First Foundation Advisors Dominion Energy, Inc Transaction History

First Foundation Advisors

$2.44 Billion
Q1 2024

A detailed history of First Foundation Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, First Foundation Advisors holds 2,218 shares of D stock, worth $107,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,218

Previous 2,297 3.44%

Holding current value

$107,661

Previous $107,000 1.87%

% of portfolio

0.0%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$44.15 - $49.19 $3,487 - $3,886	-79 Reduced 3.44%	2,218 $109,000
Q4 2023 Feb 14, 2024	SELL	$39.53 - $49.47 $275,445 - $344,706	-6,968 Reduced 75.21%	2,297 $107,000
Q3 2023 Nov 15, 2023	SELL	$44.14 - $54.45 $1,191 - $1,470	-27 Reduced 0.29%	9,265 $413,000
Q2 2023 Aug 14, 2023	BUY	$49.02 - $58.68 $7,009 - $8,391	143 Added 1.56%	9,292 $481,000
Q1 2023 May 12, 2023	BUY	$52.22 - $63.64 $16,292 - $19,855	312 Added 3.53%	9,149 $511,000

Q4 2022 Feb 14, 2023	SELL	$57.96 - $71.5 $579 - $715	-10 Reduced 0.11%	8,837 $542,000
Q3 2022 Nov 10, 2022	BUY	$69.11 - $85.65 $829 - $1,027	12 Added 0.14%	8,847 $611,000
Q2 2022 Aug 12, 2022	SELL	$73.41 - $88.38 $58,360 - $70,262	-795 Reduced 8.26%	8,835 $705,000
Q1 2022 May 05, 2022	BUY	$77.16 - $85.43 $205,091 - $227,072	2,658 Added 38.12%	9,630 $818,000
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $3,684 - $4,085	-52 Reduced 0.74%	6,972 $548,000
Q3 2021 Nov 15, 2021	SELL	$73.02 - $80.05 $77,985 - $85,493	-1,068 Reduced 13.2%	7,024 $513,000
Q2 2021 Aug 13, 2021	BUY	$73.51 - $80.37 $81,155 - $88,728	1,104 Added 15.8%	8,092 $595,000
Q1 2021 May 18, 2021	SELL	$68.0 - $76.7 $2,924 - $3,298	-43 Reduced 0.61%	6,988 $531,000
Q4 2020 Feb 16, 2021	BUY	$73.5 - $86.07 $516,778 - $605,158	7,031 New	7,031 $529,000
Q3 2020 Nov 12, 2020	SELL	$73.58 - $82.69 $1,618 - $1,819	-22 Reduced 0.33%	6,626 $523,000
Q2 2020 Aug 14, 2020	SELL	$69.55 - $87.0 $26,915 - $33,669	-387 Reduced 5.5%	6,648 $540,000
Q1 2020 May 11, 2020	BUY	$59.39 - $89.8 $12,174 - $18,409	205 Added 3.0%	7,035 $508,000
Q4 2019 Feb 11, 2020	SELL	$79.62 - $83.46 $32,246 - $33,801	-405 Reduced 5.6%	6,830 $566,000
Q3 2019 Nov 12, 2019	BUY	$74.29 - $81.04 $29,716 - $32,416	400 Added 5.85%	7,235 $586,000
Q2 2019 Aug 14, 2019	BUY	$73.31 - $79.22 $1,539 - $1,663	21 Added 0.31%	6,835 $528,000
Q1 2019 May 13, 2019	BUY	$67.97 - $77.04 $15,361 - $17,411	226 Added 3.43%	6,814 $522,000
Q4 2018 Feb 14, 2019	SELL	$69.89 - $76.92 $451,559 - $496,980	-6,461 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$68.08 - $72.45 $272 - $289	4 Added 0.06%	6,461 $454,000
Q2 2018 Aug 14, 2018	SELL	$61.75 - $68.47 $7,595 - $8,421	-123 Reduced 1.87%	6,457 $440,000
Q1 2018 May 15, 2018	SELL	$67.3 - $80.28 $19,045 - $22,719	-283 Reduced 4.12%	6,580 $444,000
Q3 2017 Nov 14, 2017	SELL	$76.78 - $80.24 $56,663 - $59,217	-738 Reduced 9.71%	6,863 $528,000
Q2 2017 Aug 14, 2017	BUY	N/A	7,601	7,601 $582,000

Others Institutions Holding D

# of Institutions

1,350

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.13M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $40.4B
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...

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First Foundation Advisors Dominion Energy, Inc Transaction History