Global Wealth Management Investment Advisory, Inc. Dominion Energy, Inc Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$39.53 - $49.47 $3,636 - $4,551	92 Added 6.77%	1,450 $68,000
Q3 2023 Nov 06, 2023	SELL	$44.14 - $54.45 $44 - $54	-1 Reduced 0.07%	1,358 $60,000
Q2 2023 Aug 10, 2023	BUY	$49.02 - $58.68 $66,618 - $79,746	1,359 New	1,359 $70,000
Q3 2022 Nov 09, 2022	BUY	$69.11 - $85.65 $249,970 - $309,796	3,617 Added 14.78%	28,092 $1.94 Million
Q3 2022 Oct 19, 2022	SELL	$69.11 - $85.65 $215,277 - $266,799	-3,115 Reduced 11.29%	24,475 $1.69 Million
Q2 2022 Aug 15, 2022	BUY	$73.41 - $88.38 $122,888 - $147,948	1,674 Added 6.46%	27,590 $2.2 Million
Q1 2022 May 17, 2022	BUY	$77.16 - $85.43 $118,594 - $131,305	1,537 Added 6.3%	25,916 $2.2 Million
Q4 2021 Feb 15, 2022	BUY	$70.85 - $78.57 $73,896 - $81,948	1,043 Added 4.47%	24,379 $1.92 Million
Q3 2021 Nov 16, 2021	BUY	$73.02 - $80.05 $79,372 - $87,014	1,087 Added 4.89%	23,336 $1.7 Million
Q2 2021 Aug 11, 2021	BUY	$73.51 - $80.37 $49,839 - $54,490	678 Added 3.14%	22,249 $1.64 Million
Q1 2021 May 17, 2021	SELL	$68.0 - $76.7 $244,120 - $275,353	-3,590 Reduced 14.27%	21,571 $1.64 Million
Q4 2020 Feb 16, 2021	BUY	$73.5 - $86.07 $57,918 - $67,823	788 Added 3.23%	25,161 $1.89 Million
Q3 2020 Nov 16, 2020	BUY	$73.58 - $82.69 $115,079 - $129,327	1,564 Added 6.86%	24,373 $1.92 Million
Q2 2020 Aug 12, 2020	BUY	$69.55 - $87.0 $9,250 - $11,571	133 Added 0.59%	22,809 $1.85 Million
Q1 2020 May 14, 2020	SELL	$59.39 - $89.8 $105,239 - $159,125	-1,772 Reduced 7.25%	22,676 $1.64 Million
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $66,323 - $69,522	833 Added 3.53%	24,448 $2.03 Million
Q3 2019 Nov 14, 2019	BUY	$74.29 - $81.04 $71,244 - $77,717	959 Added 4.23%	23,615 $1.91 Million
Q2 2019 Aug 20, 2019	BUY	$73.31 - $79.22 $111,651 - $120,652	1,523 Added 7.21%	22,656 $1.75 Million
Q1 2019 May 10, 2019	SELL	$67.97 - $77.04 $140,290 - $159,010	-2,064 Reduced 8.9%	21,133 $1.62 Million
Q4 2018 Feb 14, 2019	BUY	$69.89 - $76.92 $1.62 Million - $1.78 Million	23,197 New	23,197 $1.66 Million

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

$4.76 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.28 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.37 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.58 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.53 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 $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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