Plante Moran Financial Advisors, LLC Dominion Energy, Inc Transaction History

Plante Moran Financial Advisors, LLC

  • $927 Million
  • Q1 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 318 shares of D stock, worth $16,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
318
Previous 318 -0.0%
Holding current value
$16,348
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$39.53 - $49.47 $9,842 - $12,318
-249 Reduced 43.92%
318 $14,000
Q3 2022

Nov 02, 2022
SELL
$69.11 - $85.65 $39,461 - $48,906
-571 Reduced 50.18%
567 $39,000
Q2 2022

Aug 02, 2022
SELL
$73.41 - $88.38 $1,101 - $1,325
-15 Reduced 1.3%
1,138 $91,000
Q1 2022

May 06, 2022
SELL
$77.16 - $85.43 $12,499 - $13,839
-162 Reduced 12.32%
1,153 $98,000
Q4 2021

Feb 09, 2022
SELL
$70.85 - $78.57 $15,657 - $17,363
-221 Reduced 14.39%
1,315 $103,000
Q2 2021

Aug 10, 2021
SELL
$73.51 - $80.37 $1,764 - $1,928
-24 Reduced 1.54%
1,536 $113,000
Q1 2021

May 13, 2021
SELL
$68.0 - $76.7 $8,636 - $9,740
-127 Reduced 7.53%
1,560 $118,000
Q4 2020

Feb 09, 2021
SELL
$73.5 - $86.07 $68,061 - $79,700
-926 Reduced 35.44%
1,687 $127,000
Q3 2020

Nov 12, 2020
BUY
$73.58 - $82.69 $61,586 - $69,211
837 Added 47.13%
2,613 $206,000
Q2 2020

Aug 10, 2020
SELL
$69.55 - $87.0 $9,041 - $11,310
-130 Reduced 6.82%
1,776 $144,000
Q1 2020

May 07, 2020
BUY
$59.39 - $89.8 $76,494 - $115,662
1,288 Added 208.41%
1,906 $138,000
Q4 2019

Feb 14, 2020
SELL
$79.62 - $83.46 $2,786 - $2,921
-35 Reduced 5.36%
618 $51,000
Q3 2019

Nov 13, 2019
BUY
$74.29 - $81.04 $2,600 - $2,836
35 Added 5.66%
653 $52,000
Q3 2018

Nov 09, 2018
SELL
$68.08 - $72.45 $2,178 - $2,318
-32 Reduced 4.92%
618 $43,000
Q2 2018

Jul 26, 2018
SELL
$61.75 - $68.47 $5,866 - $6,504
-95 Reduced 12.75%
650 $44,000
Q1 2018

May 01, 2018
SELL
$67.3 - $80.28 $54,916 - $65,508
-816 Reduced 52.27%
745 $50,000
Q4 2017

Feb 01, 2018
BUY
$75.95 - $84.91 $21,797 - $24,369
287 Added 22.53%
1,561 $127,000
Q3 2017

Nov 08, 2017
BUY
$76.78 - $80.24 $97,817 - $102,225
1,274
1,274 $98,000

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

D Quotes by TradingView
  • 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...
More about D
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