Q4 2017

Feb 14, 2018
BUY
$75.95 - $84.91 $1.13 Million - $1.26 Million
14,822 Added 2765.3%
15,358 $1.25 Million
Q3 2017

Feb 16, 2018
BUY
$76.78 - $80.24 $41,154 - $43,008
536
536 $40,000

Others Institutions Holding D

# of Institutions
1,476
Shares Held
628M
Call Options Held
5.22M
Put Options Held
2.2M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $47.5B
  • 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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