Tandem Investment Advisors, Inc. Dominion Energy, Inc Transaction History

Tandem Investment Advisors, Inc.

$2.64 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$69.11 - $85.65 $100,209 - $124,192	1,450 Added 55.56%	4,060 $281,000
Q2 2022 Sep 14, 2022	SELL	$73.41 - $88.38 $7,267 - $8,749	-99 Reduced 3.65%	2,610 $208,000
Q1 2022 May 02, 2022	SELL	$77.16 - $85.43 $42,900 - $47,499	-556 Reduced 17.03%	2,709 $230,000
Q4 2021 Jan 20, 2022	BUY	$70.85 - $78.57 $231,325 - $256,531	3,265 New	3,265 $256,000
Q1 2021 Apr 13, 2021	SELL	$68.0 - $76.7 $347,412 - $391,860	-5,109 Closed	0 $0
Q4 2020 Jan 13, 2021	SELL	$73.5 - $86.07 $67,693 - $79,270	-921 Reduced 15.27%	5,109 $384,000
Q3 2020 Oct 14, 2020	SELL	$73.58 - $82.69 $25.2 Million - $28.3 Million	-341,850 Reduced 98.27%	6,030 $476,000
Q2 2020 Jul 30, 2020	BUY	$69.55 - $87.0 $1.99 Million - $2.49 Million	28,649 Added 8.97%	347,880 $28.2 Million
Q1 2020 Apr 14, 2020	BUY	$59.39 - $89.8 $2.04 Million - $3.09 Million	34,368 Added 12.06%	319,231 $23 Million
Q4 2019 Jan 15, 2020	BUY	$79.62 - $83.46 $1.33 Million - $1.39 Million	16,687 Added 6.22%	284,863 $23.6 Million
Q3 2019 Oct 22, 2019	BUY	$74.29 - $81.04 $791,559 - $863,481	10,655 Added 4.14%	268,176 $21.7 Million
Q2 2019 Jul 17, 2019	BUY	$73.31 - $79.22 $2.72 Million - $2.94 Million	37,049 Added 16.8%	257,521 $19.9 Million
Q1 2019 Apr 15, 2019	BUY	$67.97 - $77.04 $1.92 Million - $2.18 Million	28,245 Added 14.69%	220,472 $16.9 Million
Q4 2018 Jan 25, 2019	BUY	$69.89 - $76.92 $1.14 Million - $1.26 Million	16,380 Added 9.31%	192,227 $13.7 Million
Q3 2018 Oct 15, 2018	BUY	$68.08 - $72.45 $618,779 - $658,498	9,089 Added 5.45%	175,847 $12.4 Million
Q2 2018 Jul 05, 2018	BUY	$61.75 - $68.47 $1.44 Million - $1.59 Million	23,283 Added 16.23%	166,758 $11.4 Million
Q1 2018 Apr 03, 2018	BUY	$67.3 - $80.28 $6.05 Million - $7.22 Million	89,891 Added 167.76%	143,475 $9.67 Million
Q4 2017 Jan 09, 2018	BUY	$75.95 - $84.91 $4.07 Million - $4.55 Million	53,584	53,584 $4.34 Million

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

Vanguard Group Inc Valley Forge, PA

88.8M
Shares

$4.76 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.28 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.3M
Shares

$2.37 Billion
0.11% of portfolio
Massachusetts Financial Services CO Boston, MA

29.5M
Shares

$1.58 Billion
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

28.6M
Shares

$1.53 Billion
0.14% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $44.6B
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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