Forum Financial Management, LP Dominion Energy, Inc Transaction History

Forum Financial Management, LP

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$44.15 - $49.19 $199,160 - $221,896	4,511 New	4,511 $221,000
Q3 2023 Nov 03, 2023	SELL	$44.14 - $54.45 $4,502 - $5,553	-102 Reduced 2.12%	4,707 $210,000
Q2 2023 Jul 26, 2023	BUY	$49.02 - $58.68 $833 - $997	17 Added 0.35%	4,809 $249,000
Q1 2023 Apr 19, 2023	BUY	$52.22 - $63.64 $469 - $572	9 Added 0.19%	4,792 $267,000
Q4 2022 Jan 24, 2023	SELL	$57.96 - $71.5 $10,490 - $12,941	-181 Reduced 3.65%	4,783 $0
Q3 2022 Nov 07, 2022	SELL	$69.11 - $85.65 $2,142 - $2,655	-31 Reduced 0.62%	4,964 $343,000
Q2 2022 Aug 15, 2022	BUY	$73.41 - $88.38 $3,230 - $3,888	44 Added 0.89%	4,995 $399,000
Q1 2022 May 16, 2022	BUY	$77.16 - $85.43 $385 - $427	5 Added 0.1%	4,951 $420,000
Q4 2021 Feb 18, 2022	BUY	$70.85 - $78.57 $350,424 - $388,607	4,946 New	4,946 $389,000

1,416

625M

5.21M

2.18M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.1B
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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