Concord Wealth Partners Dominion Energy, Inc Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Dominion Energy, Inc stock. As of the latest transaction made, Concord Wealth Partners holds 7,417 shares of D stock, worth $413,942. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,417
Previous 4,924 50.63%
Holding current value
$413,942
Previous $284,000 40.49%
% of portfolio
0.07%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$52.63 - $60.92 $131,206 - $151,873
2,493 Added 50.63%
7,417 $399,000
Q3 2024

Oct 24, 2024
BUY
$48.01 - $58.53 $816 - $995
17 Added 0.35%
4,924 $284,000
Q2 2024

Jul 31, 2024
BUY
$46.86 - $53.94 $3,701 - $4,261
79 Added 1.64%
4,907 $240,000
Q1 2024

Apr 30, 2024
SELL
$44.15 - $49.19 $11,479 - $12,789
-260 Reduced 5.11%
4,828 $237,000
Q4 2023

Apr 30, 2024
SELL
$39.53 - $49.47 $24,864 - $31,116
-629 Reduced 11.0%
5,088 $239,000
Q4 2023

Feb 05, 2024
SELL
$39.53 - $49.47 $24,864 - $31,116
-629 Reduced 11.0%
5,088 $239,000
Q3 2023

Apr 30, 2024
BUY
$44.14 - $54.45 $27,764 - $34,249
629 Added 12.36%
5,717 $255,000
Q3 2023

Oct 25, 2023
SELL
$44.14 - $54.45 $50,805 - $62,671
-1,151 Reduced 16.76%
5,717 $255,000
Q2 2023

Aug 07, 2023
BUY
$49.02 - $58.68 $99,265 - $118,827
2,025 Added 41.81%
6,868 $355,000
Q1 2023

Apr 26, 2023
BUY
$52.22 - $63.64 $119,844 - $146,053
2,295 Added 90.07%
4,843 $270,000
Q4 2022

Jan 27, 2023
SELL
$57.96 - $71.5 $34,370 - $42,399
-593 Reduced 18.88%
2,548 $156,000
Q3 2022

Nov 10, 2022
BUY
$69.11 - $85.65 $11,472 - $14,217
166 Added 5.58%
3,141 $217,000
Q2 2022

Aug 04, 2022
SELL
$73.41 - $88.38 $6,313 - $7,600
-86 Reduced 2.81%
2,975 $237,000
Q1 2022

Apr 20, 2022
SELL
$77.16 - $85.43 $6,172 - $6,834
-80 Reduced 2.55%
3,061 $260,000
Q4 2021

Jan 21, 2022
BUY
$70.85 - $78.57 $124,200 - $137,733
1,753 Added 126.3%
3,141 $247,000
Q3 2021

Nov 09, 2021
SELL
$73.02 - $80.05 $92,224 - $101,103
-1,263 Reduced 47.64%
1,388 $101,000
Q2 2021

Jul 29, 2021
SELL
$73.51 - $80.37 $12,276 - $13,421
-167 Reduced 5.93%
2,651 $195,000
Q1 2021

May 13, 2021
BUY
$68.0 - $76.7 $1,632 - $1,840
24 Added 0.86%
2,818 $214,000
Q4 2020

Feb 16, 2021
BUY
$73.5 - $86.07 $205,359 - $240,479
2,794 New
2,794 $210,000

Others Institutions Holding D

# of Institutions
1,484
Shares Held
615M
Call Options Held
5.64M
Put Options Held
2.5M
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 $46.5B
  • 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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