Forvis Wealth Advisors, LLC Dominion Energy, Inc Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,620 shares of D stock, worth $565,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,620
Previous 8,235 16.82%
Holding current value
$565,175
Previous $403,000 37.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$48.01 - $58.53 $66,493 - $81,064
1,385 Added 16.82%
9,620 $555,000
Q2 2024

Aug 09, 2024
BUY
$46.86 - $53.94 $23,992 - $27,617
512 Added 6.63%
8,235 $403,000
Q1 2024

Apr 19, 2024
SELL
$44.15 - $49.19 $6,092 - $6,788
-138 Reduced 1.76%
7,723 $379,000
Q4 2023

Jan 11, 2024
SELL
$39.53 - $49.47 $161,124 - $201,639
-4,076 Reduced 34.15%
7,861 $369,000
Q3 2023

Oct 25, 2023
SELL
$44.14 - $54.45 $123,062 - $151,806
-2,788 Reduced 18.93%
11,937 $533,000
Q2 2023

Aug 08, 2023
SELL
$49.02 - $58.68 $116,667 - $139,658
-2,380 Reduced 13.91%
14,725 $762,000
Q1 2023

Apr 26, 2023
SELL
$52.22 - $63.64 $4,543 - $5,536
-87 Reduced 0.51%
17,105 $956,000
Q4 2022

Feb 02, 2023
BUY
$57.96 - $71.5 $9,099 - $11,225
157 Added 0.92%
17,192 $1.05 Million
Q3 2022

Oct 13, 2022
SELL
$69.11 - $85.65 $67,935 - $84,193
-983 Reduced 5.46%
17,035 $1.18 Million
Q2 2022

Jul 22, 2022
BUY
$73.41 - $88.38 $1.01 Million - $1.22 Million
13,757 Added 322.86%
18,018 $1.44 Million
Q1 2022

May 10, 2022
SELL
$77.16 - $85.43 $3,086 - $3,417
-40 Reduced 0.93%
4,261 $362,000
Q4 2021

Jan 14, 2022
BUY
$70.85 - $78.57 $39,605 - $43,920
559 Added 14.94%
4,301 $338,000
Q3 2021

Oct 14, 2021
SELL
$73.02 - $80.05 $1,022 - $1,120
-14 Reduced 0.37%
3,742 $273,000
Q2 2021

Jul 14, 2021
SELL
$73.51 - $80.37 $27,713 - $30,299
-377 Reduced 9.12%
3,756 $276,000
Q1 2021

Apr 23, 2021
SELL
$68.0 - $76.7 $106,964 - $120,649
-1,573 Reduced 27.57%
4,133 $314,000
Q4 2020

Jan 22, 2021
BUY
$73.5 - $86.07 $175,885 - $205,965
2,393 Added 72.23%
5,706 $429,000
Q3 2020

Nov 05, 2020
SELL
$73.58 - $82.69 $69,459 - $78,059
-944 Reduced 22.18%
3,313 $261,000
Q2 2020

Jul 15, 2020
BUY
$69.55 - $87.0 $44,929 - $56,202
646 Added 17.89%
4,257 $346,000
Q1 2020

Apr 10, 2020
BUY
$59.39 - $89.8 $63,963 - $96,714
1,077 Added 42.5%
3,611 $261,000
Q4 2019

Jan 13, 2020
BUY
$79.62 - $83.46 $201,757 - $211,487
2,534 New
2,534 $210,000
Q1 2018

Apr 20, 2018
SELL
$67.3 - $80.28 $259,374 - $309,399
-3,854 Closed
0 $0
Q4 2017

Jan 18, 2018
SELL
$75.95 - $84.91 $8,506 - $9,509
-112 Reduced 2.82%
3,854 $312,000
Q3 2017

Oct 13, 2017
BUY
$76.78 - $80.24 $304,509 - $318,231
3,966
3,966 $305,000

Others Institutions Holding D

# of Institutions
1,498
Shares Held
619M
Call Options Held
5.64M
Put Options Held
2.5M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $48.9B
  • 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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email