Motley Fool Wealth Management, LLC Dominion Energy, Inc Transaction History

Motley Fool Wealth Management, LLC

$1.8 Billion
Q1 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$49.02 - $58.68 $110,245 - $131,971	2,249 Added 6.95%	34,591 $1.79 Million
Q1 2023 May 10, 2023	BUY	$52.22 - $63.64 $42,663 - $51,993	817 Added 2.59%	32,342 $1.81 Million
Q4 2022 Feb 09, 2023	SELL	$57.96 - $71.5 $60,162 - $74,217	-1,038 Reduced 3.19%	31,525 $1.93 Million
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $53,767 - $66,635	778 Added 2.45%	32,563 $2.25 Million
Q2 2022 Aug 11, 2022	SELL	$73.41 - $88.38 $294,667 - $354,757	-4,014 Reduced 11.21%	31,785 $2.54 Million

Q1 2022 May 04, 2022	SELL	$77.16 - $85.43 $18,518 - $20,503	-240 Reduced 0.67%	35,799 $3.04 Million
Q4 2021 Feb 10, 2022	BUY	$70.85 - $78.57 $55,192 - $61,206	779 Added 2.21%	36,039 $2.83 Million
Q3 2021 Nov 12, 2021	BUY	$73.02 - $80.05 $121,505 - $133,203	1,664 Added 4.95%	35,260 $2.58 Million
Q2 2021 Aug 13, 2021	BUY	$73.51 - $80.37 $111,955 - $122,403	1,523 Added 4.75%	33,596 $2.47 Million
Q1 2021 May 11, 2021	BUY	$68.0 - $76.7 $49,776 - $56,144	732 Added 2.34%	32,073 $2.44 Million
Q4 2020 Feb 12, 2021	SELL	$73.5 - $86.07 $104,296 - $122,133	-1,419 Reduced 4.33%	31,341 $2.36 Million
Q3 2020 Nov 12, 2020	BUY	$73.58 - $82.69 $98,229 - $110,391	1,335 Added 4.25%	32,760 $2.59 Million
Q2 2020 Aug 12, 2020	SELL	$69.55 - $87.0 $138,195 - $172,869	-1,987 Reduced 5.95%	31,425 $2.55 Million
Q1 2020 May 13, 2020	BUY	$59.39 - $89.8 $87,837 - $132,814	1,479 Added 4.63%	33,412 $2.41 Million
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $431,620 - $452,436	5,421 Added 20.45%	31,933 $2.65 Million
Q3 2019 Nov 12, 2019	BUY	$74.29 - $81.04 $130,898 - $142,792	1,762 Added 7.12%	26,512 $2.15 Million
Q2 2019 Aug 14, 2019	BUY	$73.31 - $79.22 $11,582 - $12,516	158 Added 0.64%	24,750 $1.91 Million
Q1 2019 May 07, 2019	SELL	$67.97 - $77.04 $19,575 - $22,187	-288 Reduced 1.16%	24,592 $1.89 Million
Q4 2018 Feb 12, 2019	SELL	$69.89 - $76.92 $21,176 - $23,306	-303 Reduced 1.2%	24,880 $1.78 Million
Q3 2018 Nov 06, 2018	SELL	$68.08 - $72.45 $17,088 - $18,184	-251 Reduced 0.99%	25,183 $1.77 Million
Q2 2018 Aug 10, 2018	BUY	$61.75 - $68.47 $467,138 - $517,975	7,565 Added 42.34%	25,434 $1.73 Million
Q1 2018 May 04, 2018	BUY	$67.3 - $80.28 $325,462 - $388,234	4,836 Added 37.11%	17,869 $1.21 Million
Q4 2017 Feb 14, 2018	SELL	$75.95 - $84.91 $9,797 - $10,953	-129 Reduced 0.98%	13,033 $1.06 Million
Q3 2017 Nov 14, 2017	BUY	$76.78 - $80.24 $1.01 Million - $1.06 Million	13,162	13,162 $1.01 Million

Others Institutions Holding D

# of Institutions

1,351

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.13M

Vanguard Group Inc Valley Forge, PA

88.4M
Shares

$4.35 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

60.1M
Shares

$2.96 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.18 Billion
0.1% of portfolio
Massachusetts Financial Services CO Boston, MA

29.2M
Shares

$1.43 Billion
0.45% of portfolio
Price T Rowe Associates Inc Baltimore, MD

24.5M
Shares

$1.21 Billion
0.15% of portfolio

View Full List

About DOMINION ENERGY, INC

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...

More about D

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