Moneta Group Investment Advisors LLC Dominion Energy, Inc Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 7,869 shares of D stock, worth $428,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,869
Previous 7,221 8.97%
Holding current value
$428,073
Previous $353,000 28.61%
% of portfolio
0.0%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$48.01 - $58.53 $31,110 - $37,927
648 Added 8.97%
7,869 $454,000
Q2 2024

Aug 13, 2024
SELL
$46.86 - $53.94 $57,403 - $66,076
-1,225 Reduced 14.5%
7,221 $353,000
Q1 2024

Aug 13, 2024
SELL
$44.15 - $49.19 $12,715 - $14,166
-288 Reduced 3.3%
8,446 $415,000
Q4 2023

Feb 15, 2024
SELL
$39.53 - $49.47 $2,688 - $3,363
-68 Reduced 0.77%
8,734 $410,000
Q3 2023

Nov 15, 2023
SELL
$44.14 - $54.45 $112,248 - $138,466
-2,543 Reduced 22.42%
8,802 $393,000
Q2 2023

Aug 15, 2023
BUY
$49.02 - $58.68 $55,882 - $66,895
1,140 Added 11.17%
11,345 $587,000
Q1 2023

May 15, 2023
BUY
$52.22 - $63.64 $100,680 - $122,697
1,928 Added 23.29%
10,205 $570,000
Q4 2022

Feb 16, 2023
SELL
$57.96 - $71.5 $92,098 - $113,613
-1,589 Reduced 16.11%
8,277 $507,000
Q4 2022

Feb 16, 2023
SELL
$57.96 - $71.5 $571 Million - $705 Million
-9,855,643 Reduced 99.9%
9,866 $605,000
Q4 2022

Feb 15, 2023
BUY
$57.96 - $71.5 $571 Million - $705 Million
9,854,975 Added 93553.97%
9,865,509 $605 Million
Q3 2022

Nov 14, 2022
SELL
$69.11 - $85.65 $40,913 - $50,704
-592 Reduced 5.32%
10,534 $728,000
Q2 2022

Aug 15, 2022
SELL
$73.41 - $88.38 $35,089 - $42,245
-478 Reduced 4.12%
11,126 $888,000
Q1 2022

May 11, 2022
BUY
$77.16 - $85.43 $238,270 - $263,807
3,088 Added 36.26%
11,604 $986,000
Q4 2021

Feb 11, 2022
SELL
$70.85 - $78.57 $18,562 - $20,585
-262 Reduced 2.98%
8,516 $669,000
Q3 2021

Nov 12, 2021
SELL
$73.02 - $80.05 $1,168 - $1,280
-16 Reduced 0.18%
8,778 $641,000
Q2 2021

Aug 13, 2021
BUY
$73.51 - $80.37 $39,695 - $43,399
540 Added 6.54%
8,794 $647,000
Q1 2021

May 14, 2021
BUY
$68.0 - $76.7 $561,272 - $633,081
8,254 New
8,254 $627,000
Q4 2020

Feb 12, 2021
SELL
$73.5 - $86.07 $199,258 - $233,335
-2,711 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
$73.58 - $82.69 $192,117 - $215,903
-2,611 Reduced 49.06%
2,711 $214,000
Q2 2020

Aug 12, 2020
BUY
$69.55 - $87.0 $171,649 - $214,716
2,468 Added 86.48%
5,322 $432,000
Q1 2020

May 13, 2020
BUY
$59.39 - $89.8 $5,998 - $9,069
101 Added 3.67%
2,854 $206,000
Q4 2019

Feb 11, 2020
SELL
$79.62 - $83.46 $875 - $918
-11 Reduced 0.4%
2,753 $228,000
Q3 2019

Nov 12, 2019
BUY
$74.29 - $81.04 $205,337 - $223,994
2,764 New
2,764 $224,000
Q4 2018

Feb 11, 2019
SELL
$69.89 - $76.92 $171,649 - $188,915
-2,456 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
$68.08 - $72.45 $31,725 - $33,761
-466 Reduced 15.95%
2,456 $173,000
Q2 2018

Aug 15, 2018
SELL
$61.75 - $68.47 $2.62 Million - $2.9 Million
-42,413 Reduced 93.55%
2,922 $199,000
Q2 2018

Aug 15, 2018
SELL
$61.75 - $68.47 $210,320 - $233,208
-3,406 Reduced 6.99%
45,335 $199,000
Q2 2018

Aug 14, 2018
BUY
$61.75 - $68.47 $700,615 - $776,860
11,346 Added 30.34%
48,741 $441,000
Q1 2018

May 14, 2018
BUY
$67.3 - $80.28 $2.38 Million - $2.84 Million
35,390 Added 1765.09%
37,395 $256,000
Q4 2017

Feb 13, 2018
BUY
$75.95 - $84.91 $152,279 - $170,244
2,005
2,005 $163,000

Others Institutions Holding D

# of Institutions
1,498
Shares Held
618M
Call Options Held
5.64M
Put Options Held
2.5M
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 $45.3B
  • 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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