A detailed history of Crestwood Advisors Group LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 7,364 shares of D stock, worth $429,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,364
Previous 7,216 2.05%
Holding current value
$429,836
Previous $353,000 20.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$48.01 - $58.53 $7,105 - $8,662
148 Added 2.05%
7,364 $425,000
Q2 2024

Aug 01, 2024

SELL
$46.86 - $53.94 $28,490 - $32,795
-608 Reduced 7.77%
7,216 $353,000
Q1 2024

May 08, 2024

SELL
$44.15 - $49.19 $2,339 - $2,607
-53 Reduced 0.67%
7,824 $384,000
Q4 2023

Jan 29, 2024

SELL
$39.53 - $49.47 $74,909 - $93,745
-1,895 Reduced 19.39%
7,877 $370,000
Q3 2023

Nov 15, 2023

BUY
$44.14 - $54.45 $431,336 - $532,085
9,772 New
9,772 $436,000
Q2 2022

Jul 07, 2022

SELL
$73.41 - $88.38 $173,247 - $208,576
-2,360 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$77.16 - $85.43 $182,097 - $201,614
2,360 New
2,360 $201,000

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 $48.6B
  • 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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