Sound View Wealth Advisors Group, LLC Dominion Energy, Inc Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,672 shares of D stock, worth $204,199. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,672

Previous 4,367 15.91%

Holding current value

$204,199

Previous $235,000 12.77%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$52.85 - $57.43 $36,730 - $39,913	-695 Reduced 15.91%	3,672 $205,000
Q4 2024 Feb 07, 2025	SELL	$52.63 - $60.92 $29,051 - $33,627	-552 Reduced 11.22%	4,367 $235,000
Q3 2024 Nov 12, 2024	BUY	$48.01 - $58.53 $3,792 - $4,623	79 Added 1.63%	4,919 $284,000
Q2 2024 Aug 05, 2024	SELL	$46.86 - $53.94 $468 - $539	-10 Reduced 0.21%	4,840 $237,000
Q1 2024 May 09, 2024	SELL	$44.15 - $49.19 $40,838 - $45,500	-925 Reduced 16.02%	4,850 $238,000
Q4 2023 Feb 08, 2024	BUY	$39.53 - $49.47 $24,943 - $31,215	631 Added 12.27%	5,775 $271,000
Q3 2023 Nov 07, 2023	BUY	$44.14 - $54.45 $3,884 - $4,791	88 Added 1.74%	5,144 $229,000
Q2 2023 Aug 08, 2023	SELL	$49.02 - $58.68 $7,058 - $8,449	-144 Reduced 2.77%	5,056 $261,000
Q1 2023 May 12, 2023	BUY	$52.22 - $63.64 $41,984 - $51,166	804 Added 18.29%	5,200 $290,000
Q4 2022 Feb 08, 2023	SELL	$57.96 - $71.5 $1,159 - $1,430	-20 Reduced 0.45%	4,396 $269,000
Q3 2022 Nov 08, 2022	BUY	$69.11 - $85.65 $552 - $685	8 Added 0.18%	4,416 $305,000
Q2 2022 Aug 05, 2022	SELL	$73.41 - $88.38 $22,316 - $26,867	-304 Reduced 6.45%	4,408 $352,000
Q1 2022 May 11, 2022	BUY	$77.16 - $85.43 $4,706 - $5,211	61 Added 1.31%	4,712 $400,000
Q4 2021 Jan 20, 2022	BUY	$70.85 - $78.57 $48,319 - $53,584	682 Added 17.18%	4,651 $365,000
Q3 2021 Oct 21, 2021	SELL	$73.02 - $80.05 $3,797 - $4,162	-52 Reduced 1.29%	3,969 $290,000
Q2 2021 Jul 21, 2021	SELL	$73.51 - $80.37 $1,029 - $1,125	-14 Reduced 0.35%	4,021 $296,000
Q1 2021 Apr 28, 2021	SELL	$68.0 - $76.7 $24,004 - $27,075	-353 Reduced 8.04%	4,035 $306,000
Q4 2020 Feb 02, 2021	SELL	$73.5 - $86.07 $29,620 - $34,686	-403 Reduced 8.41%	4,388 $330,000
Q3 2020 Nov 09, 2020	SELL	$73.58 - $82.69 $735 - $826	-10 Reduced 0.21%	4,791 $378,000
Q2 2020 Aug 07, 2020	SELL	$69.55 - $87.0 $29,697 - $37,149	-427 Reduced 8.17%	4,801 $390,000
Q1 2020 May 12, 2020	BUY	$59.39 - $89.8 $9,680 - $14,637	163 Added 3.22%	5,228 $377,000
Q4 2019 Jan 27, 2020	SELL	$79.62 - $83.46 $174,925 - $183,361	-2,197 Reduced 30.25%	5,065 $419,000
Q3 2019 Nov 07, 2019	SELL	$74.29 - $81.04 $67,381 - $73,503	-907 Reduced 11.1%	7,262 $589,000
Q2 2019 Aug 07, 2019	BUY	$73.31 - $79.22 $598,869 - $647,148	8,169 New	8,169 $632,000

Others Institutions Holding D

# of Institutions

1,603

Shares Held

634M

Call Options Held

5.52M

Put Options Held

1.64M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $46.3B
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...

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Sound View Wealth Advisors Group, LLC Dominion Energy, Inc Transaction History