Institute For Wealth Management, Llc. Dominion Energy, Inc Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

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 4,130 shares of D stock, worth $217,361. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,130

Previous 4,179 1.17%

Holding current value

$217,361

Previous $204,000 16.67%

% of portfolio

0.03%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$48.01 - $58.53 $2,352 - $2,867	-49 Reduced 1.17%	4,130 $238,000
Q2 2024 Jul 25, 2024	SELL	$46.86 - $53.94 $21,368 - $24,596	-456 Reduced 9.84%	4,179 $204,000
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

# of Institutions

1,499

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 $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...

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Institute For Wealth Management, Llc. Dominion Energy, Inc Transaction History