A detailed history of Kingswood Wealth Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,342 shares of D stock, worth $502,000. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,342
Previous 6,955 48.7%
Holding current value
$502,000
Previous $327 Million 55.63%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$44.15 - $49.19 $149,536 - $166,606
3,387 Added 48.7%
10,342 $509 Million
Q4 2023

Jan 16, 2024

SELL
$39.53 - $49.47 $53,088 - $66,438
-1,343 Reduced 16.18%
6,955 $327 Million
Q3 2023

Oct 23, 2023

BUY
$44.14 - $54.45 $366,273 - $451,826
8,298 New
8,298 $371 Million

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 $40.4B
  • 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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