Endurance Wealth Management, Inc. Dominion Energy, Inc Transaction History

Endurance Wealth Management, Inc.

$731 Million
Q2 2023

A detailed history of Endurance Wealth Management, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 8,526 shares of D stock, worth $500,902. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,526

Previous 10,250 16.82%

Holding current value

$500,902

Previous $573,000 22.86%

% of portfolio

0.06%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$49.02 - $58.68 $84,510 - $101,164	-1,724 Reduced 16.82%	8,526 $442,000
Q1 2023 May 02, 2023	SELL	$52.22 - $63.64 $3,864 - $4,709	-74 Reduced 0.72%	10,250 $573,000
Q4 2022 Feb 01, 2023	SELL	$57.96 - $71.5 $83,810 - $103,389	-1,446 Reduced 12.29%	10,324 $633,000
Q3 2022 Oct 21, 2022	SELL	$69.11 - $85.65 $334,907 - $415,059	-4,846 Reduced 29.16%	11,770 $813,000
Q1 2022 Apr 20, 2022	SELL	$77.16 - $85.43 $219,597 - $243,133	-2,846 Reduced 14.62%	16,616 $1.41 Million
Q4 2021 Jan 19, 2022	SELL	$70.85 - $78.57 $1.25 Million - $1.38 Million	-17,576 Reduced 47.45%	19,462 $1.53 Million
Q3 2021 Oct 28, 2021	SELL	$73.02 - $80.05 $24,169 - $26,496	-331 Reduced 0.89%	37,038 $2.7 Million
Q2 2021 Aug 04, 2021	SELL	$73.51 - $80.37 $19,112 - $20,896	-260 Reduced 0.69%	37,369 $2.75 Million
Q1 2021 May 05, 2021	BUY	$68.0 - $76.7 $42,500 - $47,937	625 Added 1.69%	37,629 $2.86 Million
Q4 2020 Jan 15, 2021	BUY	$73.5 - $86.07 $99,225 - $116,194	1,350 Added 3.79%	37,004 $2.78 Million
Q3 2020 Oct 27, 2020	SELL	$73.58 - $82.69 $229,790 - $258,240	-3,123 Reduced 8.05%	35,654 $2.81 Million
Q2 2020 Jul 14, 2020	BUY	$69.55 - $87.0 $55,014 - $68,817	791 Added 2.08%	38,777 $3.15 Million
Q1 2020 May 11, 2020	SELL	$59.39 - $89.8 $55,113 - $83,334	-928 Reduced 2.38%	37,986 $2.74 Million
Q4 2019 Jan 14, 2020	BUY	$79.62 - $83.46 $778,922 - $816,489	9,783 Added 33.58%	38,914 $3.22 Million
Q3 2019 Oct 18, 2019	SELL	$74.29 - $81.04 $81,198 - $88,576	-1,093 Reduced 3.62%	29,131 $2.36 Million
Q2 2019 Jul 30, 2019	SELL	$73.31 - $79.22 $105,053 - $113,522	-1,433 Reduced 4.53%	30,224 $2.34 Million
Q1 2019 May 01, 2019	BUY	$67.97 - $77.04 $2.14 Million - $2.43 Million	31,507 Added 21004.67%	31,657 $2.43 Million
Q4 2018 Jan 14, 2019	BUY	$69.89 - $76.92 $6,989 - $7,692	100 Added 200.0%	150 $11,000
Q1 2018 Apr 19, 2018	SELL	$67.3 - $80.28 $673 - $802	-10 Reduced 16.67%	50 $3,000
Q3 2017 Oct 19, 2017	BUY	$76.78 - $80.24 $4,606 - $4,814	60	60 $5,000

Others Institutions Holding D

# of Institutions

1,498

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.9B
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...

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Endurance Wealth Management, Inc. Dominion Energy, Inc Transaction History