A detailed history of Integrated Wealth Concepts LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 37,294 shares of D stock, worth $1.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,294
Previous 39,926 6.59%
Holding current value
$1.96 Million
Previous $1.96 Million 10.17%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$48.01 - $58.53 $126,362 - $154,050
-2,632 Reduced 6.59%
37,294 $2.16 Million
Q2 2024

Aug 14, 2024

BUY
$46.86 - $53.94 $16,072 - $18,501
343 Added 0.87%
39,926 $1.96 Million
Q1 2024

May 15, 2024

BUY
$44.15 - $49.19 $94,613 - $105,414
2,143 Added 5.72%
39,583 $1.95 Million
Q4 2023

Feb 13, 2024

BUY
$39.53 - $49.47 $85,424 - $106,904
2,161 Added 6.13%
37,440 $1.76 Million
Q3 2023

Nov 15, 2023

BUY
$44.14 - $54.45 $342,349 - $422,314
7,756 Added 28.18%
35,279 $1.58 Million
Q2 2023

Aug 15, 2023

BUY
$49.02 - $58.68 $205,050 - $245,458
4,183 Added 17.92%
27,523 $1.43 Million
Q1 2023

May 03, 2023

BUY
$52.22 - $63.64 $384,234 - $468,263
7,358 Added 46.04%
23,340 $1.31 Million
Q4 2022

Feb 13, 2023

SELL
$57.96 - $71.5 $57,612 - $71,071
-994 Reduced 5.86%
15,982 $980,000
Q3 2022

Nov 14, 2022

BUY
$69.11 - $85.65 $7,671 - $9,507
111 Added 0.66%
16,976 $1.17 Million
Q2 2022

Aug 08, 2022

BUY
$73.41 - $88.38 $33,328 - $40,124
454 Added 2.77%
16,865 $1.35 Million
Q1 2022

May 12, 2022

BUY
$77.16 - $85.43 $82,252 - $91,068
1,066 Added 6.95%
16,411 $1.39 Million
Q4 2021

Feb 15, 2022

SELL
$70.85 - $78.57 $40,030 - $44,392
-565 Reduced 3.55%
15,345 $1.21 Million
Q3 2021

Nov 15, 2021

BUY
$73.02 - $80.05 $104,783 - $114,871
1,435 Added 9.91%
15,910 $1.16 Million
Q2 2021

Aug 13, 2021

BUY
$73.51 - $80.37 $14,481 - $15,832
197 Added 1.38%
14,475 $1.07 Million
Q1 2021

May 13, 2021

BUY
$68.0 - $76.7 $29,036 - $32,750
427 Added 3.08%
14,278 $1.09 Million
Q4 2020

Feb 12, 2021

SELL
$73.5 - $86.07 $91,875 - $107,587
-1,250 Reduced 8.28%
13,851 $1.04 Million
Q3 2020

Nov 13, 2020

BUY
$73.58 - $82.69 $95,874 - $107,745
1,303 Added 9.44%
15,101 $1.19 Million
Q2 2020

Jul 30, 2020

BUY
$69.55 - $87.0 $106,411 - $133,110
1,530 Added 12.47%
13,798 $1.12 Million
Q1 2020

May 18, 2020

SELL
$59.39 - $89.8 $35,515 - $53,700
-598 Reduced 4.65%
12,268 $886,000
Q4 2019

Feb 20, 2020

BUY
$79.62 - $83.46 $48,090 - $50,409
604 Added 4.93%
12,866 $1.07 Million
Q3 2019

Nov 15, 2019

SELL
$74.29 - $81.04 $178,593 - $194,820
-2,404 Reduced 16.39%
12,262 $994,000
Q2 2019

Aug 15, 2019

BUY
$73.31 - $79.22 $60,920 - $65,831
831 Added 6.01%
14,666 $1.06 Million
Q1 2019

May 15, 2019

BUY
$67.97 - $77.04 $102,974 - $116,715
1,515 Added 12.3%
13,835 $1.06 Million
Q4 2018

Feb 14, 2019

BUY
$69.89 - $76.92 $11,252 - $12,384
161 Added 1.32%
12,320 $880,000
Q3 2018

Nov 13, 2018

BUY
$68.08 - $72.45 $42,890 - $45,643
630 Added 5.46%
12,159 $852,000
Q2 2018

Jul 27, 2018

BUY
$61.75 - $68.47 $15,067 - $16,706
244 Added 2.16%
11,529 $789,000
Q1 2018

May 15, 2018

BUY
$67.3 - $80.28 $14,334 - $17,099
213 Added 1.92%
11,285 $757,000
Q4 2017

May 15, 2018

BUY
$75.95 - $84.91 $840,918 - $940,123
11,072
11,072 $864,000

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 $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...
More about D
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