Marks Group Wealth Management, Inc Dominion Energy, Inc Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$44.14 - $54.45 $62,458 - $77,046	-1,415 Reduced 5.87%	22,691 $1.01 Million
Q2 2023 Jul 19, 2023	SELL	$49.02 - $58.68 $154,167 - $184,548	-3,145 Reduced 11.54%	24,106 $1.25 Million
Q1 2023 May 03, 2023	BUY	$52.22 - $63.64 $283,189 - $345,119	5,423 Added 24.84%	27,251 $1.52 Million
Q4 2022 Feb 06, 2023	BUY	$57.96 - $71.5 $164,084 - $202,416	2,831 Added 14.9%	21,828 $1.34 Million
Q3 2022 Nov 10, 2022	BUY	$69.11 - $85.65 $156,257 - $193,654	2,261 Added 13.51%	18,997 $1.31 Million
Q2 2022 Aug 09, 2022	BUY	$73.41 - $88.38 $211,200 - $254,269	2,877 Added 20.76%	16,736 $1.34 Million
Q1 2022 May 10, 2022	BUY	$77.16 - $85.43 $266,896 - $295,502	3,459 Added 33.26%	13,859 $1.18 Million
Q4 2021 Feb 14, 2022	BUY	$70.85 - $78.57 $192,924 - $213,946	2,723 Added 35.47%	10,400 $589,000
Q3 2021 Nov 15, 2021	SELL	$73.02 - $80.05 $13,289 - $14,569	-182 Reduced 2.32%	7,677 $565,000
Q2 2021 Aug 10, 2021	BUY	$73.51 - $80.37 $16,907 - $18,485	230 Added 3.01%	7,859 $580,000
Q1 2021 May 17, 2021	BUY	$68.0 - $76.7 $25,840 - $29,146	380 Added 5.24%	7,629 $581,000
Q4 2020 Feb 08, 2021	SELL	$73.5 - $86.07 $60,711 - $71,093	-826 Reduced 10.23%	7,249 $545,000
Q3 2020 Nov 10, 2020	BUY	$73.58 - $82.69 $17,070 - $19,184	232 Added 2.96%	8,075 $637,000
Q2 2020 Aug 10, 2020	SELL	$69.55 - $87.0 $47,780 - $59,769	-687 Reduced 8.05%	7,843 $636,000
Q1 2020 Apr 23, 2020	BUY	$59.39 - $89.8 $13,184 - $19,935	222 Added 2.67%	8,530 $616,000
Q4 2019 Feb 12, 2020	BUY	$79.62 - $83.46 $661,482 - $693,385	8,308 New	8,308 $688,000

Others Institutions Holding D

# of Institutions

1,498

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$5.13 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.54 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.56 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.7 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.65 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 $48B
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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