Evercore Wealth Management, LLC Dominion Energy, Inc Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,762 shares of D stock, worth $213,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,762

Previous 5,163 27.14%

Holding current value

$213,004

Previous $298,000 32.21%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$52.63 - $60.92 $73,734 - $85,348	-1,401 Reduced 27.14%	3,762 $202,000
Q3 2024 Nov 14, 2024	SELL	$48.01 - $58.53 $21,556 - $26,279	-449 Reduced 8.0%	5,163 $298,000
Q1 2024 May 15, 2024	SELL	$44.15 - $49.19 $96,247 - $107,234	-2,180 Reduced 27.98%	5,612 $276,000
Q4 2023 Feb 14, 2024	SELL	$39.53 - $49.47 $116,060 - $145,243	-2,936 Reduced 27.37%	7,792 $366,000
Q3 2023 Nov 14, 2023	SELL	$44.14 - $54.45 $142,483 - $175,764	-3,228 Reduced 23.13%	10,728 $479,000
Q2 2023 Aug 04, 2023	SELL	$49.02 - $58.68 $133,922 - $160,313	-2,732 Reduced 16.37%	13,956 $722,000
Q1 2023 May 15, 2023	SELL	$52.22 - $63.64 $104,701 - $127,598	-2,005 Reduced 10.73%	16,688 $933,000
Q4 2022 Feb 14, 2023	BUY	$57.96 - $71.5 $9,273 - $11,440	160 Added 0.86%	18,693 $1.15 Million
Q3 2022 Nov 14, 2022	SELL	$69.11 - $85.65 $13,822 - $17,130	-200 Reduced 1.07%	18,533 $1.28 Million
Q2 2022 Aug 15, 2022	SELL	$73.41 - $88.38 $271,543 - $326,917	-3,699 Reduced 16.49%	18,733 $1.5 Million
Q1 2022 May 16, 2022	SELL	$77.16 - $85.43 $1,157 - $1,281	-15 Reduced 0.07%	22,432 $1.91 Million
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $88,208 - $97,819	-1,245 Reduced 5.25%	22,447 $1.76 Million
Q3 2021 Nov 15, 2021	SELL	$73.02 - $80.05 $3,651 - $4,002	-50 Reduced 0.21%	23,692 $1.73 Million
Q2 2021 Aug 16, 2021	SELL	$73.51 - $80.37 $240,598 - $263,051	-3,273 Reduced 12.12%	23,742 $1.75 Million
Q1 2021 May 17, 2021	SELL	$68.0 - $76.7 $412,216 - $464,955	-6,062 Reduced 18.33%	27,015 $2.05 Million
Q4 2020 Feb 16, 2021	SELL	$73.5 - $86.07 $16,684 - $19,537	-227 Reduced 0.68%	33,077 $2.49 Million
Q3 2020 Nov 16, 2020	SELL	$73.58 - $82.69 $58,201 - $65,407	-791 Reduced 2.32%	33,304 $2.63 Million
Q2 2020 Aug 13, 2020	BUY	$69.55 - $87.0 $10,502 - $13,137	151 Added 0.44%	34,095 $2.77 Million
Q1 2020 May 14, 2020	SELL	$59.39 - $89.8 $131,014 - $198,098	-2,206 Reduced 6.1%	33,944 $2.45 Million
Q4 2019 Feb 13, 2020	SELL	$79.62 - $83.46 $283,845 - $297,534	-3,565 Reduced 8.98%	36,150 $2.99 Million
Q3 2019 Nov 14, 2019	BUY	$74.29 - $81.04 $275,615 - $300,658	3,710 Added 10.3%	39,715 $3.22 Million
Q2 2019 Aug 13, 2019	BUY	$73.31 - $79.22 $611,771 - $661,090	8,345 Added 30.17%	36,005 $2.78 Million
Q1 2019 May 14, 2019	BUY	$67.97 - $77.04 $114,189 - $129,427	1,680 Added 6.47%	27,660 $2.12 Million
Q4 2018 Feb 13, 2019	BUY	$69.89 - $76.92 $127,129 - $139,917	1,819 Added 7.53%	25,980 $1.86 Million
Q3 2018 Nov 13, 2018	BUY	$68.08 - $72.45 $74,275 - $79,042	1,091 Added 4.73%	24,161 $1.7 Million
Q2 2018 Aug 14, 2018	BUY	$61.75 - $68.47 $437,807 - $485,452	7,090 Added 44.37%	23,070 $1.57 Million
Q1 2018 May 15, 2018	BUY	$67.3 - $80.28 $48,523 - $57,881	721 Added 4.73%	15,980 $1.08 Million
Q3 2017 Nov 13, 2017	BUY	$76.78 - $80.24 $1.17 Million - $1.22 Million	15,259	15,259 $1.17 Million

Others Institutions Holding D

# of Institutions

1,541

Shares Held

630M

Call Options Held

5.31M

Put Options Held

2.36M

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About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $47.1B
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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Evercore Wealth Management, LLC Dominion Energy, Inc Transaction History