Gerber Kawasaki Wealth & Investment Management Dominion Energy, Inc Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$73.41 - $88.38 $182,570 - $219,801	-2,487 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$77.16 - $85.43 $13,811 - $15,291	-179 Reduced 6.71%	2,487 $211,000
Q4 2021 Feb 11, 2022	BUY	$70.85 - $78.57 $637 - $707	9 Added 0.34%	2,666 $209,000
Q3 2021 Nov 15, 2021	BUY	$73.02 - $80.05 $194,014 - $212,692	2,657 New	2,657 $194,000
Q2 2021 Aug 11, 2021	SELL	$73.51 - $80.37 $195,316 - $213,543	-2,657 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$68.0 - $76.7 $340 - $383	-5 Reduced 0.19%	2,657 $201,000
Q4 2020 Feb 09, 2021	BUY	$73.5 - $86.07 $367 - $430	5 Added 0.19%	2,662 $200,000
Q2 2020 Aug 10, 2020	BUY	$69.55 - $87.0 $184,794 - $231,159	2,657 New	2,657 $215,000
Q1 2018 May 08, 2018	SELL	$67.3 - $80.28 $178,546 - $212,982	-2,653 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	$75.95 - $84.91 $201,495 - $225,266	2,653 New	2,653 $215,000
Q3 2017 Nov 13, 2017	SELL	$76.78 - $80.24 $274,488 - $286,858	-3,575 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	3,575	3,575 $270,000

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$4.68 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.22 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.33 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.55 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.51 Billion
0.14% 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 $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...

More about D

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