A detailed history of Institute For Wealth Management, Llc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,635 shares of D stock, worth $224,982. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,635
Holding current value
$224,982
% of portfolio
0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$44.15 - $49.19 $204,635 - $227,995
4,635 New
4,635 $227,000
Q4 2022

Feb 02, 2023

SELL
$57.96 - $71.5 $6,723 - $8,294
-116 Reduced 3.21%
3,502 $214,000
Q3 2022

Oct 18, 2022

SELL
$69.11 - $85.65 $1,382 - $1,713
-20 Reduced 0.55%
3,618 $250,000
Q2 2022

Jul 25, 2022

BUY
$73.41 - $88.38 $1,541 - $1,855
21 Added 0.58%
3,638 $290,000
Q4 2021

Jan 21, 2022

SELL
$70.85 - $78.57 $1,912 - $2,121
-27 Reduced 0.74%
3,617 $284,000
Q3 2021

Nov 15, 2021

SELL
$73.02 - $80.05 $4,746 - $5,203
-65 Reduced 1.75%
3,644 $266,000
Q1 2021

May 04, 2021

SELL
$68.0 - $76.7 $3,060 - $3,451
-45 Reduced 1.2%
3,709 $282,000
Q4 2020

Feb 01, 2021

SELL
$73.5 - $86.07 $47,187 - $55,256
-642 Reduced 14.6%
3,754 $282,000
Q3 2020

Nov 03, 2020

SELL
$73.58 - $82.69 $81,894 - $92,033
-1,113 Reduced 20.2%
4,396 $347,000
Q2 2020

Jul 30, 2020

SELL
$69.55 - $87.0 $16,135 - $20,184
-232 Reduced 4.04%
5,509 $447,000
Q1 2020

Apr 29, 2020

BUY
$59.39 - $89.8 $2,613 - $3,951
44 Added 0.77%
5,741 $414,000
Q4 2019

Feb 27, 2020

BUY
$79.62 - $83.46 $416,014 - $436,078
5,225 Added 1106.99%
5,697 $472,000
Q4 2019

Jan 27, 2020

SELL
$79.62 - $83.46 $409,565 - $429,318
-5,144 Reduced 91.6%
472 $472,000
Q3 2019

Oct 28, 2019

SELL
$74.29 - $81.04 $211,429 - $230,639
-2,846 Reduced 33.63%
5,616 $455,000
Q2 2019

Aug 02, 2019

BUY
$73.31 - $79.22 $19,940 - $21,547
272 Added 3.32%
8,462 $654,000
Q1 2019

May 15, 2019

BUY
$67.97 - $77.04 $25,012 - $28,350
368 Added 4.7%
8,190 $628,000
Q4 2018

Feb 08, 2019

BUY
$69.89 - $76.92 $546,679 - $601,668
7,822 New
7,822 $559,000
Q1 2018

May 15, 2018

SELL
$67.3 - $80.28 $312,743 - $373,061
-4,647 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$75.95 - $84.91 $352,939 - $394,576
4,647 New
4,647 $377,000
Q3 2017

Nov 14, 2017

SELL
$76.78 - $80.24 $492,236 - $514,418
-6,411 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
6,411
6,411 $490,000

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 $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...
More about D
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