Forvis Wealth Advisors, LLC Dominion Energy, Inc Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 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 8,160 shares of D stock, worth $454,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,160

Previous 9,620 15.18%

Holding current value

$454,593

Previous $555,000 20.9%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$52.63 - $60.92 $76,839 - $88,943	-1,460 Reduced 15.18%	8,160 $439,000
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

1,500

Shares Held

621M

Call Options Held

4.56M

Put Options Held

2.32M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $46.4B
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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Forvis Wealth Advisors, LLC Dominion Energy, Inc Transaction History