Kelly Financial Services LLC Dominion Energy, Inc Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$46.86 - $53.94 $140 - $161	3 Added 1.29%	236 $11,000
Q1 2024 Jul 17, 2024	BUY	$44.15 - $49.19 $132 - $147	3 Added 1.3%	233 $11,000
Q4 2023 Jul 17, 2024	BUY	$39.53 - $49.47 $118 - $148	3 Added 1.32%	230 $10.8 Million
Q3 2023 Jul 17, 2024	BUY	$44.14 - $54.45 $132 - $163	3 Added 1.34%	227 $10.1 Million
Q2 2023 Jul 17, 2024	BUY	$49.02 - $58.68 $98 - $117	2 Added 0.9%	224 $11.6 Million
Q1 2023 Jul 17, 2024	BUY	$52.22 - $63.64 $156 - $190	3 Added 1.37%	222 $12.4 Million
Q4 2022 Jul 17, 2024	BUY	$57.96 - $71.5 $115 - $143	2 Added 0.92%	219 $13.4 Million
Q3 2022 Jul 17, 2024	BUY	$69.11 - $85.65 $138 - $171	2 Added 0.93%	217 $15 Million
Q2 2022 Jul 17, 2024	BUY	$73.41 - $88.38 $146 - $176	2 Added 0.94%	215 $17.2 Million
Q1 2022 Jul 17, 2024	BUY	$77.16 - $85.43 $77 - $85	1 Added 0.47%	213 $18.1 Million
Q4 2021 Jul 17, 2024	BUY	$70.85 - $78.57 $141 - $157	2 Added 0.95%	212 $16.6 Million
Q3 2021 Jul 17, 2024	SELL	$73.02 - $80.05 $1.1 Million - $1.21 Million	-15,125 Reduced 98.63%	210 $15.3 Million
Q2 2021 Jul 17, 2024	BUY	$73.51 - $80.37 $1.11 Million - $1.22 Million	15,128 Added 7308.21%	15,335 $208,000
Q1 2021 Jul 17, 2024	BUY	$68.0 - $76.7 $136 - $153	2 Added 0.98%	207 $15.7 Million
Q4 2020 Jul 17, 2024	BUY	$73.5 - $86.07 $73 - $86	1 Added 0.49%	205 $15.4 Million
Q3 2020 Jul 17, 2024	BUY	$73.58 - $82.69 $220 - $248	3 Added 1.49%	204 $16.1 Million
Q2 2020 Jul 17, 2024	BUY	$69.55 - $87.0 $139 - $174	2 Added 1.01%	201 $16.4 Million
Q1 2020 Jul 17, 2024	BUY	$59.39 - $89.8 $118 - $179	2 Added 1.02%	199 $14.4 Million
Q4 2019 Jul 17, 2024	BUY	$79.62 - $83.46 $159 - $166	2 Added 1.03%	197 $16.3 Million
Q3 2019 Jul 17, 2024	BUY	$74.29 - $81.04 $148 - $162	2 Added 1.04%	195 $15.8 Million
Q2 2019 Jul 17, 2024	BUY	$73.31 - $79.22 $146 - $158	2 Added 1.05%	193 $14.9 Million
Q1 2019 Jul 17, 2024	BUY	$67.97 - $77.04 $12,982 - $14,714	191 New	191 $14.6 Million

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...

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