A detailed history of Montag A & Associates Inc transactions in Dominion Energy, Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 6,611 shares of D stock, worth $354,283. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,611
Previous 6,611 -0.0%
Holding current value
$354,283
Previous $323,000 18.27%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$44.15 - $49.19 $63,046 - $70,243
-1,428 Reduced 17.76%
6,611 $325,000
Q4 2023

Feb 07, 2024

SELL
$39.53 - $49.47 $11,582 - $14,494
-293 Reduced 3.52%
8,039 $377,000
Q3 2023

Nov 09, 2023

BUY
$44.14 - $54.45 $176 - $217
4 Added 0.05%
8,332 $372,000
Q2 2023

Aug 09, 2023

BUY
$49.02 - $58.68 $196 - $234
4 Added 0.05%
8,328 $431,000
Q1 2023

May 11, 2023

BUY
$52.22 - $63.64 $14,882 - $18,137
285 Added 3.55%
8,324 $465,000
Q4 2021

Feb 09, 2022

BUY
$70.85 - $78.57 $6,022 - $6,678
85 Added 1.07%
8,039 $631,000
Q3 2021

Nov 08, 2021

SELL
$73.02 - $80.05 $9,711 - $10,646
-133 Reduced 1.64%
7,954 $581,000
Q3 2020

Nov 12, 2020

BUY
$73.58 - $82.69 $165,555 - $186,052
2,250 Added 38.55%
8,087 $638,000
Q2 2020

Aug 04, 2020

BUY
$69.55 - $87.0 $25,733 - $32,190
370 Added 6.77%
5,837 $474,000
Q2 2019

Aug 06, 2019

BUY
$73.31 - $79.22 $12,096 - $13,071
165 Added 3.11%
5,467 $423,000
Q1 2019

May 01, 2019

BUY
$67.97 - $77.04 $96,993 - $109,936
1,427 Added 36.83%
5,302 $406,000
Q1 2018

May 07, 2018

SELL
$67.3 - $80.28 $61,579 - $73,456
-915 Reduced 19.1%
3,875 $261,000
Q4 2017

Feb 09, 2018

BUY
$75.95 - $84.91 $15,645 - $17,491
206 Added 4.49%
4,790 $388,000
Q3 2017

Nov 06, 2017

BUY
$76.78 - $80.24 $351,959 - $367,820
4,584
4,584 $353,000

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $44.6B
  • 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
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.