A detailed history of Summit Trail Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 5,568 shares of D stock, worth $327,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,568
Previous 6,404 13.05%
Holding current value
$327,120
Previous $313,000 2.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$48.01 - $58.53 $40,136 - $48,931
-836 Reduced 13.05%
5,568 $321,000
Q2 2024

Aug 13, 2024

BUY
$46.86 - $53.94 $66,166 - $76,163
1,412 Added 28.29%
6,404 $313,000
Q1 2024

Apr 23, 2024

SELL
$44.15 - $49.19 $42,074 - $46,878
-953 Reduced 16.03%
4,992 $245,000
Q4 2023

Feb 06, 2024

SELL
$39.53 - $49.47 $5,138 - $6,431
-130 Reduced 2.14%
5,945 $279,000
Q3 2023

Oct 30, 2023

BUY
$44.14 - $54.45 $85,940 - $106,014
1,947 Added 47.17%
6,075 $271,000
Q2 2023

Jul 25, 2023

BUY
$49.02 - $58.68 $202,354 - $242,231
4,128 New
4,128 $213,000
Q3 2022

Nov 09, 2022

BUY
$69.11 - $85.65 $47,755 - $59,184
691 Added 26.52%
3,297 $228,000
Q2 2022

Aug 09, 2022

BUY
$73.41 - $88.38 $191,306 - $230,318
2,606 New
2,606 $208,000
Q3 2018

Nov 14, 2018

SELL
$68.08 - $72.45 $95,380 - $101,502
-1,401 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$61.75 - $68.47 $404,586 - $448,615
-6,552 Reduced 82.38%
1,401 $96,000
Q1 2018

May 22, 2018

SELL
$67.3 - $80.28 $15.3 Million - $18.2 Million
-226,816 Reduced 96.61%
7,953 $235,000
Q1 2018

May 21, 2018

BUY
$67.3 - $80.28 $15.3 Million - $18.2 Million
226,671 Added 2799.1%
234,769 $235,000
Q4 2017

Feb 14, 2018

BUY
$75.95 - $84.91 $615,043 - $687,601
8,098
8,098 $630,000

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 $48.9B
  • 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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