A detailed history of Donaldson Capital Management, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 16,515 shares of D stock, worth $953,080. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,515
Previous 12,737 29.66%
Holding current value
$953,080
Previous $624,000 52.88%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$48.01 - $58.53 $181,381 - $221,126
3,778 Added 29.66%
16,515 $954,000
Q2 2024

Jul 31, 2024

SELL
$46.86 - $53.94 $3,327 - $3,829
-71 Reduced 0.55%
12,737 $624,000
Q1 2024

Apr 22, 2024

SELL
$44.15 - $49.19 $10,596 - $11,805
-240 Reduced 1.84%
12,808 $630,000
Q4 2023

Jan 30, 2024

SELL
$39.53 - $49.47 $60,322 - $75,491
-1,526 Reduced 10.47%
13,048 $613,000
Q3 2023

Oct 11, 2023

BUY
$44.14 - $54.45 $76,980 - $94,960
1,744 Added 13.59%
14,574 $651,000
Q2 2023

Jul 17, 2023

SELL
$49.02 - $58.68 $26,715 - $31,980
-545 Reduced 4.07%
12,830 $664,000
Q1 2023

Apr 13, 2023

BUY
$52.22 - $63.64 $126,372 - $154,008
2,420 Added 22.09%
13,375 $747,000
Q4 2022

Feb 08, 2023

SELL
$57.96 - $71.5 $30,139 - $37,180
-520 Reduced 4.53%
10,955 $672,000
Q3 2022

Oct 13, 2022

BUY
$69.11 - $85.65 $42,779 - $53,017
619 Added 5.7%
11,475 $793,000
Q2 2022

Aug 11, 2022

BUY
$73.41 - $88.38 $9,763 - $11,754
133 Added 1.24%
10,856 $866,000
Q1 2022

May 13, 2022

BUY
$77.16 - $85.43 $265,198 - $293,622
3,437 Added 47.17%
10,723 $911,000
Q4 2021

Jan 21, 2022

BUY
$70.85 - $78.57 $40,738 - $45,177
575 Added 8.57%
7,286 $572,000
Q3 2021

Nov 04, 2021

BUY
$73.02 - $80.05 $1,314 - $1,440
18 Added 0.27%
6,711 $490,000
Q2 2021

Jul 28, 2021

SELL
$73.51 - $80.37 $91,593 - $100,141
-1,246 Reduced 15.69%
6,693 $492,000
Q1 2021

May 05, 2021

SELL
$68.0 - $76.7 $319,668 - $360,566
-4,701 Reduced 37.19%
7,939 $603,000
Q4 2020

Jan 11, 2021

SELL
$73.5 - $86.07 $177,355 - $207,686
-2,413 Reduced 16.03%
12,640 $950,000
Q3 2020

Nov 02, 2020

SELL
$73.58 - $82.69 $12,287 - $13,809
-167 Reduced 1.1%
15,053 $1.19 Million
Q2 2020

Jul 27, 2020

SELL
$69.55 - $87.0 $189,732 - $237,336
-2,728 Reduced 15.2%
15,220 $1.24 Million
Q1 2020

Apr 16, 2020

SELL
$59.39 - $89.8 $76,434 - $115,572
-1,287 Reduced 6.69%
17,948 $1.3 Million
Q4 2019

Jan 14, 2020

SELL
$79.62 - $83.46 $140,210 - $146,973
-1,761 Reduced 8.39%
19,235 $1.59 Million
Q3 2019

Nov 04, 2019

BUY
$74.29 - $81.04 $31,053 - $33,874
418 Added 2.03%
20,996 $1.7 Million
Q2 2019

Aug 12, 2019

SELL
$73.31 - $79.22 $155,123 - $167,629
-2,116 Reduced 9.32%
20,578 $1.59 Million
Q1 2019

Apr 01, 2019

SELL
$67.97 - $77.04 $530,913 - $601,759
-7,811 Reduced 25.61%
22,694 $1.74 Million
Q4 2018

Feb 08, 2019

SELL
$69.89 - $76.92 $233,013 - $256,451
-3,334 Reduced 9.85%
30,505 $2.18 Million
Q3 2018

Nov 06, 2018

SELL
$68.08 - $72.45 $61,203 - $65,132
-899 Reduced 2.59%
33,839 $2.38 Million
Q2 2018

Aug 07, 2018

SELL
$61.75 - $68.47 $15.6 Million - $17.3 Million
-252,979 Reduced 87.93%
34,738 $2.37 Million
Q1 2018

Apr 30, 2018

SELL
$67.3 - $80.28 $4.27 Million - $5.1 Million
-63,504 Reduced 18.08%
287,717 $19.4 Million
Q4 2017

Jan 30, 2018

BUY
$75.95 - $84.91 $26.3 Million - $29.4 Million
345,671 Added 6228.31%
351,221 $28.5 Million
Q4 2017

Jan 26, 2018

SELL
$75.95 - $84.91 $26.1 Million - $29.2 Million
-343,904 Reduced 98.41%
5,550 $450,000
Q3 2017

Nov 08, 2017

BUY
$76.78 - $80.24 $26.8 Million - $28 Million
349,454
349,454 $26.9 Million

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 $48B
  • 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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