Measured Wealth Private Client Group, LLC Dominion Energy, Inc Transaction History

Measured Wealth Private Client Group, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 01, 2021	SELL	$73.02 - $80.05 $200,658 - $219,977	-2,748 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$68.0 - $76.7 $8,704 - $9,817	-128 Reduced 4.45%	2,748 $209,000
Q4 2020 Jan 20, 2021	SELL	$73.5 - $86.07 $7,350 - $8,607	-100 Reduced 3.36%	2,876 $216,000
Q3 2020 Oct 15, 2020	SELL	$73.58 - $82.69 $25,679 - $28,858	-349 Reduced 10.5%	2,976 $235,000
Q2 2020 Aug 03, 2020	BUY	$69.55 - $87.0 $31,784 - $39,759	457 Added 15.93%	3,325 $270,000
Q1 2020 Apr 22, 2020	SELL	$59.39 - $89.8 $7,601 - $11,494	-128 Reduced 4.27%	2,868 $207,000
Q4 2019 Jan 15, 2020	SELL	$79.62 - $83.46 $7,404 - $7,761	-93 Reduced 3.01%	2,996 $248,000
Q3 2019 Oct 11, 2019	SELL	$74.29 - $81.04 $2,600 - $2,836	-35 Reduced 1.12%	3,089 $250,000
Q2 2019 Jul 26, 2019	SELL	$73.31 - $79.22 $41,200 - $44,521	-562 Reduced 15.25%	3,124 $242,000
Q1 2019 May 07, 2019	BUY	$67.97 - $77.04 $54,308 - $61,554	799 Added 27.68%	3,686 $283,000
Q4 2018 Feb 07, 2019	SELL	$69.89 - $76.92 $89,598 - $98,611	-1,282 Reduced 30.75%	2,887 $206,000
Q3 2018 Nov 14, 2018	BUY	$68.08 - $72.45 $1,157 - $1,231	17 Added 0.41%	4,169 $295,000
Q2 2018 Aug 14, 2018	BUY	$61.75 - $68.47 $256,386 - $284,287	4,152 New	4,152 $283,000

1,417

625M

5.21M

2.18M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.5B
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...

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.