Monterey Private Wealth, Inc. Dominion Energy, Inc Transaction History

Monterey Private Wealth, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	BUY	$73.41 - $88.38 $36,117 - $43,482	492 Added 17.3%	3,336 $266,000
Q1 2022 Apr 08, 2022	BUY	$77.16 - $85.43 $1,003 - $1,110	13 Added 0.46%	2,844 $243,000
Q4 2021 Jan 18, 2022	BUY	$70.85 - $78.57 $921 - $1,021	13 Added 0.46%	2,831 $222,000
Q3 2021 Oct 08, 2021	BUY	$73.02 - $80.05 $1,022 - $1,120	14 Added 0.5%	2,818 $205,000
Q1 2021 Apr 28, 2021	BUY	$68.0 - $76.7 $884 - $997	13 Added 0.47%	2,804 $221,000

Q4 2020 Feb 16, 2021	SELL	$73.5 - $86.07 $24,696 - $28,919	-336 Reduced 10.75%	2,791 $210,000
Q4 2020 Feb 11, 2021	SELL	$73.5 - $86.07 $14,700 - $17,214	-200 Reduced 6.01%	3,127 $247,000
Q3 2020 Feb 24, 2021	BUY	$73.58 - $82.69 $244,800 - $275,109	3,327 New	3,327 $263,000

1,352

614M

7.63M

3.13M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $40.9B
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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