A detailed history of Institutional & Family Asset Management, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 1,900 shares of D stock, worth $93,499. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,900
Previous 2,000 5.0%
Holding current value
$93,499
Previous $98,000 5.1%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$46.86 - $53.94 $4,686 - $5,394
-100 Reduced 5.0%
1,900 $93,000
Q1 2024

May 08, 2024

BUY
$44.15 - $49.19 $4,415 - $4,919
100 Added 5.26%
2,000 $98,000
Q3 2022

Nov 07, 2022

BUY
$69.11 - $85.65 $131,309 - $162,735
1,900 New
1,900 $131,000
Q3 2020

Oct 30, 2020

SELL
$73.58 - $82.69 $8,020 - $9,013
-109 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$69.55 - $87.0 $695 - $870
-10 Reduced 8.4%
109 $9,000
Q1 2020

May 14, 2020

BUY
$59.39 - $89.8 $4,157 - $6,286
70 Added 142.86%
119 $9,000
Q3 2019

Nov 14, 2019

BUY
$74.29 - $81.04 $3,640 - $3,970
49 New
49 $4,000
Q4 2018

Feb 14, 2019

SELL
$69.89 - $76.92 $497,477 - $547,516
-7,118 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$61.75 - $68.47 $439,536 - $487,369
7,118 New
7,118 $485,000
Q1 2018

May 14, 2018

SELL
$67.3 - $80.28 $479,041 - $571,433
-7,118 Closed
0 $0
Q3 2017

Nov 14, 2017

SELL
$76.78 - $80.24 $7,678 - $8,023
-100 Reduced 1.39%
7,118 $548,000
Q2 2017

Aug 14, 2017

BUY
N/A
7,218
7,218 $553,000

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 $41B
  • 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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