Regal Investment Advisors LLC Dominion Energy, Inc Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$46.86 - $53.94 $984 - $1,132	21 Added 0.48%	4,416 $216,000
Q1 2024 May 15, 2024	BUY	$44.15 - $49.19 $618 - $688	14 Added 0.32%	4,395 $216,000
Q4 2023 Feb 14, 2024	BUY	$39.53 - $49.47 $173,180 - $216,728	4,381 New	4,381 $205,000
Q2 2023 Aug 11, 2023	SELL	$49.02 - $58.68 $6,568 - $7,863	-134 Reduced 3.2%	4,050 $209,000
Q1 2023 May 11, 2023	BUY	$52.22 - $63.64 $11,801 - $14,382	226 Added 5.71%	4,184 $233,000
Q4 2022 Mar 01, 2023	SELL	$57.96 - $71.5 $1,217 - $1,501	-21 Reduced 0.53%	3,958 $242,000
Q3 2022 Nov 15, 2022	BUY	$69.11 - $85.65 $6,703 - $8,308	97 Added 2.5%	3,979 $275,000
Q2 2022 Aug 09, 2022	BUY	$73.41 - $88.38 $8,001 - $9,633	109 Added 2.89%	3,882 $310,000
Q1 2022 May 09, 2022	BUY	$77.16 - $85.43 $86,110 - $95,339	1,116 Added 42.0%	3,773 $321,000
Q4 2021 Feb 10, 2022	SELL	$70.85 - $78.57 $8,360 - $9,271	-118 Reduced 4.25%	2,657 $209,000
Q3 2021 Nov 05, 2021	SELL	$73.02 - $80.05 $6,644 - $7,284	-91 Reduced 3.18%	2,775 $203,000
Q2 2021 Aug 09, 2021	BUY	$73.51 - $80.37 $210,679 - $230,340	2,866 New	2,866 $211,000
Q1 2021 May 12, 2021	SELL	$68.0 - $76.7 $194,004 - $218,825	-2,853 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$73.5 - $86.07 $209,695 - $245,557	2,853 New	2,853 $215,000
Q1 2020 May 12, 2020	SELL	$59.39 - $89.8 $144,377 - $218,303	-2,431 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$79.62 - $83.46 $193,556 - $202,891	2,431 New	2,431 $201,000
Q2 2018 Aug 10, 2018	SELL	$61.75 - $68.47 $1.48 Million - $1.64 Million	-23,984 Closed	0 $0
Q1 2018 Apr 25, 2018	SELL	$67.3 - $80.28 $29,813 - $35,564	-443 Reduced 1.81%	23,984 $1.62 Million
Q4 2017 Feb 06, 2018	SELL	$75.95 - $84.91 $21,645 - $24,199	-285 Reduced 1.15%	24,427 $1.98 Million
Q3 2017 Nov 08, 2017	BUY	$76.78 - $80.24 $1.9 Million - $1.98 Million	24,712	24,712 $1.9 Million

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$4.76 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.28 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.37 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.58 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.53 Billion
0.14% 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 $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...

More about D

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