Summit Wealth Partners, LLC Dominion Energy, Inc Transaction History

Summit Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Sep 11, 2024	SELL	$69.11 - $85.65 $176,576 - $218,835	-2,555 Closed	0 $0
Q2 2022 Sep 11, 2024	BUY	$73.41 - $88.38 $367 - $441	5 Added 0.2%	2,555 $204 Million
Q1 2022 Sep 11, 2024	BUY	$77.16 - $85.43 $308 - $341	4 Added 0.16%	2,550 $217 Million
Q4 2021 Sep 10, 2024	SELL	$70.85 - $78.57 $55,333 - $61,363	-781 Reduced 23.47%	2,546 $200 Million
Q3 2021 Sep 10, 2024	BUY	$73.02 - $80.05 $292 - $320	4 Added 0.12%	3,327 $243 Million
Q2 2021 Sep 10, 2024	BUY	$73.51 - $80.37 $48,516 - $53,044	660 Added 24.78%	3,323 $244 Million
Q1 2021 Sep 10, 2024	BUY	$68.0 - $76.7 $181,084 - $204,252	2,663 New	2,663 $202 Million

1,498

618M

5.64M

2.5M

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $44.8B
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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