Evoke Wealth, LLC Dominion Energy, Inc Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Evoke Wealth, LLC holds 3,535 shares of D stock, worth $203,722. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,535

Holding current value

$203,722

% of portfolio

0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$48.01 - $58.53 $169,715 - $206,903	3,535 New	3,535 $204 Million
Q3 2022 Nov 07, 2022	SELL	$69.11 - $85.65 $691 - $856	-10 Reduced 0.4%	2,504 $173,000
Q2 2022 Aug 04, 2022	BUY	$73.41 - $88.38 $2,716 - $3,270	37 Added 1.49%	2,514 $201,000
Q1 2022 May 10, 2022	BUY	$77.16 - $85.43 $3,163 - $3,502	41 Added 1.68%	2,477 $210,000
Q4 2021 Feb 09, 2022	BUY	$70.85 - $78.57 $425 - $471	6 Added 0.25%	2,436 $191,000
Q3 2021 Nov 12, 2021	SELL	$73.02 - $80.05 $438 - $480	-6 Reduced 0.25%	2,430 $177,000
Q2 2021 Aug 05, 2021	SELL	$73.51 - $80.37 $3,160 - $3,455	-43 Reduced 1.73%	2,436 $179,000
Q1 2021 May 13, 2021	BUY	$68.0 - $76.7 $2,448 - $2,761	36 Added 1.47%	2,479 $188,000
Q4 2020 Feb 12, 2021	SELL	$73.5 - $86.07 $34,177 - $40,022	-465 Reduced 15.99%	2,443 $184,000
Q3 2020 Nov 13, 2020	SELL	$73.58 - $82.69 $2,722 - $3,059	-37 Reduced 1.26%	2,908 $230,000
Q2 2020 Aug 10, 2020	SELL	$69.55 - $87.0 $196,896 - $246,297	-2,831 Reduced 49.01%	2,945 $239,000
Q1 2020 May 07, 2020	SELL	$59.39 - $89.8 $207,330 - $313,491	-3,491 Reduced 37.67%	5,776 $417 Million
Q4 2019 Feb 07, 2020	BUY	$79.62 - $83.46 $24,284 - $25,455	305 Added 3.4%	9,267 $767 Million
Q3 2019 Nov 12, 2019	BUY	$74.29 - $81.04 $665,786 - $726,280	8,962 New	8,962 $726 Million

Others Institutions Holding D

# of Institutions

1,498

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$5.12 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.53 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.55 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.7 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.65 Billion
0.14% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48B
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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