A detailed history of Soa Wealth Advisors, Llc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,698 shares of D stock, worth $83,558. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,698
Previous 1,687 0.65%
Holding current value
$83,558
Previous $79,000 5.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 10, 2024

BUY
$44.15 - $49.19 $485 - $541
11 Added 0.65%
1,698 $83,000
Q4 2023

Jan 10, 2024

BUY
$39.53 - $49.47 $395 - $494
10 Added 0.6%
1,687 $79,000
Q3 2023

Oct 10, 2023

SELL
$44.14 - $54.45 $32,619 - $40,238
-739 Reduced 30.59%
1,677 $74,000
Q2 2023

Jul 07, 2023

BUY
$49.02 - $58.68 $23,627 - $28,283
482 Added 24.92%
2,416 $125,000
Q1 2023

Apr 28, 2023

SELL
$52.22 - $63.64 $8,198 - $9,991
-157 Reduced 7.51%
1,934 $108,000
Q4 2022

Jan 10, 2023

BUY
$57.96 - $71.5 $521 - $643
9 Added 0.43%
2,091 $0
Q3 2022

Oct 07, 2022

BUY
$69.11 - $85.65 $414 - $513
6 Added 0.29%
2,082 $143,000
Q2 2022

Jul 13, 2022

BUY
$73.41 - $88.38 $440 - $530
6 Added 0.29%
2,076 $165,000
Q1 2022

Apr 07, 2022

BUY
$77.16 - $85.43 $462 - $512
6 Added 0.29%
2,070 $175,000
Q4 2021

Jan 13, 2022

BUY
$70.85 - $78.57 $354 - $392
5 Added 0.24%
2,064 $162,000
Q3 2021

Oct 12, 2021

BUY
$73.02 - $80.05 $5,038 - $5,523
69 Added 3.47%
2,059 $150,000
Q2 2021

Jul 14, 2021

SELL
$73.51 - $80.37 $2,058 - $2,250
-28 Reduced 1.39%
1,990 $146,000
Q4 2020

Mar 10, 2021

BUY
$73.5 - $86.07 $148,323 - $173,689
2,018 New
2,018 $147,000

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 $41B
  • 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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