Foster Victor Wealth Advisors, LLC Dominion Energy, Inc Transaction History

Foster Victor Wealth Advisors, LLC

$1.27 Billion
Q2 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$57.96 - $71.5 $1.32 Million - $1.62 Million	22,699 Added 37.99%	82,446 $0
Q3 2022 Oct 24, 2022	BUY	$69.11 - $85.65 $322,259 - $399,385	4,663 Added 8.47%	59,747 $3.94 Million
Q2 2022 Jul 19, 2022	BUY	$73.41 - $88.38 $294,520 - $354,580	4,012 Added 7.86%	55,084 $4.41 Million
Q1 2022 Apr 14, 2022	BUY	$77.16 - $85.43 $525,382 - $581,692	6,809 Added 15.38%	51,072 $4.49 Million
Q4 2021 Jan 19, 2022	BUY	$70.85 - $78.57 $274,968 - $304,930	3,881 Added 9.61%	44,263 $3.51 Million
Q3 2021 Oct 08, 2021	BUY	$73.02 - $80.05 $178,972 - $196,202	2,451 Added 6.46%	40,382 $2.95 Million
Q2 2021 Jul 29, 2021	BUY	$73.51 - $80.37 $315,504 - $344,948	4,292 Added 12.76%	37,931 $2.79 Million
Q1 2021 Apr 23, 2021	BUY	$68.0 - $76.7 $517,752 - $583,993	7,614 Added 29.26%	33,639 $2.61 Million
Q4 2020 Feb 08, 2021	BUY	$73.5 - $86.07 $239,389 - $280,329	3,257 Added 14.31%	26,025 $1.96 Million
Q3 2020 Oct 26, 2020	BUY	$73.58 - $82.69 $124,350 - $139,746	1,690 Added 8.02%	22,768 $1.8 Million
Q2 2020 Aug 03, 2020	BUY	$69.55 - $87.0 $296,213 - $370,533	4,259 Added 25.32%	21,078 $1.71 Million
Q1 2020 Apr 29, 2020	SELL	$59.39 - $89.8 $10,630 - $16,074	-179 Reduced 1.05%	16,819 $1.29 Million
Q4 2019 Jan 13, 2020	BUY	$79.62 - $83.46 $261,551 - $274,166	3,285 Added 23.96%	16,998 $1.39 Million
Q3 2019 Oct 11, 2019	BUY	$74.29 - $81.04 $390,319 - $425,784	5,254 Added 62.11%	13,713 $1.11 Million
Q2 2019 Jul 16, 2019	SELL	$73.31 - $79.22 $337,959 - $365,204	-4,610 Reduced 35.27%	8,459 $661,000
Q1 2019 May 03, 2019	BUY	$67.97 - $77.04 $99,508 - $112,786	1,464 Added 12.62%	13,069 $1 Million
Q4 2018 Mar 04, 2019	BUY	$69.89 - $76.92 $811,073 - $892,656	11,605 New	11,605 $829,000

Others Institutions Holding D

# of Institutions

1,416

Shares Held

625M

Call Options Held

5.21M

Put Options Held

2.18M

Vanguard Group Inc Valley Forge, PA

87.9M
Shares

$5.12 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.57 Billion
0.07% of portfolio
State Street Corp Boston, MA

42.9M
Shares

$2.5 Billion
0.09% of portfolio
Massachusetts Financial Services CO Boston, MA

29.6M
Shares

$1.73 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

27.4M
Shares

$1.6 Billion
0.12% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.5B
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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