Heritage Wealth Advisors Dominion Energy, Inc Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 17,032 shares of D stock, worth $826,733. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,032

Previous 17,049 0.1%

Holding current value

$826,733

Previous $801,000 4.49%

% of portfolio

0.03%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$44.15 - $49.19 $750 - $836	-17 Reduced 0.1%	17,032 $837,000
Q4 2023 Feb 09, 2024	BUY	$39.53 - $49.47 $26,761 - $33,491	677 Added 4.14%	17,049 $801,000
Q3 2023 Nov 08, 2023	SELL	$44.14 - $54.45 $236,590 - $291,852	-5,360 Reduced 24.66%	16,372 $731,000
Q2 2023 Aug 09, 2023	BUY	$49.02 - $58.68 $49 - $58	1 Added 0.0%	21,732 $1.13 Million
Q1 2023 May 04, 2023	SELL	$52.22 - $63.64 $12.4 Million - $15.2 Million	-238,284 Reduced 91.64%	21,731 $1.21 Million

Q4 2022 Feb 06, 2023	BUY	$57.96 - $71.5 $217,755 - $268,625	3,757 Added 1.47%	260,015 $16 Million
Q3 2022 Nov 10, 2022	BUY	$69.11 - $85.65 $594,484 - $736,761	8,602 Added 3.47%	256,258 $17.7 Million
Q2 2022 Aug 04, 2022	BUY	$73.41 - $88.38 $2.26 Million - $2.72 Million	30,737 Added 14.17%	247,656 $19.8 Million
Q1 2022 May 11, 2022	SELL	$77.16 - $85.43 $5.19 Million - $5.75 Million	-67,307 Reduced 23.68%	216,919 $18.4 Million
Q4 2021 Feb 02, 2022	BUY	$70.85 - $78.57 $1.77 Million - $1.96 Million	24,964 Added 9.63%	284,226 $22.3 Million
Q3 2021 Nov 02, 2021	BUY	$73.02 - $80.05 $913,772 - $1 Million	12,514 Added 5.07%	259,262 $18.9 Million
Q2 2021 Aug 09, 2021	BUY	$73.51 - $80.37 $6.14 Million - $6.71 Million	83,460 Added 51.11%	246,748 $18.2 Million
Q2 2021 Jul 27, 2021	SELL	$73.51 - $80.37 $4.81 Million - $5.26 Million	-65,424 Reduced 28.61%	163,288 $12.3 Million
Q1 2021 Apr 27, 2021	BUY	$68.0 - $76.7 $4.45 Million - $5.02 Million	65,424 Added 40.07%	228,712 $17.4 Million
Q4 2020 Feb 01, 2021	BUY	$73.5 - $86.07 $193,305 - $226,364	2,630 Added 1.64%	163,288 $12.3 Million
Q3 2020 Nov 03, 2020	BUY	$73.58 - $82.69 $3.37 Million - $3.79 Million	45,775 Added 39.84%	160,658 $12.7 Million
Q2 2020 Jul 17, 2020	BUY	$69.55 - $87.0 $7.97 Million - $9.97 Million	114,565 Added 36026.73%	114,883 $9.33 Million
Q2 2020 Jul 17, 2020	SELL	$69.55 - $87.0 $5.71 Million - $7.14 Million	-82,084 Reduced 99.61%	318 $9.33 Million
Q1 2020 May 05, 2020	BUY	$59.39 - $89.8 $3.67 Million - $5.55 Million	61,819 Added 300.34%	82,402 $5.95 Million
Q4 2019 Feb 04, 2020	BUY	$79.62 - $83.46 $61,466 - $64,431	772 Added 3.9%	20,583 $1.7 Million
Q3 2019 Oct 30, 2019	BUY	$74.29 - $81.04 $29,641 - $32,334	399 Added 2.06%	19,811 $1.61 Million
Q2 2019 Aug 05, 2019	BUY	$73.31 - $79.22 $31,816 - $34,381	434 Added 2.29%	19,412 $0
Q1 2019 May 06, 2019	BUY	$67.97 - $77.04 $169,585 - $192,214	2,495 Added 15.14%	18,978 $0
Q4 2018 Jan 28, 2019	BUY	$69.89 - $76.92 $1,747 - $1,923	25 Added 0.15%	16,483 $1.18 Million
Q3 2018 Nov 14, 2018	BUY	$68.08 - $72.45 $1,770 - $1,883	26 Added 0.16%	16,458 $1.16 Million
Q2 2018 Jul 19, 2018	BUY	$61.75 - $68.47 $1,667 - $1,848	27 Added 0.16%	16,432 $1.12 Million
Q1 2018 May 10, 2018	BUY	$67.3 - $80.28 $2,557 - $3,050	38 Added 0.23%	16,405 $1.11 Million
Q4 2017 Feb 02, 2018	BUY	$75.95 - $84.91 $6,607 - $7,387	87 Added 0.53%	16,367 $1.33 Million
Q3 2017 Nov 07, 2017	BUY	$76.78 - $80.24 $1.25 Million - $1.31 Million	16,280	16,280 $1.25 Million

Others Institutions Holding D

# of Institutions

1,350

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.13M

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About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $40.4B
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...

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Heritage Wealth Advisors Dominion Energy, Inc Transaction History