A detailed history of Phoenix Wealth Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, Phoenix Wealth Advisors holds 9,975 shares of D stock, worth $535,258. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,975
Previous 9,895 0.81%
Holding current value
$535,258
Previous $484,000 19.01%
% of portfolio
0.27%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$48.01 - $58.53 $3,840 - $4,682
80 Added 0.81%
9,975 $576,000
Q2 2024

Jul 17, 2024

BUY
$46.86 - $53.94 $2,389 - $2,750
51 Added 0.52%
9,895 $484,000
Q1 2024

Apr 26, 2024

BUY
$44.15 - $49.19 $23,531 - $26,218
533 Added 5.72%
9,844 $484,000
Q4 2023

Jan 30, 2024

SELL
$39.53 - $49.47 $15,653 - $19,590
-396 Reduced 4.08%
9,311 $437,000
Q3 2023

Nov 06, 2023

BUY
$44.14 - $54.45 $3,531 - $4,356
80 Added 0.83%
9,707 $433,000
Q2 2023

Jul 13, 2023

BUY
$49.02 - $58.68 $471,915 - $564,912
9,627 New
9,627 $498,000
Q2 2022

Aug 01, 2022

SELL
$73.41 - $88.38 $288,574 - $347,421
-3,931 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$70.85 - $78.57 $63,481 - $70,398
-896 Reduced 18.56%
3,931 $309,000
Q3 2021

Nov 15, 2021

SELL
$73.02 - $80.05 $1.83 Million - $2 Million
-25,040 Reduced 83.84%
4,827 $352,000
Q2 2021

Jul 23, 2021

BUY
$73.51 - $80.37 $100,341 - $109,705
1,365 Added 4.79%
29,867 $2.25 Million
Q1 2021

Apr 12, 2021

BUY
$68.0 - $76.7 $18,156 - $20,478
267 Added 0.95%
28,502 $2.16 Million
Q4 2020

Feb 05, 2021

BUY
$73.5 - $86.07 $2.08 Million - $2.43 Million
28,235 New
28,235 $2.12 Million

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 $44.7B
  • 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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