Jackson, Grant Investment Advisers, Inc. Dominion Energy, Inc Transaction History

Jackson, Grant Investment Advisers, Inc.

$265 Million
Q3 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 109 shares of D stock, worth $5,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

109

Previous 109 -0.0%

Holding current value

$5,841

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$39.53 - $49.47 $12,847 - $16,077	-325 Reduced 74.88%	109 $5,000
Q3 2023 Oct 13, 2023	SELL	$44.14 - $54.45 $3,310 - $4,083	-75 Reduced 14.73%	434 $19,000
Q2 2023 Aug 01, 2023	BUY	$49.02 - $58.68 $245 - $293	5 Added 0.99%	509 $26,000
Q1 2023 May 02, 2023	BUY	$52.22 - $63.64 $208 - $254	4 Added 0.8%	504 $28,000
Q4 2022 Jan 26, 2023	BUY	$57.96 - $71.5 $289 - $357	5 Added 1.01%	500 $0
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $207 - $256	3 Added 0.61%	495 $34,000
Q2 2022 Aug 04, 2022	BUY	$73.41 - $88.38 $3,597 - $4,330	49 Added 11.06%	492 $39,000
Q1 2022 Apr 28, 2022	SELL	$77.16 - $85.43 $45,061 - $49,891	-584 Reduced 56.86%	443 $38,000
Q4 2021 Jan 24, 2022	BUY	$70.85 - $78.57 $566 - $628	8 Added 0.79%	1,027 $81,000
Q3 2021 Oct 13, 2021	BUY	$73.02 - $80.05 $584 - $640	8 Added 0.79%	1,019 $74,000
Q2 2021 Jul 15, 2021	BUY	$73.51 - $80.37 $588 - $642	8 Added 0.8%	1,011 $74,000
Q1 2021 Apr 22, 2021	BUY	$68.0 - $76.7 $544 - $613	8 Added 0.8%	1,003 $76,000
Q4 2020 Mar 03, 2021	BUY	$73.5 - $86.07 $514 - $602	7 Added 0.71%	995 $75,000
Q3 2020 Nov 12, 2020	BUY	$73.58 - $82.69 $809 - $909	11 Added 1.13%	988 $78,000
Q2 2020 Aug 14, 2020	BUY	$69.55 - $87.0 $695 - $870	10 Added 1.03%	977 $79,000
Q1 2020 May 12, 2020	BUY	$59.39 - $89.8 $653 - $987	11 Added 1.15%	967 $70,000
Q4 2019 Feb 05, 2020	BUY	$79.62 - $83.46 $796 - $834	10 Added 1.06%	956 $79,000
Q3 2019 Nov 20, 2019	BUY	$74.29 - $81.04 $742 - $810	10 Added 1.07%	946 $77,000
Q2 2019 Aug 13, 2019	BUY	$73.31 - $79.22 $733 - $792	10 Added 1.08%	936 $72,000
Q1 2019 May 07, 2019	SELL	$67.97 - $77.04 $87,341 - $98,996	-1,285 Reduced 58.12%	926 $71,000
Q4 2018 Jan 23, 2019	BUY	$69.89 - $76.92 $5,032 - $5,538	72 Added 3.37%	2,211 $158,000
Q3 2018 Nov 15, 2018	BUY	$68.08 - $72.45 $680 - $724	10 Added 0.47%	2,139 $150,000
Q2 2018 Aug 02, 2018	SELL	$61.75 - $68.47 $6,669 - $7,394	-108 Reduced 4.83%	2,129 $145,000
Q1 2018 May 14, 2018	BUY	$67.3 - $80.28 $740 - $883	11 Added 0.49%	2,237 $151,000
Q4 2017 Feb 01, 2018	BUY	$75.95 - $84.91 $607 - $679	8 Added 0.36%	2,226 $180,000
Q3 2017 Nov 14, 2017	BUY	$76.78 - $80.24 $1,612 - $1,685	21 Added 0.96%	2,218 $171,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,197	2,197 $168,000

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 $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...

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Jackson, Grant Investment Advisers, Inc. Dominion Energy, Inc Transaction History