Evermay Wealth Management LLC Dominion Energy, Inc Transaction History

Evermay Wealth Management LLC

$620 Million
Q2 2024

A detailed history of Evermay Wealth Management LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,602 shares of D stock, worth $93,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,602

Previous 1,802 11.1%

Holding current value

$93,300

Previous $88,000 11.36%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$46.86 - $53.94 $9,372 - $10,788	-200 Reduced 11.1%	1,602 $78,000
Q1 2024 May 13, 2024	BUY	$44.15 - $49.19 $5,739 - $6,394	130 Added 7.78%	1,802 $88,000
Q4 2023 Feb 09, 2024	BUY	$39.53 - $49.47 $316 - $395	8 Added 0.48%	1,672 $78,000
Q3 2023 Nov 13, 2023	SELL	$44.14 - $54.45 $46,788 - $57,717	-1,060 Reduced 38.91%	1,664 $74,000
Q2 2023 Aug 10, 2023	SELL	$49.02 - $58.68 $1,176 - $1,408	-24 Reduced 0.87%	2,724 $141,000
Q1 2023 May 15, 2023	SELL	$52.22 - $63.64 $6,318 - $7,700	-121 Reduced 4.22%	2,748 $153,000
Q4 2022 Jan 19, 2023	SELL	$57.96 - $71.5 $60,278 - $74,360	-1,040 Reduced 26.61%	2,869 $0
Q2 2022 Aug 15, 2022	SELL	$73.41 - $88.38 $356,772 - $429,526	-4,860 Reduced 55.42%	3,909 $312,000
Q1 2022 May 16, 2022	SELL	$77.16 - $85.43 $115,740 - $128,145	-1,500 Reduced 14.61%	8,769 $745,000
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $8,502 - $9,428	-120 Reduced 1.16%	10,269 $807,000
Q3 2021 Nov 12, 2021	SELL	$73.02 - $80.05 $18,255 - $20,012	-250 Reduced 2.35%	10,389 $759,000
Q2 2021 Aug 13, 2021	SELL	$73.51 - $80.37 $73,510 - $80,370	-1,000 Reduced 8.59%	10,639 $783,000
Q1 2021 May 10, 2021	SELL	$68.0 - $76.7 $65,620 - $74,015	-965 Reduced 7.66%	11,639 $884,000
Q3 2020 Nov 05, 2020	SELL	$73.58 - $82.69 $535,735 - $602,065	-7,281 Reduced 36.62%	12,604 $995,000
Q2 2020 Jul 20, 2020	BUY	$69.55 - $87.0 $55,640 - $69,600	800 Added 4.19%	19,885 $1.61 Million
Q1 2020 Apr 24, 2020	BUY	$59.39 - $89.8 $276,816 - $418,557	4,661 Added 32.31%	19,085 $1.38 Million
Q4 2019 Feb 11, 2020	BUY	$79.62 - $83.46 $67,677 - $70,941	850 Added 6.26%	14,424 $1.2 Million
Q3 2019 Oct 29, 2019	SELL	$74.29 - $81.04 $7,429 - $8,104	-100 Reduced 0.73%	13,574 $1.1 Million
Q2 2019 Jul 23, 2019	BUY	$73.31 - $79.22 $3,005 - $3,248	41 Added 0.3%	13,674 $1.06 Million
Q1 2019 May 03, 2019	BUY	$67.97 - $77.04 $267,665 - $303,383	3,938 Added 40.62%	13,633 $1.05 Million
Q4 2018 Jan 24, 2019	BUY	$69.89 - $76.92 $181,714 - $199,992	2,600 Added 36.65%	9,695 $693,000
Q3 2018 Oct 29, 2018	SELL	$68.08 - $72.45 $34,040 - $36,225	-500 Reduced 6.58%	7,095 $499,000
Q2 2018 Aug 06, 2018	SELL	$61.75 - $68.47 $35,135 - $38,959	-569 Reduced 6.97%	7,595 $518,000
Q1 2018 May 04, 2018	BUY	$67.3 - $80.28 $122,486 - $146,109	1,820 Added 28.69%	8,164 $550,000
Q4 2017 Feb 07, 2018	BUY	$75.95 - $84.91 $280,559 - $313,657	3,694 Added 139.4%	6,344 $514,000
Q3 2017 Oct 23, 2017	BUY	$76.78 - $80.24 $203,467 - $212,636	2,650	2,650 $204,000

Others Institutions Holding D

# of Institutions

1,416

Shares Held

625M

Call Options Held

5.21M

Put Options Held

2.18M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.5B
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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Evermay Wealth Management LLC Dominion Energy, Inc Transaction History