A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 202 shares of D stock, worth $11,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares
202
Previous 183 10.38%
Holding current value
$11,657
Previous $8,000 37.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$48.01 - $58.53 $912 - $1,112
19 Added 10.38%
202 $11,000
Q2 2024

Jul 22, 2024

SELL
$46.86 - $53.94 $167,711 - $193,051
-3,579 Reduced 95.14%
183 $8,000
Q1 2024

May 07, 2024

SELL
$44.15 - $49.19 $33,509 - $37,335
-759 Reduced 16.79%
3,762 $185,000
Q4 2023

Feb 08, 2024

BUY
$39.53 - $49.47 $19,448 - $24,339
492 Added 12.21%
4,521 $212,000
Q3 2023

Nov 09, 2023

SELL
$44.14 - $54.45 $10,814 - $13,340
-245 Reduced 5.73%
4,029 $179,000
Q2 2023

Aug 01, 2023

BUY
$49.02 - $58.68 $1,078 - $1,290
22 Added 0.52%
4,274 $221,000
Q1 2023

Apr 26, 2023

BUY
$52.22 - $63.64 $1,253 - $1,527
24 Added 0.57%
4,252 $237,000
Q4 2022

Feb 06, 2023

BUY
$57.96 - $71.5 $1,506 - $1,859
26 Added 0.62%
4,228 $259,000
Q3 2022

Nov 09, 2022

SELL
$69.11 - $85.65 $6,219 - $7,708
-90 Reduced 2.1%
4,202 $290,000
Q2 2022

Aug 02, 2022

BUY
$73.41 - $88.38 $880 - $1,060
12 Added 0.28%
4,292 $343,000
Q1 2022

May 05, 2022

BUY
$77.16 - $85.43 $2,237 - $2,477
29 Added 0.68%
4,280 $364,000
Q4 2021

Feb 10, 2022

BUY
$70.85 - $78.57 $301,183 - $334,001
4,251 New
4,251 $334,000

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 $48B
  • 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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