Checchi Capital Advisers, LLC Dominion Energy, Inc Transaction History

Checchi Capital Advisers, LLC

$1.78 Billion
Q3 2024

A detailed history of Checchi Capital Advisers, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Checchi Capital Advisers, LLC holds 4,538 shares of D stock, worth $261,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,538

Holding current value

$261,343

% of portfolio

0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$48.01 - $58.53 $217,869 - $265,609	4,538 New	4,538 $262,000
Q1 2024 Apr 25, 2024	BUY	$44.15 - $49.19 $188,255 - $209,746	4,264 New	4,264 $209,000
Q1 2023 May 05, 2023	SELL	$52.22 - $63.64 $59,530 - $72,549	-1,140 Reduced 23.48%	3,715 $207,000
Q4 2022 Feb 10, 2023	SELL	$57.96 - $71.5 $292,350 - $360,646	-5,044 Reduced 50.95%	4,855 $297,000
Q3 2022 Nov 09, 2022	BUY	$69.11 - $85.65 $14,858 - $18,414	215 Added 2.22%	9,899 $684,000
Q2 2022 Aug 11, 2022	BUY	$73.41 - $88.38 $168,329 - $202,655	2,293 Added 31.02%	9,684 $794,000
Q1 2022 May 09, 2022	BUY	$77.16 - $85.43 $57,870 - $64,072	750 Added 11.29%	7,391 $628,000
Q4 2021 Feb 09, 2022	SELL	$70.85 - $78.57 $59,584 - $66,077	-841 Reduced 11.24%	6,641 $522,000
Q3 2021 Nov 09, 2021	SELL	$73.02 - $80.05 $86,163 - $94,459	-1,180 Reduced 13.62%	7,482 $546,000
Q2 2021 Aug 06, 2021	SELL	$73.51 - $80.37 $30,506 - $33,353	-415 Reduced 4.57%	8,662 $637,000
Q1 2021 May 10, 2021	BUY	$68.0 - $76.7 $84,388 - $95,184	1,241 Added 15.84%	9,077 $689,000
Q4 2020 Feb 12, 2021	SELL	$73.5 - $86.07 $53,508 - $62,658	-728 Reduced 8.5%	7,836 $589,000
Q3 2020 Nov 10, 2020	SELL	$73.58 - $82.69 $73,138 - $82,193	-994 Reduced 10.4%	8,564 $676,000
Q2 2020 Aug 12, 2020	BUY	$69.55 - $87.0 $11,058 - $13,833	159 Added 1.69%	9,558 $776,000
Q1 2020 May 07, 2020	BUY	$59.39 - $89.8 $100,844 - $152,480	1,698 Added 22.05%	9,399 $679,000
Q4 2019 Feb 07, 2020	BUY	$79.62 - $83.46 $71,737 - $75,197	901 Added 13.25%	7,701 $638,000
Q3 2019 Nov 06, 2019	BUY	$74.29 - $81.04 $21,098 - $23,015	284 Added 4.36%	6,800 $551,000
Q2 2019 Aug 06, 2019	BUY	$73.31 - $79.22 $73 - $79	1 Added 0.02%	6,516 $504,000
Q1 2019 May 09, 2019	BUY	$67.97 - $77.04 $71,096 - $80,583	1,046 Added 19.13%	6,515 $499,000
Q4 2018 Feb 07, 2019	SELL	$69.89 - $76.92 $55,352 - $60,920	-792 Reduced 12.65%	5,469 $391,000
Q3 2018 Oct 29, 2018	BUY	$68.08 - $72.45 $38,873 - $41,368	571 Added 10.04%	6,261 $440,000
Q2 2018 Aug 06, 2018	BUY	$61.75 - $68.47 $21,180 - $23,485	343 Added 6.41%	5,690 $388,000
Q1 2018 May 01, 2018	BUY	$67.3 - $80.28 $2,961 - $3,532	44 Added 0.83%	5,347 $361,000
Q4 2017 Feb 02, 2018	BUY	$75.95 - $84.91 $4,329 - $4,839	57 Added 1.09%	5,303 $430,000
Q3 2017 Nov 02, 2017	BUY	$76.78 - $80.24 $402,787 - $420,939	5,246	5,246 $404,000

Others Institutions Holding D

# of Institutions

1,498

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 $47.9B
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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Checchi Capital Advisers, LLC Dominion Energy, Inc Transaction History