A detailed history of Forum Financial Management, LP transactions in Dominion Energy, Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 3,845 shares of D stock, worth $202,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,845
Holding current value
$202,362
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$48.01 - $58.53 $184,598 - $225,047
3,845 New
3,845 $222,000
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

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $43.8B
  • 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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