Marotta Asset Management Dominion Energy, Inc Transaction History

Marotta Asset Management

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 05, 2023	SELL	$49.02 - $58.68 $18,382 - $22,005	-375 Reduced 7.86%	4,398 $227,000
Q4 2022 Jan 03, 2023	BUY	$57.96 - $71.5 $19,648 - $24,238	339 Added 7.65%	4,773 $0
Q3 2022 Oct 11, 2022	SELL	$69.11 - $85.65 $18,106 - $22,440	-262 Reduced 5.58%	4,434 $306,000
Q1 2022 Apr 08, 2022	SELL	$77.16 - $85.43 $36,959 - $40,920	-479 Reduced 9.26%	4,696 $399,000
Q1 2021 Apr 09, 2021	BUY	$68.0 - $76.7 $91,052 - $102,701	1,339 Added 34.91%	5,175 $393,000

Q4 2020 Jan 07, 2021	SELL	$73.5 - $86.07 $8,820 - $10,328	-120 Reduced 3.03%	3,836 $288,000
Q3 2020 Oct 06, 2020	SELL	$73.58 - $82.69 $73 - $82	-1 Reduced 0.03%	3,956 $312,000
Q2 2020 Jul 06, 2020	BUY	$69.55 - $87.0 $69 - $87	1 Added 0.03%	3,957 $321,000
Q1 2020 Apr 02, 2020	SELL	$59.39 - $89.8 $100,250 - $151,582	-1,688 Reduced 29.91%	3,956 $285,000
Q4 2019 Feb 04, 2020	BUY	$79.62 - $83.46 $449,375 - $471,048	5,644 New	5,644 $467,000

1,351

614M

7.63M

3.13M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $41B
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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