A detailed history of Cjm Wealth Advisers, Ltd. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 4,704 shares of D stock, worth $273,490. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,704
Previous 4,433 6.11%
Holding current value
$273,490
Previous $213 Million 27.74%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 03, 2024

BUY
$48.01 - $58.53 $13,010 - $15,861
271 Added 6.11%
4,704 $272 Million
Q2 2024

Jul 08, 2024

SELL
$46.86 - $53.94 $13,870 - $15,966
-296 Reduced 6.26%
4,433 $213 Million
Q1 2024

Apr 08, 2024

SELL
$44.15 - $49.19 $13,598 - $15,150
-308 Reduced 6.11%
4,729 $233 Million
Q4 2023

Jan 19, 2024

BUY
$39.53 - $49.47 $316 - $395
8 Added 0.16%
5,037 $237 Million
Q3 2023

Oct 26, 2023

BUY
$44.14 - $54.45 $221,980 - $273,829
5,029 New
5,029 $225 Million
Q2 2023

Sep 15, 2023

SELL
$49.02 - $58.68 $178,187 - $213,301
-3,635 Closed
0 $0
Q1 2023

Sep 15, 2023

BUY
$52.22 - $63.64 $365 - $445
7 Added 0.19%
3,635 $203 Million
Q4 2022

Sep 15, 2023

BUY
$57.96 - $71.5 $405 - $500
7 Added 0.19%
3,628 $222 Million
Q3 2022

Sep 15, 2023

SELL
$69.11 - $85.65 $4,215 - $5,224
-61 Reduced 1.66%
3,621 $250 Million
Q2 2022

Sep 15, 2023

BUY
$73.41 - $88.38 $6,460 - $7,777
88 Added 2.45%
3,682 $294 Million
Q1 2022

Sep 15, 2023

BUY
$77.16 - $85.43 $277,313 - $307,035
3,594 New
3,594 $305 Million

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
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.