A detailed history of Sequoia Financial Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 16,827 shares of D stock, worth $979,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,827
Previous 15,065 11.7%
Holding current value
$979,836
Previous $741,000 11.2%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$46.86 - $53.94 $82,567 - $95,042
1,762 Added 11.7%
16,827 $824,000
Q1 2024

Apr 30, 2024

SELL
$44.15 - $49.19 $170,904 - $190,414
-3,871 Reduced 20.44%
15,065 $741,000
Q4 2023

Jan 25, 2024

BUY
$39.53 - $49.47 $335,372 - $419,703
8,484 Added 81.17%
18,936 $889,000
Q3 2023

Nov 08, 2023

BUY
$44.14 - $54.45 $53,806 - $66,374
1,219 Added 13.2%
10,452 $466,000
Q2 2023

Aug 08, 2023

BUY
$49.02 - $58.68 $103,334 - $123,697
2,108 Added 29.59%
9,233 $478,000
Q1 2023

Apr 24, 2023

SELL
$52.22 - $63.64 $13,316 - $16,228
-255 Reduced 3.46%
7,125 $398,000
Q4 2022

Jan 17, 2023

BUY
$57.96 - $71.5 $123,918 - $152,867
2,138 Added 40.79%
7,380 $0
Q3 2022

Oct 26, 2022

SELL
$69.11 - $85.65 $135,179 - $167,531
-1,956 Reduced 27.17%
5,242 $362,000
Q2 2022

Jul 22, 2022

BUY
$73.41 - $88.38 $220 - $265
3 Added 0.04%
7,198 $575,000
Q1 2022

May 13, 2022

BUY
$77.16 - $85.43 $128,162 - $141,899
1,661 Added 30.01%
7,195 $611,000
Q4 2021

Feb 11, 2022

BUY
$70.85 - $78.57 $392,083 - $434,806
5,534 New
5,534 $435,000
Q3 2021

Oct 26, 2021

SELL
$73.02 - $80.05 $537,646 - $589,408
-7,363 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$73.51 - $80.37 $274,853 - $300,503
3,739 Added 103.17%
7,363 $542,000
Q1 2021

May 14, 2021

SELL
$68.0 - $76.7 $16,592 - $18,714
-244 Reduced 6.31%
3,624 $275,000
Q4 2020

Feb 12, 2021

SELL
$73.5 - $86.07 $14,259 - $16,697
-194 Reduced 4.78%
3,868 $291,000
Q3 2020

Oct 23, 2020

SELL
$73.58 - $82.69 $18,542 - $20,837
-252 Reduced 5.84%
4,062 $321,000
Q2 2020

Aug 25, 2020

BUY
$69.55 - $87.0 $300,038 - $375,318
4,314 New
4,314 $350,000
Q2 2020

Aug 11, 2020

SELL
$69.55 - $87.0 $314,783 - $393,762
-4,526 Closed
0 $350,000
Q1 2020

May 11, 2020

BUY
$59.39 - $89.8 $41,691 - $63,039
702 Added 18.36%
4,526 $327,000
Q4 2019

Feb 13, 2020

SELL
$79.62 - $83.46 $260,914 - $273,498
-3,277 Reduced 46.15%
3,824 $317,000
Q3 2019

Oct 22, 2019

SELL
$74.29 - $81.04 $77,707 - $84,767
-1,046 Reduced 12.84%
7,101 $575,000
Q2 2019

Jul 31, 2019

SELL
$73.31 - $79.22 $5,718 - $6,179
-78 Reduced 0.95%
8,147 $630,000
Q1 2019

May 13, 2019

BUY
$67.97 - $77.04 $247,274 - $280,271
3,638 Added 79.31%
8,225 $631,000
Q4 2018

Feb 14, 2019

BUY
$69.89 - $76.92 $80,932 - $89,073
1,158 Added 33.77%
4,587 $328,000
Q3 2018

Nov 14, 2018

SELL
$68.08 - $72.45 $1,361 - $1,449
-20 Reduced 0.58%
3,429 $241,000
Q2 2018

Aug 14, 2018

BUY
$61.75 - $68.47 $1,235 - $1,369
20 Added 0.58%
3,449 $235,000
Q1 2018

May 14, 2018

SELL
$67.3 - $80.28 $27,391 - $32,673
-407 Reduced 10.61%
3,429 $231,000
Q4 2017

Feb 13, 2018

BUY
$75.95 - $84.91 $19,443 - $21,736
256 Added 7.15%
3,836 $311,000
Q3 2017

Nov 13, 2017

BUY
$76.78 - $80.24 $63,573 - $66,438
828 Added 30.09%
3,580 $275,000
Q2 2017

Aug 09, 2017

BUY
N/A
2,752
2,752 $211,000

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 $48.5B
  • 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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