A detailed history of Kestra Private Wealth Services, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 45,684 shares of D stock, worth $2.45 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
45,684
Previous 32,532 40.43%
Holding current value
$2.45 Million
Previous $1.59 Million 65.62%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 13, 2024

BUY
$48.01 - $58.53 $631,427 - $769,786
13,152 Added 40.43%
45,684 $2.64 Million
Q2 2024

Aug 12, 2024

BUY
$46.86 - $53.94 $367,897 - $423,482
7,851 Added 31.81%
32,532 $1.59 Million
Q1 2024

May 02, 2024

BUY
$44.15 - $49.19 $59,116 - $65,865
1,339 Added 5.74%
24,681 $1.21 Million
Q4 2023

Feb 05, 2024

SELL
$39.53 - $49.47 $70,244 - $87,908
-1,777 Reduced 7.07%
23,342 $1.1 Million
Q3 2023

Nov 07, 2023

SELL
$44.14 - $54.45 $5,782 - $7,132
-131 Reduced 0.52%
25,119 $1.12 Million
Q2 2023

Aug 08, 2023

BUY
$49.02 - $58.68 $60,931 - $72,939
1,243 Added 5.18%
25,250 $1.31 Million
Q1 2023

May 12, 2023

BUY
$52.22 - $63.64 $53,264 - $64,912
1,020 Added 4.44%
24,007 $1.34 Million
Q4 2022

Jan 31, 2023

BUY
$57.96 - $71.5 $86,766 - $107,035
1,497 Added 6.97%
22,987 $1.41 Million
Q3 2022

Nov 14, 2022

BUY
$69.11 - $85.65 $167,246 - $207,273
2,420 Added 12.69%
21,490 $1.49 Million
Q2 2022

Aug 12, 2022

BUY
$73.41 - $88.38 $192,774 - $232,085
2,626 Added 15.97%
19,070 $1.52 Million
Q1 2022

May 26, 2022

SELL
$77.16 - $85.43 $78,008 - $86,369
-1,011 Reduced 5.79%
16,444 $1.4 Million
Q4 2021

Jan 21, 2022

SELL
$70.85 - $78.57 $106,841 - $118,483
-1,508 Reduced 7.95%
17,455 $1.37 Million
Q3 2021

Oct 21, 2021

BUY
$73.02 - $80.05 $444,472 - $487,264
6,087 Added 47.27%
18,963 $1.38 Million
Q2 2021

Jul 30, 2021

SELL
$73.51 - $80.37 $22,861 - $24,995
-311 Reduced 2.36%
12,876 $947,000
Q1 2021

May 11, 2021

BUY
$68.0 - $76.7 $68,612 - $77,390
1,009 Added 8.29%
13,187 $1 Million
Q4 2020

Jan 21, 2021

BUY
$73.5 - $86.07 $150,895 - $176,701
2,053 Added 20.28%
12,178 $902 Million
Q3 2020

Nov 09, 2020

BUY
$73.58 - $82.69 $744,997 - $837,236
10,125 New
10,125 $799,000

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 $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

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.