A detailed history of San Luis Wealth Advisors LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 12,438 shares of D stock, worth $698,891. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,438
Previous 5,809 114.12%
Holding current value
$698,891
Previous $285,000 152.28%
% of portfolio
0.15%
Previous 0.07%

Shares

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

Oct 09, 2024

BUY
$48.01 - $58.53 $318,258 - $387,995
6,629 Added 114.12%
12,438 $719,000
Q2 2024

Jul 12, 2024

BUY
$46.86 - $53.94 $272,209 - $313,337
5,809 New
5,809 $285,000
Q2 2022

Aug 10, 2022

SELL
$73.41 - $88.38 $5,065 - $6,098
-69 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$77.16 - $85.43 $5,324 - $5,894
69 New
69 $5,000

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 $46.8B
  • 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
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors 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 San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.