Kc Investment Advisors, LLC Dominion Energy, Inc Transaction History

Kc Investment Advisors, LLC

$191 Million
Q1 2024

A detailed history of Kc Investment Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 4,503 shares of D stock, worth $221,142. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,503

Previous 5,243 14.11%

Holding current value

$221,142

Previous $246,000 10.16%

% of portfolio

0.12%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$44.15 - $49.19 $32,671 - $36,400	-740 Reduced 14.11%	4,503 $221,000
Q4 2023 Jan 25, 2024	SELL	$39.53 - $49.47 $281,216 - $351,929	-7,114 Reduced 57.57%	5,243 $246,000
Q3 2023 Nov 06, 2023	BUY	$44.14 - $54.45 $26,439 - $32,615	599 Added 5.09%	12,357 $551,000
Q2 2023 Aug 07, 2023	BUY	$49.02 - $58.68 $45,980 - $55,041	938 Added 8.67%	11,758 $608,000
Q1 2023 May 15, 2023	BUY	$52.22 - $63.64 $42,454 - $51,739	813 Added 8.12%	10,820 $605,000

Q4 2022 Feb 09, 2023	BUY	$57.96 - $71.5 $49,381 - $60,918	852 Added 9.31%	10,007 $614,000
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $38,770 - $48,049	561 Added 6.53%	9,155 $633,000
Q2 2022 Aug 15, 2022	BUY	$73.41 - $88.38 $267,579 - $322,145	3,645 Added 73.65%	8,594 $686,000
Q4 2021 Feb 15, 2022	SELL	$70.85 - $78.57 $8,147 - $9,035	-115 Reduced 2.27%	4,949 $389,000
Q3 2021 Nov 15, 2021	BUY	$73.02 - $80.05 $3,651 - $4,002	50 Added 1.0%	5,064 $370,000
Q2 2021 Aug 12, 2021	BUY	$73.51 - $80.37 $1,617 - $1,768	22 Added 0.44%	5,014 $369,000
Q1 2021 May 14, 2021	BUY	$68.0 - $76.7 $9,996 - $11,274	147 Added 3.03%	4,992 $379,000
Q4 2020 Feb 12, 2021	BUY	$73.5 - $86.07 $5,512 - $6,455	75 Added 1.57%	4,845 $364,000
Q2 2020 Aug 18, 2020	SELL	$69.55 - $87.0 $37,348 - $46,719	-537 Reduced 10.12%	4,770 $387,000
Q1 2020 May 14, 2020	BUY	$59.39 - $89.8 $45,255 - $68,427	762 Added 16.77%	5,307 $383,000
Q4 2019 Feb 14, 2020	SELL	$79.62 - $83.46 $2,388 - $2,503	-30 Reduced 0.66%	4,545 $376,000
Q3 2019 Nov 14, 2019	BUY	$74.29 - $81.04 $2,971 - $3,241	40 Added 0.88%	4,575 $371,000
Q2 2019 Aug 14, 2019	SELL	$73.31 - $79.22 $20,160 - $21,785	-275 Reduced 5.72%	4,535 $351,000
Q1 2019 May 13, 2019	BUY	$67.97 - $77.04 $10,875 - $12,326	160 Added 3.44%	4,810 $369,000
Q4 2018 Feb 14, 2019	SELL	$69.89 - $76.92 $50,320 - $55,382	-720 Reduced 13.41%	4,650 $332,000
Q3 2018 Nov 15, 2018	SELL	$68.08 - $72.45 $7,488 - $7,969	-110 Reduced 2.01%	5,370 $377,000
Q2 2018 Aug 10, 2018	BUY	$61.75 - $68.47 $27,787 - $30,811	450 Added 8.95%	5,480 $374,000
Q1 2018 May 15, 2018	BUY	$67.3 - $80.28 $338,519 - $403,808	5,030 New	5,030 $339,000

Others Institutions Holding D

# of Institutions

1,352

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.13M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $40.9B
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 Kc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kc Investment Advisors, LLC with notifications on news.

Account

Kc Investment Advisors, LLC Dominion Energy, Inc Transaction History