Ifp Advisors, Inc Dominion Energy, Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Dominion Energy, Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,418 shares of D stock, worth $312,672. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,418

Previous 6,599 17.9%

Holding current value

$312,672

Previous $324,000 18.21%

% of portfolio

0.01%

Previous 0.01%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$46.86 - $53.94 $55,341 - $63,703	-1,181 Reduced 17.9%	5,418 $265,000
Q1 2024 Jul 30, 2024	SELL	$44.15 - $49.19 $27,902 - $31,088	-632 Reduced 8.74%	6,599 $324,000
Q4 2023 Jan 09, 2024	SELL	$39.53 - $49.47 $11,384 - $14,247	-288 Reduced 3.83%	7,231 $339,000
Q3 2023 Oct 12, 2023	SELL	$44.14 - $54.45 $348,264 - $429,610	-7,890 Reduced 51.2%	7,519 $335,000
Q2 2023 Aug 04, 2023	SELL	$49.02 - $58.68 $139,216 - $166,651	-2,840 Reduced 15.56%	15,409 $798,000
Q1 2023 Apr 18, 2023	SELL	$52.22 - $63.64 $2.16 Million - $2.64 Million	-41,425 Reduced 69.42%	18,249 $1.02 Million
Q4 2022 Feb 07, 2023	BUY	$57.96 - $71.5 $207,554 - $256,041	3,581 Added 6.38%	59,674 $4.64 Million
Q3 2022 Nov 08, 2022	BUY	$69.11 - $85.65 $486,050 - $602,376	7,033 Added 14.34%	56,093 $4.37 Million
Q2 2022 Sep 06, 2022	BUY	$73.41 - $88.38 $3.59 Million - $4.32 Million	48,917 Added 34207.69%	49,060 $3.83 Million
Q2 2022 Aug 12, 2022	SELL	$73.41 - $88.38 $3.59 Million - $4.32 Million	-48,917 Reduced 99.71%	143 $11,000
Q1 2022 Sep 06, 2022	BUY	$77.16 - $85.43 $2.41 Million - $2.67 Million	31,285 Added 176.01%	49,060 $4.17 Million
Q1 2022 Aug 08, 2022	BUY	$77.16 - $85.43 $5,709 - $6,321	74 Added 0.42%	17,775 $1.51 Million
Q4 2021 Jan 12, 2022	BUY	$70.85 - $78.57 $63,056 - $69,927	890 Added 5.29%	17,701 $1.4 Million
Q3 2021 Oct 06, 2021	BUY	$73.02 - $80.05 $245,566 - $269,208	3,363 Added 25.01%	16,811 $1.23 Million
Q2 2021 Jul 13, 2021	BUY	$73.51 - $80.37 $54,617 - $59,714	743 Added 5.85%	13,448 $987,000
Q1 2021 Apr 30, 2021	SELL	$68.0 - $76.7 $115,464 - $130,236	-1,698 Reduced 11.79%	12,705 $957,000
Q4 2020 Jan 25, 2021	BUY	$73.5 - $86.07 $35,133 - $41,141	478 Added 3.43%	14,403 $1.08 Million
Q3 2020 Oct 29, 2020	SELL	$73.58 - $82.69 $165,334 - $185,804	-2,247 Reduced 13.89%	13,925 $1.1 Million
Q2 2020 Aug 05, 2020	BUY	$69.55 - $87.0 $283,694 - $354,873	4,079 Added 33.73%	16,172 $1.3 Million
Q1 2020 May 12, 2020	SELL	$59.39 - $89.8 $45,492 - $68,786	-766 Reduced 5.96%	12,093 $871,000
Q4 2019 Jan 17, 2020	SELL	$79.62 - $83.46 $71,339 - $74,780	-896 Reduced 6.51%	12,859 $1.06 Million
Q3 2019 Nov 07, 2019	BUY	$74.29 - $81.04 $656,723 - $716,393	8,840 Added 179.86%	13,755 $1.11 Million
Q1 2019 May 15, 2019	SELL	$67.97 - $77.04 $878,240 - $995,433	-12,921 Reduced 72.44%	4,915 $381,000
Q4 2018 Jan 23, 2019	SELL	$69.89 - $76.92 $169,133 - $186,146	-2,420 Reduced 11.95%	17,836 $1.27 Million
Q3 2018 Oct 25, 2018	BUY	$68.08 - $72.45 $81,151 - $86,360	1,192 Added 6.25%	20,256 $0
Q2 2018 Aug 07, 2018	SELL	$61.75 - $68.47 $136,344 - $151,181	-2,208 Reduced 10.38%	19,064 $0
Q1 2018 Jun 03, 2019	BUY	$67.3 - $80.28 $142,137 - $169,551	2,112 Added 11.02%	21,272 $1.72 Million
Q1 2018 May 09, 2018	SELL	$67.3 - $80.28 $142,137 - $169,551	-2,112 Reduced 9.93%	19,160 $0
Q4 2017 Jan 24, 2018	SELL	$75.95 - $84.91 $1.54 Million - $1.73 Million	-20,337 Reduced 48.88%	21,272 $0
Q3 2017 Oct 30, 2017	BUY	$76.78 - $80.24 $31,786 - $33,219	414 Added 1.0%	41,609 $3.2 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-1,025 Reduced 2.43%	41,195 $3.16 Million
Q1 2017 Jun 03, 2019	BUY	N/A	577 Added 1.39%	42,220 $3.28 Million
Q4 2016 Jun 03, 2019	BUY	N/A	948 Added 2.33%	41,643 $3.19 Million
Q2 2016 Jun 03, 2019	BUY	N/A	35,780 Added 727.98%	40,695 $3.17 Million
Q1 2016 Jun 03, 2019	BUY	N/A	4,915	4,915 $381,000

Others Institutions Holding D

# of Institutions

1,498

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 $48B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account