Fulcrum Equity Management Dominion Energy, Inc Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

A detailed history of Fulcrum Equity Management transactions in Dominion Energy, Inc stock. As of the latest transaction made, Fulcrum Equity Management holds 6,504 shares of D stock, worth $342,305. This represents 0.33% of its overall portfolio holdings.

Number of Shares

6,504

Previous 6,429 1.17%

Holding current value

$342,305

Previous $315,000 19.05%

% of portfolio

0.33%

Previous 0.29%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 21, 2024	BUY	$48.01 - $58.53 $3,600 - $4,389	75 Added 1.17%	6,504 $375,000
Q2 2024 Jul 19, 2024	BUY	$46.86 - $53.94 $3,983 - $4,584	85 Added 1.34%	6,429 $315,000
Q1 2024 Apr 24, 2024	BUY	$44.15 - $49.19 $3,796 - $4,230	86 Added 1.37%	6,344 $312,000
Q4 2023 Jan 18, 2024	BUY	$39.53 - $49.47 $3,439 - $4,303	87 Added 1.41%	6,258 $294,000
Q3 2023 Nov 13, 2023	SELL	$44.14 - $54.45 $441 - $544	-10 Reduced 0.16%	6,171 $275,000
Q2 2023 Jul 07, 2023	BUY	$49.02 - $58.68 $4,264 - $5,105	87 Added 1.43%	6,181 $320,000
Q1 2023 Apr 06, 2023	BUY	$52.22 - $63.64 $3,759 - $4,582	72 Added 1.2%	6,094 $340,000
Q4 2022 Jul 07, 2023	SELL	$57.96 - $71.5 $9,215 - $11,368	-159 Reduced 2.57%	6,022 $369,000
Q4 2022 Jan 10, 2023	BUY	$57.96 - $71.5 $3,883 - $4,790	67 Added 1.13%	6,022 $0
Q3 2022 Oct 11, 2022	BUY	$69.11 - $85.65 $3,386 - $4,196	49 Added 0.83%	5,955 $412,000
Q2 2022 Jul 18, 2022	BUY	$73.41 - $88.38 $3,083 - $3,711	42 Added 0.72%	5,906 $471,000
Q1 2022 Apr 15, 2022	BUY	$77.16 - $85.43 $4,243 - $4,698	55 Added 0.95%	5,864 $498,000
Q4 2021 Jan 25, 2022	BUY	$70.85 - $78.57 $3,329 - $3,692	47 Added 0.82%	5,809 $456,000
Q3 2021 Jan 25, 2022	BUY	$73.02 - $80.05 $3,504 - $3,842	48 Added 0.84%	5,762 $421,000
Q2 2021 Jul 15, 2021	BUY	$73.51 - $80.37 $3,528 - $3,857	48 Added 0.85%	5,714 $420,000
Q1 2021 Apr 05, 2021	BUY	$68.0 - $76.7 $3,264 - $3,681	48 Added 0.85%	5,666 $430,000
Q4 2020 Feb 22, 2021	BUY	$73.5 - $86.07 $1,543 - $1,807	21 Added 0.38%	5,618 $422,000
Q3 2020 Oct 27, 2020	BUY	$73.58 - $82.69 $5,150 - $5,788	70 Added 1.27%	5,597 $442,000
Q2 2020 Aug 17, 2020	BUY	$69.55 - $87.0 $4,173 - $5,220	60 Added 1.1%	5,527 $449,000
Q1 2020 Apr 01, 2020	BUY	$59.39 - $89.8 $4,869 - $7,363	82 Added 1.52%	5,467 $395,000
Q4 2019 Feb 12, 2020	BUY	$79.62 - $83.46 $4,697 - $4,924	59 Added 1.11%	5,385 $446,000
Q3 2019 Nov 05, 2019	SELL	$74.29 - $81.04 $9,509 - $10,373	-128 Reduced 2.35%	5,326 $432,000
Q2 2019 Aug 12, 2019	BUY	$73.31 - $79.22 $18,254 - $19,725	249 Added 4.78%	5,454 $408,000
Q1 2019 May 03, 2019	BUY	$67.97 - $77.04 $4,282 - $4,853	63 Added 1.23%	5,205 $399,000
Q4 2018 Mar 05, 2019	BUY	$69.89 - $76.92 $359,374 - $395,522	5,142 New	5,142 $367,000

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 $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...

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Fulcrum Equity Management Dominion Energy, Inc Transaction History