Laffer Tengler Investments Dominion Energy, Inc Transaction History

Laffer Tengler Investments

$494 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$39.53 - $49.47 $3,636 - $4,551	92 New	92 $4.32 Million
Q1 2022 May 13, 2022	SELL	$77.16 - $85.43 $539,888 - $597,753	-6,997 Reduced 99.86%	10 $894,000
Q4 2021 Feb 11, 2022	BUY	$70.85 - $78.57 $63,764 - $70,713	900 Added 14.74%	7,007 $551 Million
Q3 2021 Nov 16, 2021	BUY	$73.02 - $80.05 $194,744 - $213,493	2,667 Added 77.53%	6,107 $446 Million
Q2 2021 Aug 16, 2021	SELL	$73.51 - $80.37 $53,294 - $58,268	-725 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$68.0 - $76.7 $49,300 - $55,607	725 New	725 $55.1 Million
Q2 2020 Aug 14, 2020	SELL	$69.55 - $87.0 $263,594 - $329,730	-3,790 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$59.39 - $89.8 $20,311 - $30,711	-342 Reduced 8.28%	3,790 $274 Million
Q4 2019 Feb 20, 2020	SELL	$79.62 - $83.46 $88,457 - $92,724	-1,111 Reduced 21.19%	4,132 $342 Million
Q3 2019 Nov 14, 2019	SELL	$74.29 - $81.04 $742 - $810	-10 Reduced 0.19%	5,243 $425 Million
Q2 2019 Aug 15, 2019	BUY	$73.31 - $79.22 $20,820 - $22,498	284 Added 5.72%	5,253 $406 Million
Q1 2019 May 14, 2019	BUY	$67.97 - $77.04 $5,369 - $6,086	79 Added 1.62%	4,969 $381 Million
Q4 2018 Feb 15, 2019	BUY	$69.89 - $76.92 $1,887 - $2,076	27 Added 0.56%	4,890 $349 Million
Q3 2018 Nov 14, 2018	BUY	$68.08 - $72.45 $7,761 - $8,259	114 Added 2.4%	4,863 $342 Million
Q2 2018 Aug 16, 2018	SELL	$61.75 - $68.47 $9,015 - $9,996	-146 Reduced 2.98%	4,749 $324 Million
Q1 2018 May 14, 2018	BUY	$67.3 - $80.28 $21,805 - $26,010	324 Added 7.09%	4,895 $330 Million
Q4 2017 Feb 13, 2018	BUY	$75.95 - $84.91 $347,167 - $388,123	4,571	4,571 $371 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...

More about D

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