A detailed history of Elmwood Wealth Management, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 21,402 shares of D stock, worth $1.04 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
21,402
Previous 12,497 71.26%
Holding current value
$1.04 Million
Previous $587,000 79.22%
% of portfolio
0.48%
Previous 0.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$44.15 - $49.19 $393,155 - $438,036
8,905 Added 71.26%
21,402 $1.05 Million
Q4 2023

Jan 30, 2024

BUY
$39.53 - $49.47 $49,768 - $62,282
1,259 Added 11.2%
12,497 $587,000
Q3 2023

Nov 15, 2023

BUY
$44.14 - $54.45 $51,246 - $63,216
1,161 Added 11.52%
11,238 $502,000
Q2 2023

Aug 10, 2023

SELL
$49.02 - $58.68 $2,058 - $2,464
-42 Reduced 0.42%
10,077 $521,000
Q1 2023

Apr 28, 2023

BUY
$52.22 - $63.64 $67,102 - $81,777
1,285 Added 14.55%
10,119 $565,000
Q4 2022

Jan 25, 2023

BUY
$57.96 - $71.5 $235,607 - $290,647
4,065 Added 85.24%
8,834 $0
Q3 2022

Nov 14, 2022

BUY
$69.11 - $85.65 $3,455 - $4,282
50 Added 1.06%
4,769 $330,000
Q2 2022

Jul 12, 2022

SELL
$73.41 - $88.38 $11,011 - $13,257
-150 Reduced 3.08%
4,719 $377,000
Q1 2022

May 16, 2022

SELL
$77.16 - $85.43 $2,314 - $2,562
-30 Reduced 0.61%
4,869 $414,000
Q4 2021

Feb 08, 2022

SELL
$70.85 - $78.57 $34,078 - $37,792
-481 Reduced 8.94%
4,899 $385,000
Q1 2021

May 13, 2021

BUY
$68.0 - $76.7 $365,840 - $412,646
5,380 New
5,380 $408,000

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 $40.4B
  • 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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