A detailed history of Sage View Advisory Group, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 20,504 shares of D stock, worth $995,264. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,504
Previous 30,431 32.62%
Holding current value
$995,264
Previous $1.39 Billion 27.54%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$44.15 - $49.19 $438,277 - $488,309
-9,927 Reduced 32.62%
20,504 $1.01 Billion
Q4 2023

Feb 09, 2024

BUY
$39.53 - $49.47 $727,549 - $910,495
18,405 Added 153.04%
30,431 $1.39 Billion
Q3 2023

Nov 02, 2023

SELL
$44.14 - $54.45 $149,987 - $185,021
-3,398 Reduced 22.03%
12,026 $537 Million
Q2 2023

Aug 11, 2023

SELL
$49.02 - $58.68 $47,794 - $57,213
-975 Reduced 5.95%
15,424 $799 Million
Q1 2023

May 01, 2023

BUY
$52.22 - $63.64 $656,457 - $800,018
12,571 Added 328.4%
16,399 $917 Million
Q4 2022

Feb 14, 2023

BUY
$57.96 - $71.5 $221,870 - $273,702
3,828 New
3,828 $235 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 $40.4B
  • 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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.