Marcum Wealth, LLC Dominion Energy, Inc Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,190 shares of D stock, worth $408,895. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,190
Previous 7,463 3.66%
Holding current value
$408,895
Previous $431,000 10.21%
% of portfolio
0.03%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$52.63 - $60.92 $14,367 - $16,631
-273 Reduced 3.66%
7,190 $387,000
Q3 2024

Oct 08, 2024
SELL
$48.01 - $58.53 $25,253 - $30,786
-526 Reduced 6.58%
7,463 $431,000
Q2 2024

Jul 02, 2024
SELL
$46.86 - $53.94 $13,495 - $15,534
-288 Reduced 3.48%
7,989 $391,000
Q1 2024

Apr 10, 2024
BUY
$44.15 - $49.19 $115,319 - $128,484
2,612 Added 46.11%
8,277 $407,000
Q4 2023

Jan 10, 2024
SELL
$39.53 - $49.47 $124,914 - $156,325
-3,160 Reduced 35.81%
5,665 $266,000
Q3 2023

Oct 10, 2023
BUY
$44.14 - $54.45 $6,974 - $8,603
158 Added 1.82%
8,825 $394,000
Q2 2023

Jul 13, 2023
SELL
$49.02 - $58.68 $7,892 - $9,447
-161 Reduced 1.82%
8,667 $448,000
Q1 2023

Apr 19, 2023
BUY
$52.22 - $63.64 $61,828 - $75,349
1,184 Added 15.49%
8,828 $493,000
Q4 2022

Jan 12, 2023
SELL
$57.96 - $71.5 $251,604 - $310,381
-4,341 Reduced 36.22%
7,644 $0
Q3 2022

Oct 11, 2022
BUY
$69.11 - $85.65 $35,660 - $44,195
516 Added 4.5%
11,985 $828,000
Q2 2022

Jul 14, 2022
BUY
$73.41 - $88.38 $31,346 - $37,738
427 Added 3.87%
11,469 $915,000
Q1 2022

Apr 20, 2022
BUY
$77.16 - $85.43 $214,736 - $237,751
2,783 Added 33.7%
11,042 $938,000
Q4 2021

Feb 01, 2022
BUY
$70.85 - $78.57 $95,930 - $106,383
1,354 Added 19.61%
8,259 $649,000
Q3 2021

Nov 08, 2021
BUY
$73.02 - $80.05 $61,628 - $67,562
844 Added 13.93%
6,905 $504,000
Q2 2021

Aug 10, 2021
BUY
$73.51 - $80.37 $13,893 - $15,189
189 Added 3.22%
6,061 $446,000
Q1 2021

May 11, 2021
BUY
$68.0 - $76.7 $106,148 - $119,728
1,561 Added 36.21%
5,872 $446,000
Q4 2020

Feb 09, 2021
BUY
$73.5 - $86.07 $4,557 - $5,336
62 Added 1.46%
4,311 $324,000
Q3 2020

Nov 09, 2020
SELL
$73.58 - $82.69 $44,883 - $50,440
-610 Reduced 12.55%
4,249 $335,000
Q2 2020

Aug 14, 2020
BUY
$69.55 - $87.0 $69,897 - $87,435
1,005 Added 26.08%
4,859 $394,000
Q1 2020

May 14, 2020
SELL
$59.39 - $89.8 $57,786 - $87,375
-973 Reduced 20.16%
3,854 $278,000
Q4 2019

Feb 13, 2020
BUY
$79.62 - $83.46 $384,325 - $402,861
4,827 New
4,827 $400,000

Others Institutions Holding D

# of Institutions
1,533
Shares Held
630M
Call Options Held
5.31M
Put Options Held
2.35M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $47.3B
  • 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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