Carson Advisory Inc. Dominion Energy, Inc Transaction History

Carson Advisory Inc.

$151 Million
Q3 2024

A detailed history of Carson Advisory Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Carson Advisory Inc. holds 68,737 shares of D stock, worth $3.68 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

68,737

Previous 67,839 1.32%

Holding current value

$3.68 Million

Previous $3.32 Million 19.49%

% of portfolio

2.63%

Previous 2.42%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$48.01 - $58.53 $43,112 - $52,559	898 Added 1.32%	68,737 $3.97 Million
Q2 2024 Aug 07, 2024	BUY	$46.86 - $53.94 $172,304 - $198,337	3,677 Added 5.73%	67,839 $3.32 Million
Q1 2024 May 03, 2024	BUY	$44.15 - $49.19 $250,507 - $279,104	5,674 Added 9.7%	64,162 $3.16 Million
Q4 2023 Feb 06, 2024	SELL	$39.53 - $49.47 $162,745 - $203,667	-4,117 Reduced 6.58%	58,488 $2.75 Million
Q3 2023 Nov 08, 2023	BUY	$44.14 - $54.45 $198,100 - $244,371	4,488 Added 7.72%	62,605 $2.8 Million
Q2 2023 Jul 27, 2023	BUY	$49.02 - $58.68 $378,924 - $453,596	7,730 Added 15.34%	58,117 $3.01 Million
Q1 2023 May 05, 2023	BUY	$52.22 - $63.64 $258,489 - $315,018	4,950 Added 10.89%	50,387 $2.82 Million
Q4 2022 Feb 08, 2023	BUY	$57.96 - $71.5 $979,987 - $1.21 Million	16,908 Added 59.27%	45,437 $2.79 Million
Q3 2022 Nov 07, 2022	SELL	$69.11 - $85.65 $6,081 - $7,537	-88 Reduced 0.31%	28,529 $1.97 Million
Q2 2022 Aug 03, 2022	SELL	$73.41 - $88.38 $11,525 - $13,875	-157 Reduced 0.55%	28,617 $2.28 Million
Q1 2022 May 03, 2022	SELL	$77.16 - $85.43 $72,453 - $80,218	-939 Reduced 3.16%	28,774 $2.45 Million
Q4 2021 Feb 08, 2022	BUY	$70.85 - $78.57 $2.11 Million - $2.33 Million	29,713 New	29,713 $2.33 Million

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 $44.6B
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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Carson Advisory Inc. Dominion Energy, Inc Transaction History