A detailed history of Congress Wealth Management LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 181,725 shares of D stock, worth $10.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
181,725
Previous 4,515 3924.92%
Holding current value
$10.6 Million
Previous $221,000 4651.58%
% of portfolio
0.15%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$48.01 - $58.53 $8.51 Million - $10.4 Million
177,210 Added 3924.92%
181,725 $10.5 Million
Q2 2024

Aug 13, 2024

SELL
$46.86 - $53.94 $8,622 - $9,924
-184 Reduced 3.92%
4,515 $221,000
Q1 2024

Apr 18, 2024

SELL
$44.15 - $49.19 $165,297 - $184,167
-3,744 Reduced 44.34%
4,699 $231,000
Q4 2023

Feb 09, 2024

BUY
$39.53 - $49.47 $90,128 - $112,791
2,280 Added 36.99%
8,443 $396,000
Q3 2023

Oct 30, 2023

BUY
$44.14 - $54.45 $3,531 - $4,356
80 Added 1.32%
6,163 $275,000
Q2 2023

Jul 13, 2023

BUY
$49.02 - $58.68 $7,941 - $9,506
162 Added 2.74%
6,083 $315,000
Q1 2023

Apr 14, 2023

BUY
$52.22 - $63.64 $89,557 - $109,142
1,715 Added 40.78%
5,921 $331,000
Q4 2022

Feb 02, 2023

SELL
$57.96 - $71.5 $57,090 - $70,427
-985 Reduced 18.98%
4,206 $258,000
Q3 2022

Nov 08, 2022

BUY
$69.11 - $85.65 $2,487 - $3,083
36 Added 0.7%
5,191 $358,000
Q2 2022

Aug 11, 2022

BUY
$73.41 - $88.38 $378,428 - $455,598
5,155 New
5,155 $412,000
Q1 2022

May 16, 2022

SELL
$77.16 - $85.43 $447,065 - $494,981
-5,794 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$70.85 - $78.57 $410,504 - $455,234
5,794 New
5,794 $455,000

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 $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
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