Founders Financial Alliance, LLC Dominion Energy, Inc Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 15,101 shares of D stock, worth $809,262. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,101

Previous 14,642 3.13%

Holding current value

$809,262

Previous $717,000 21.62%

% of portfolio

0.25%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$48.01 - $58.53 $22,036 - $26,865	459 Added 3.13%	15,101 $872,000
Q2 2024 Aug 23, 2024	BUY	$46.86 - $53.94 $2,858 - $3,290	61 Added 0.42%	14,642 $717,000
Q1 2024 May 14, 2024	BUY	$44.15 - $49.19 $750 - $836	17 Added 0.12%	14,581 $717,000
Q4 2023 Feb 09, 2024	SELL	$39.53 - $49.47 $54,472 - $68,169	-1,378 Reduced 8.64%	14,564 $684,000
Q3 2023 Nov 13, 2023	SELL	$44.14 - $54.45 $24,894 - $30,709	-564 Reduced 3.42%	15,942 $712,000
Q2 2023 Aug 11, 2023	BUY	$49.02 - $58.68 $113,334 - $135,668	2,312 Added 16.29%	16,506 $854,000
Q1 2023 May 15, 2023	SELL	$52.22 - $63.64 $61,880 - $75,413	-1,185 Reduced 7.71%	14,194 $793,000
Q4 2022 Feb 15, 2023	SELL	$57.96 - $71.5 $2,434 - $3,003	-42 Reduced 0.27%	15,379 $943,000
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $626,413 - $776,331	9,064 Added 142.58%	15,421 $1.07 Million
Q2 2022 Aug 15, 2022	SELL	$73.41 - $88.38 $674,344 - $811,858	-9,186 Reduced 59.1%	6,357 $507,000
Q1 2022 May 12, 2022	SELL	$77.16 - $85.43 $18,364 - $20,332	-238 Reduced 1.51%	15,543 $1.32 Million
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $55,829 - $61,913	-788 Reduced 4.76%	15,781 $1.24 Million
Q3 2021 Nov 15, 2021	SELL	$73.02 - $80.05 $1,825 - $2,001	-25 Reduced 0.15%	16,569 $1.21 Million
Q2 2021 Aug 02, 2021	BUY	$73.51 - $80.37 $4,925 - $5,384	67 Added 0.41%	16,594 $1.22 Million
Q1 2021 May 14, 2021	SELL	$68.0 - $76.7 $31,348 - $35,358	-461 Reduced 2.71%	16,527 $1.27 Million
Q4 2020 Feb 04, 2021	BUY	$73.5 - $86.07 $202,566 - $237,208	2,756 Added 19.36%	16,988 $1.28 Million
Q3 2020 Nov 13, 2020	BUY	$73.58 - $82.69 $1.05 Million - $1.18 Million	14,232 New	14,232 $1.13 Million

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $44.6B
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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Founders Financial Alliance, LLC Dominion Energy, Inc Transaction History