Optimum Investment Advisors Dominion Energy, Inc Transaction History

Optimum Investment Advisors

$220 Million
Q2 2024

A detailed history of Optimum Investment Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 563 shares of D stock, worth $28,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares

563

Previous 563 -0.0%

Holding current value

$28,943

Previous $27,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$44.15 - $49.19 $6,534 - $7,280	-148 Reduced 20.82%	563 $27,000
Q4 2023 Jan 08, 2024	SELL	$39.53 - $49.47 $28,975 - $36,261	-733 Reduced 50.76%	711 $33,000
Q3 2023 Oct 13, 2023	BUY	$44.14 - $54.45 $88 - $108	2 Added 0.14%	1,444 $64,000
Q2 2023 Aug 03, 2023	SELL	$49.02 - $58.68 $24,411 - $29,222	-498 Reduced 25.67%	1,442 $74,000
Q1 2023 May 03, 2023	BUY	$52.22 - $63.64 $104 - $127	2 Added 0.1%	1,940 $108,000

Q4 2022 Jan 05, 2023	BUY	$57.96 - $71.5 $115 - $143	2 Added 0.1%	1,938 $0
Q3 2022 Oct 24, 2022	BUY	$69.11 - $85.65 $69 - $85	1 Added 0.05%	1,936 $134,000
Q1 2022 Apr 08, 2022	BUY	$77.16 - $85.43 $7,716 - $8,543	100 Added 5.45%	1,935 $164,000
Q3 2021 Oct 22, 2021	SELL	$73.02 - $80.05 $29,208 - $32,020	-400 Reduced 17.9%	1,835 $134,000
Q2 2021 Aug 02, 2021	SELL	$73.51 - $80.37 $23,155 - $25,316	-315 Reduced 12.35%	2,235 $164,000
Q1 2021 Apr 15, 2021	SELL	$68.0 - $76.7 $10,200 - $11,505	-150 Reduced 5.56%	2,550 $194,000
Q2 2020 Jul 16, 2020	BUY	$69.55 - $87.0 $30,602 - $38,280	440 Added 19.47%	2,700 $219,000
Q1 2020 Apr 21, 2020	SELL	$59.39 - $89.8 $40,622 - $61,423	-684 Reduced 23.23%	2,260 $163,000
Q4 2019 Jan 22, 2020	BUY	$79.62 - $83.46 $35,829 - $37,557	450 Added 18.04%	2,944 $244,000
Q3 2019 Oct 17, 2019	BUY	$74.29 - $81.04 $55,271 - $60,293	744 Added 42.51%	2,494 $202,000
Q1 2019 May 03, 2019	BUY	$67.97 - $77.04 $57,774 - $65,484	850 Added 94.44%	1,750 $134,000
Q2 2018 Oct 05, 2018	BUY	$61.75 - $68.47 $30,875 - $34,235	500 Added 125.0%	900 $61,000
Q1 2018 May 09, 2018	BUY	$67.3 - $80.28 $26,920 - $32,112	400 New	400 $27,000

Others Institutions Holding D

# of Institutions

1,361

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.12M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $42.8B
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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Optimum Investment Advisors Dominion Energy, Inc Transaction History