A detailed history of Geo Wealth Management, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,125 shares of D stock, worth $181,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,125
Previous 3,337 6.35%
Holding current value
$181,687
Previous $163,000 10.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$48.01 - $58.53 $10,178 - $12,408
-212 Reduced 6.35%
3,125 $180,000
Q2 2024

Aug 12, 2024

BUY
$46.86 - $53.94 $156,371 - $179,997
3,337 New
3,337 $163,000
Q4 2023

Feb 13, 2024

BUY
$39.53 - $49.47 $150,530 - $188,381
3,808 New
3,808 $178,000

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $48.4B
  • 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...
More about D
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.