Ep Wealth Advisors, LLC Dominion Energy, Inc Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,321 shares of D stock, worth $551,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,321

Previous 8,538 9.17%

Holding current value

$551,057

Previous $418,000 28.71%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$48.01 - $58.53 $37,591 - $45,828	783 Added 9.17%	9,321 $538,000
Q2 2024 Aug 19, 2024	BUY	$46.86 - $53.94 $42,830 - $49,301	914 Added 11.99%	8,538 $418,000
Q1 2024 May 14, 2024	BUY	$44.15 - $49.19 $32,626 - $36,351	739 Added 10.73%	7,624 $375,000
Q4 2023 Feb 28, 2024	SELL	$39.53 - $49.47 $53,958 - $67,526	-1,365 Reduced 16.55%	6,885 $323,000
Q3 2023 Nov 22, 2023	BUY	$44.14 - $54.45 $75,876 - $93,599	1,719 Added 26.32%	8,250 $368,000
Q2 2023 Aug 14, 2023	SELL	$49.02 - $58.68 $835,692 - $1 Million	-17,048 Reduced 72.3%	6,531 $338,000
Q1 2023 Jun 05, 2023	BUY	$52.22 - $63.64 $1.23 Million - $1.5 Million	23,579 New	23,579 $1.32 Million
Q4 2022 Jun 12, 2023	SELL	$57.96 - $71.5 $929,794 - $1.15 Million	-16,042 Reduced 68.04%	7,537 $462,000
Q2 2022 Aug 11, 2022	BUY	$73.41 - $88.38 $96,240 - $115,866	1,311 Added 42.76%	4,377 $349,000
Q1 2022 May 20, 2022	BUY	$77.16 - $85.43 $1,080 - $1,196	14 Added 0.46%	3,066 $260,000
Q4 2021 Feb 17, 2022	SELL	$70.85 - $78.57 $708 - $785	-10 Reduced 0.33%	3,052 $240,000
Q3 2021 Nov 23, 2021	SELL	$73.02 - $80.05 $320,119 - $350,939	-4,384 Reduced 58.88%	3,062 $224,000
Q3 2021 Nov 16, 2021	BUY	$73.02 - $80.05 $200,805 - $220,137	2,750 Added 58.56%	7,446 $224,000
Q2 2021 Aug 24, 2021	SELL	$73.51 - $80.37 $62,998 - $68,877	-857 Reduced 15.43%	4,696 $346,000
Q1 2021 May 17, 2021	SELL	$68.0 - $76.7 $62,356 - $70,333	-917 Reduced 14.17%	5,553 $422,000
Q4 2020 Feb 18, 2021	SELL	$73.5 - $86.07 $86,436 - $101,218	-1,176 Reduced 15.38%	6,470 $487,000
Q3 2020 Nov 17, 2020	SELL	$73.58 - $82.69 $146,792 - $164,966	-1,995 Reduced 20.69%	7,646 $603,000
Q2 2020 Aug 14, 2020	SELL	$69.55 - $87.0 $215,674 - $269,787	-3,101 Reduced 24.34%	9,641 $783,000
Q1 2020 May 18, 2020	SELL	$59.39 - $89.8 $74,296 - $112,339	-1,251 Reduced 8.94%	12,742 $920,000
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $114,812 - $120,349	1,442 Added 11.49%	13,993 $1.16 Million
Q3 2019 Nov 18, 2019	BUY	$74.29 - $81.04 $44,796 - $48,867	603 Added 5.05%	12,551 $1.02 Million
Q2 2019 Aug 27, 2019	BUY	$73.31 - $79.22 $123,673 - $133,644	1,687 Added 16.44%	11,948 $924,000
Q1 2019 May 20, 2019	BUY	$67.97 - $77.04 $21,138 - $23,959	311 Added 3.13%	10,261 $787,000
Q4 2018 Feb 19, 2019	BUY	$69.89 - $76.92 $32,009 - $35,229	458 Added 4.83%	9,950 $711,000
Q3 2018 Nov 15, 2018	BUY	$68.08 - $72.45 $646,215 - $687,695	9,492 New	9,492 $667,000

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 $49.2B
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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Ep Wealth Advisors, LLC Dominion Energy, Inc Transaction History