Summit Financial Group, Inc. Dominion Energy, Inc Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Summit Financial Group, Inc. holds 6,252 shares of D stock, worth $309,348. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,252

Previous 6,468 3.34%

Holding current value

$309,348

Previous $303,000 1.32%

% of portfolio

0.11%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	SELL	$44.15 - $49.19 $9,536 - $10,625	-216 Reduced 3.34%	6,252 $307,000
Q4 2023 Jan 12, 2024	SELL	$39.53 - $49.47 $3,083 - $3,858	-78 Reduced 1.19%	6,468 $303,000
Q3 2023 Oct 17, 2023	SELL	$44.14 - $54.45 $8,916 - $10,998	-202 Reduced 2.99%	6,546 $292,000
Q2 2023 Jul 13, 2023	SELL	$49.02 - $58.68 $21,715 - $25,995	-443 Reduced 6.16%	6,748 $349,000
Q4 2022 Jan 09, 2023	SELL	$57.96 - $71.5 $20,575 - $25,382	-355 Reduced 4.7%	7,191 $441,000

Q3 2022 Oct 12, 2022	SELL	$69.11 - $85.65 $28,404 - $35,202	-411 Reduced 5.17%	7,546 $521,000
Q2 2022 Jul 07, 2022	SELL	$73.41 - $88.38 $5,725 - $6,893	-78 Reduced 0.97%	7,957 $635,000
Q2 2021 Jul 06, 2021	BUY	$73.51 - $80.37 $62,409 - $68,234	849 Added 11.81%	8,035 $591,000
Q1 2021 Apr 07, 2021	SELL	$68.0 - $76.7 $47,736 - $53,843	-702 Reduced 8.9%	7,186 $546,000
Q4 2020 Jan 07, 2021	BUY	$73.5 - $86.07 $104,370 - $122,219	1,420 Added 21.95%	7,888 $594,000
Q3 2020 Oct 05, 2020	SELL	$73.58 - $82.69 $8,756 - $9,840	-119 Reduced 1.81%	6,468 $511,000
Q2 2020 Jul 06, 2020	SELL	$69.55 - $87.0 $2,434 - $3,045	-35 Reduced 0.53%	6,587 $535,000
Q1 2020 Apr 03, 2020	SELL	$59.39 - $89.8 $2,078 - $3,143	-35 Reduced 0.53%	6,622 $478,000
Q4 2019 Jan 06, 2020	SELL	$79.62 - $83.46 $33,758 - $35,387	-424 Reduced 5.99%	6,657 $551,000
Q3 2019 Oct 09, 2019	SELL	$74.29 - $81.04 $99,177 - $108,188	-1,335 Reduced 15.86%	7,081 $574,000
Q2 2019 Jul 03, 2019	SELL	$73.31 - $79.22 $20,966 - $22,656	-286 Reduced 3.29%	8,416 $651,000
Q1 2019 Apr 03, 2019	SELL	$67.97 - $77.04 $48,462 - $54,929	-713 Reduced 7.57%	8,702 $667,000
Q4 2018 Jan 04, 2019	SELL	$69.89 - $76.92 $27,886 - $30,691	-399 Reduced 4.07%	9,415 $672,000
Q3 2018 Oct 03, 2018	SELL	$68.08 - $72.45 $420,870 - $447,885	-6,182 Reduced 38.65%	9,814 $689,000
Q2 2018 Jul 03, 2018	SELL	$61.75 - $68.47 $81,077 - $89,901	-1,313 Reduced 7.59%	15,996 $1.09 Million
Q1 2018 Apr 04, 2018	BUY	$67.3 - $80.28 $43,610 - $52,021	648 Added 3.89%	17,309 $1.17 Million
Q4 2017 Jan 04, 2018	SELL	$75.95 - $84.91 $31,595 - $35,322	-416 Reduced 2.44%	16,661 $1.35 Million
Q3 2017 Oct 10, 2017	BUY	$76.78 - $80.24 $1.31 Million - $1.37 Million	17,077	17,077 $1.31 Million

Others Institutions Holding D

# of Institutions

1,356

Shares Held

614M

Call Options Held

7.63M

Put Options Held

3.13M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $41.2B
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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Summit Financial Group, Inc. Dominion Energy, Inc Transaction History