Taylor Hoffman Wealth Management Dominion Energy, Inc Transaction History

Taylor Hoffman Wealth Management

$243 Million
Q2 2024

A detailed history of Taylor Hoffman Wealth Management transactions in Dominion Energy, Inc stock. As of the latest transaction made, Taylor Hoffman Wealth Management holds 16,836 shares of D stock, worth $886,078. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,836

Previous 16,836 -0.0%

Holding current value

$886,078

Previous $828,000 0.48%

% of portfolio

0.34%

Previous 0.36%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$44.15 - $49.19 $51,214 - $57,060	-1,160 Reduced 6.45%	16,836 $828,000
Q4 2023 Feb 08, 2024	SELL	$39.53 - $49.47 $18,460 - $23,102	-467 Reduced 2.53%	17,996 $845,000
Q3 2023 Nov 13, 2023	SELL	$44.14 - $54.45 $3,531 - $4,356	-80 Reduced 0.43%	18,463 $824,000
Q2 2023 Aug 11, 2023	BUY	$49.02 - $58.68 $13,774 - $16,489	281 Added 1.54%	18,543 $960,000
Q1 2023 May 11, 2023	BUY	$52.22 - $63.64 $212,692 - $259,205	4,073 Added 28.71%	18,262 $1.02 Million
Q4 2022 Feb 14, 2023	SELL	$57.96 - $71.5 $1.55 Million - $1.92 Million	-26,825 Reduced 65.4%	14,189 $870,000
Q3 2022 Nov 14, 2022	SELL	$69.11 - $85.65 $3,524 - $4,368	-51 Reduced 0.12%	41,014 $2.83 Million
Q1 2022 May 13, 2022	BUY	$77.16 - $85.43 $7,870 - $8,713	102 Added 0.25%	41,065 $3.49 Million
Q4 2021 Feb 10, 2022	BUY	$70.85 - $78.57 $175,778 - $194,932	2,481 Added 6.45%	40,963 $3.22 Million
Q3 2021 Nov 12, 2021	SELL	$73.02 - $80.05 $269,589 - $295,544	-3,692 Reduced 8.75%	38,482 $2.78 Million
Q2 2021 Aug 06, 2021	SELL	$73.51 - $80.37 $652,915 - $713,846	-8,882 Reduced 17.4%	42,174 $3.1 Million
Q1 2021 May 10, 2021	SELL	$68.0 - $76.7 $86,496 - $97,562	-1,272 Reduced 2.43%	51,056 $3.88 Million
Q4 2020 Feb 05, 2021	SELL	$73.5 - $86.07 $735 - $860	-10 Reduced 0.02%	52,328 $3.94 Million
Q3 2020 Oct 29, 2020	SELL	$73.58 - $82.69 $44,148 - $49,614	-600 Reduced 1.13%	52,338 $4.13 Million
Q2 2020 Aug 11, 2020	BUY	$69.55 - $87.0 $485,667 - $607,521	6,983 Added 15.2%	52,938 $4.3 Million
Q1 2020 May 12, 2020	SELL	$59.39 - $89.8 $417,689 - $631,563	-7,033 Reduced 13.27%	45,955 $3.32 Million
Q4 2019 Feb 11, 2020	BUY	$79.62 - $83.46 $16,720 - $17,526	210 Added 0.4%	52,988 $4.39 Million
Q3 2019 Nov 05, 2019	BUY	$74.29 - $81.04 $306,669 - $334,533	4,128 Added 8.49%	52,778 $4.28 Million
Q2 2019 Aug 05, 2019	SELL	$73.31 - $79.22 $373,661 - $403,784	-5,097 Reduced 9.48%	48,650 $3.76 Million
Q1 2019 May 09, 2019	BUY	$67.97 - $77.04 $220,766 - $250,225	3,248 Added 6.43%	53,747 $4.12 Million
Q4 2018 Jul 11, 2019	SELL	$69.89 - $76.92 $727,554 - $800,737	-10,410 Reduced 17.09%	50,499 $3.61 Million
Q4 2018 Feb 01, 2019	BUY	$69.89 - $76.92 $482,101 - $530,594	6,898 Added 12.77%	60,909 $4.34 Million
Q3 2018 Oct 25, 2018	BUY	$68.08 - $72.45 $52,217 - $55,569	767 Added 1.44%	54,011 $3.8 Million
Q2 2018 Jul 31, 2018	BUY	$61.75 - $68.47 $4,631 - $5,135	75 Added 0.14%	53,244 $3.63 Million
Q1 2018 May 10, 2018	BUY	$67.3 - $80.28 $310,926 - $370,893	4,620 Added 9.52%	53,169 $3.59 Million
Q4 2017 Feb 14, 2018	BUY	$75.95 - $84.91 $2.22 Million - $2.49 Million	29,270 Added 151.82%	48,549 $3.94 Million
Q4 2017 Feb 09, 2018	BUY	$75.95 - $84.91 $1.46 Million - $1.64 Million	19,279	19,279 $1.56 Million

Others Institutions Holding D

# of Institutions

1,499

Shares Held

619M

Call Options Held

5.64M

Put Options Held

2.5M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $43.8B
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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Taylor Hoffman Wealth Management Dominion Energy, Inc Transaction History