Erts Wealth Advisors, LLC Dominion Energy, Inc Transaction History

Erts Wealth Advisors, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	SELL	$69.11 - $85.65 $345 - $428	-5 Reduced 0.16%	3,192 $221,000
Q2 2022 Aug 08, 2022	BUY	$73.41 - $88.38 $367 - $441	5 Added 0.16%	3,197 $255,000
Q1 2022 May 11, 2022	BUY	$77.16 - $85.43 $1,003 - $1,110	13 Added 0.41%	3,192 $271,000
Q4 2021 Feb 15, 2022	SELL	$70.85 - $78.57 $14,028 - $15,556	-198 Reduced 5.86%	3,179 $251,000
Q3 2021 Oct 13, 2021	SELL	$73.02 - $80.05 $27,382 - $30,018	-375 Reduced 9.99%	3,377 $246,000
Q2 2021 Aug 11, 2021	SELL	$73.51 - $80.37 $6,762 - $7,394	-92 Reduced 2.39%	3,752 $276,000
Q1 2021 May 07, 2021	BUY	$68.0 - $76.7 $6,188 - $6,979	91 Added 2.42%	3,844 $292,000
Q4 2020 Feb 12, 2021	SELL	$73.5 - $86.07 $32,781 - $38,387	-446 Reduced 10.62%	3,753 $282,000
Q3 2020 Nov 13, 2020	SELL	$73.58 - $82.69 $117,875 - $132,469	-1,602 Reduced 27.62%	4,199 $331,000
Q2 2020 Aug 14, 2020	SELL	$69.55 - $87.0 $80,956 - $101,268	-1,164 Reduced 16.71%	5,801 $471,000
Q1 2020 May 15, 2020	BUY	$59.39 - $89.8 $11,581 - $17,511	195 Added 2.88%	6,965 $503,000
Q4 2019 Feb 19, 2020	BUY	$79.62 - $83.46 $42,994 - $45,068	540 Added 8.67%	6,770 $561,000
Q4 2019 Feb 12, 2020	SELL	$79.62 - $83.46 $56,928 - $59,673	-715 Reduced 10.3%	6,230 $445,000
Q3 2019 Nov 05, 2019	BUY	$74.29 - $81.04 $11,143 - $12,156	150 Added 2.21%	6,945 $563,000
Q1 2019 May 15, 2019	BUY	$67.97 - $77.04 $38,403 - $43,527	565 Added 9.07%	6,795 $521,000
Q4 2018 Feb 14, 2019	BUY	$69.89 - $76.92 $435,414 - $479,211	6,230 New	6,230 $445,000

1,499

619M

5.64M

2.5M

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...

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