Investment Research & Advisory Group, Inc. Dominion Energy, Inc Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$57.96 - $71.5 $17,388 - $21,450	-300 Reduced 25.75%	865 $53,000
Q3 2022 Oct 18, 2022	SELL	$69.11 - $85.65 $19,834 - $24,581	-287 Reduced 19.77%	1,165 $81,000
Q2 2022 Jul 19, 2022	BUY	$73.41 - $88.38 $21,068 - $25,365	287 Added 24.64%	1,452 $116,000
Q4 2020 Feb 16, 2021	SELL	$73.5 - $86.07 $9,996 - $11,705	-136 Reduced 10.45%	1,165 $88,000
Q1 2020 Apr 30, 2020	BUY	$59.39 - $89.8 $17,817 - $26,940	300 Added 29.97%	1,301 $94,000
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $79,699 - $83,543	1,001 New	1,001 $83,000

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$4.76 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.28 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.37 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.58 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.53 Billion
0.14% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $44.6B
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 Investment Research & Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Research & Advisory Group, Inc. with notifications on news.

Account