Cypress Wealth Services, LLC Dominion Energy, Inc Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 07, 2023	SELL	$52.22 - $63.64 $8,720 - $10,627	-167 Reduced 4.29%	3,730 $208,000
Q4 2022 Jan 18, 2023	SELL	$57.96 - $71.5 $38,833 - $47,905	-670 Reduced 14.67%	3,897 $0
Q3 2022 Oct 14, 2022	SELL	$69.11 - $85.65 $57,499 - $71,260	-832 Reduced 15.41%	4,567 $294,000
Q2 2022 Jul 27, 2022	BUY	$73.41 - $88.38 $67,096 - $80,779	914 Added 20.38%	5,399 $431,000
Q1 2022 Apr 22, 2022	BUY	$77.16 - $85.43 $38,888 - $43,056	504 Added 12.66%	4,485 $381,000
Q4 2021 Jan 19, 2022	BUY	$70.85 - $78.57 $7,368 - $8,171	104 Added 2.68%	3,981 $313,000
Q3 2021 Oct 13, 2021	SELL	$73.02 - $80.05 $90,106 - $98,781	-1,234 Reduced 24.14%	3,877 $283,000
Q2 2021 Jul 14, 2021	BUY	$73.51 - $80.37 $8,747 - $9,564	119 Added 2.38%	5,111 $376,000
Q1 2021 Apr 28, 2021	SELL	$68.0 - $76.7 $67,660 - $76,316	-995 Reduced 16.62%	4,992 $379,000
Q4 2020 Jan 22, 2021	SELL	$73.5 - $86.07 $38,734 - $45,358	-527 Reduced 8.09%	5,987 $450,000
Q2 2020 Jul 15, 2020	BUY	$69.55 - $87.0 $31,367 - $39,237	451 Added 7.44%	6,514 $529,000
Q1 2020 Apr 10, 2020	BUY	$59.39 - $89.8 $22,508 - $34,034	379 Added 6.67%	6,063 $438,000
Q4 2019 Jan 14, 2020	SELL	$79.62 - $83.46 $32,325 - $33,884	-406 Reduced 6.67%	5,684 $471,000
Q3 2019 Oct 16, 2019	BUY	$74.29 - $81.04 $2,080 - $2,269	28 Added 0.46%	6,090 $494,000
Q2 2019 Jul 24, 2019	BUY	$73.31 - $79.22 $65,685 - $70,981	896 Added 17.34%	6,062 $469,000
Q1 2019 Apr 19, 2019	SELL	$67.97 - $77.04 $68,105 - $77,194	-1,002 Reduced 16.25%	5,166 $396,000
Q4 2018 Jan 22, 2019	BUY	$69.89 - $76.92 $33,477 - $36,844	479 Added 8.42%	6,168 $441,000
Q3 2018 Oct 19, 2018	BUY	$68.08 - $72.45 $6,808 - $7,245	100 Added 1.79%	5,689 $400,000
Q2 2018 Aug 06, 2018	SELL	$61.75 - $68.47 $59,774 - $66,278	-968 Reduced 14.76%	5,589 $381,000
Q1 2018 May 01, 2018	SELL	$67.3 - $80.28 $43,206 - $51,539	-642 Reduced 8.92%	6,557 $442,000
Q4 2017 Feb 05, 2018	BUY	$75.95 - $84.91 $546,764 - $611,267	7,199	7,199 $584,000

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$4.76 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.28 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.37 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.58 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.53 Billion
0.14% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $44.6B
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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