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 $205,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,762
Previous 5,163 27.14%
Holding current value
$205,217
Previous $298,000 32.21%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
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
1,542
Shares Held
630M
Call Options Held
5.31M
Put Options Held
2.36M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $45.4B
  • 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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