A detailed history of Jeppson Wealth Management, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 12,467 shares of D stock, worth $656,138. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,467
Previous 12,477 0.08%
Holding current value
$656,138
Previous $611,000 17.84%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Nov 04, 2024

SELL
$48.01 - $58.53 $480 - $585
-10 Reduced 0.08%
12,467 $720,000
Q2 2024

Aug 05, 2024

BUY
$46.86 - $53.94 $48,172 - $55,450
1,028 Added 8.98%
12,477 $611,000
Q1 2024

Apr 17, 2024

BUY
$44.15 - $49.19 $252,405 - $281,219
5,717 Added 99.74%
11,449 $563,000
Q4 2023

Jan 11, 2024

BUY
$39.53 - $49.47 $226,585 - $283,562
5,732 New
5,732 $269,000
Q2 2023

Jul 31, 2023

BUY
$49.02 - $58.68 $300,786 - $360,060
6,136 New
6,136 $317,000
Q4 2022

Jan 27, 2023

SELL
$57.96 - $71.5 $647,587 - $798,869
-11,173 Reduced 56.92%
8,457 $0
Q3 2022

Oct 20, 2022

BUY
$69.11 - $85.65 $28,335 - $35,116
410 Added 2.13%
19,630 $1.36 Million
Q2 2022

Aug 03, 2022

BUY
$73.41 - $88.38 $25,766 - $31,021
351 Added 1.86%
19,220 $1.53 Million
Q1 2022

Apr 27, 2022

SELL
$77.16 - $85.43 $11,342 - $12,558
-147 Reduced 0.77%
18,869 $1.6 Million
Q4 2021

Jan 19, 2022

BUY
$70.85 - $78.57 $39,250 - $43,527
554 Added 3.0%
19,016 $1.49 Million
Q3 2021

Nov 17, 2021

BUY
$73.02 - $80.05 $121,359 - $133,043
1,662 Added 9.89%
18,462 $1.35 Million
Q2 2021

Jul 20, 2021

BUY
$73.51 - $80.37 $5,733 - $6,268
78 Added 0.47%
16,800 $1.24 Million
Q1 2021

May 19, 2021

BUY
$68.0 - $76.7 $761,192 - $858,579
11,194 Added 202.5%
16,722 $1.27 Million
Q4 2020

Mar 05, 2021

SELL
$73.5 - $86.07 $84,892 - $99,410
-1,155 Reduced 17.28%
5,528 $416,000
Q3 2020

Nov 19, 2020

BUY
$73.58 - $82.69 $491,735 - $552,617
6,683 New
6,683 $527,000

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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