A detailed history of Concurrent Investment Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 35,385 shares of D stock, worth $1.86 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
35,385
Previous 34,782 1.73%
Holding current value
$1.86 Million
Previous $1.7 Billion 19.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 30, 2024

BUY
$48.01 - $58.53 $28,950 - $35,293
603 Added 1.73%
35,385 $2.04 Billion
Q2 2024

Jul 30, 2024

BUY
$46.86 - $53.94 $584,578 - $672,901
12,475 Added 55.92%
34,782 $1.7 Billion
Q1 2024

May 07, 2024

SELL
$44.15 - $49.19 $53,200 - $59,273
-1,205 Reduced 5.13%
22,307 $1.1 Billion
Q4 2023

Apr 15, 2024

BUY
$39.53 - $49.47 $929,429 - $1.16 Million
23,512 New
23,512 $1.11 Billion

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 $43.8B
  • 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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