Mount Yale Investment Advisors, LLC Dominion Energy, Inc Transaction History

Mount Yale Investment Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 07, 2022	SELL	$69.11 - $85.65 $101,315 - $125,562	-1,466 Reduced 20.18%	5,798 $401,000
Q2 2022 Aug 02, 2022	BUY	$73.41 - $88.38 $117,602 - $141,584	1,602 Added 28.29%	7,264 $580,000
Q1 2022 May 03, 2022	BUY	$77.16 - $85.43 $17,361 - $19,221	225 Added 4.14%	5,662 $481,000
Q4 2021 Feb 02, 2022	BUY	$70.85 - $78.57 $72,904 - $80,848	1,029 Added 23.34%	5,437 $427,000
Q3 2021 Nov 02, 2021	BUY	$73.02 - $80.05 $61,190 - $67,081	838 Added 23.47%	4,408 $322,000
Q2 2021 Aug 04, 2021	BUY	$73.51 - $80.37 $2,940 - $3,214	40 Added 1.13%	3,570 $263,000
Q1 2021 May 04, 2021	BUY	$68.0 - $76.7 $240,040 - $270,751	3,530 New	3,530 $268,000
Q3 2018 Nov 13, 2018	SELL	$68.08 - $72.45 $12,594 - $13,403	-185 Closed	0 $0
Q2 2018 Aug 22, 2018	BUY	$61.75 - $68.47 $5,248 - $5,819	85 Added 85.0%	185 $13,000
Q1 2018 Jun 25, 2018	BUY	$67.3 - $80.28 $6,730 - $8,028	100 New	100 $7,000

1,499

619M

5.64M

2.5M

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...

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