A detailed history of United Asset Strategies, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, United Asset Strategies, Inc. holds 16,860 shares of D stock, worth $903,527. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,860
Previous 16,049 5.05%
Holding current value
$903,527
Previous $786,000 23.92%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 28, 2024

BUY
$48.01 - $58.53 $38,936 - $47,467
811 Added 5.05%
16,860 $974,000
Q2 2024

Aug 01, 2024

SELL
$46.86 - $53.94 $93,017 - $107,070
-1,985 Reduced 11.01%
16,049 $786,000
Q1 2024

Apr 23, 2024

BUY
$44.15 - $49.19 $412,934 - $460,074
9,353 Added 107.74%
18,034 $887,000
Q4 2023

Jan 30, 2024

BUY
$39.53 - $49.47 $51,744 - $64,756
1,309 Added 17.76%
8,681 $408,000
Q3 2023

Nov 07, 2023

SELL
$44.14 - $54.45 $3,487 - $4,301
-79 Reduced 1.06%
7,372 $329,000
Q2 2023

Jul 25, 2023

BUY
$49.02 - $58.68 $28,529 - $34,151
582 Added 8.47%
7,451 $385,000
Q1 2023

Apr 25, 2023

SELL
$52.22 - $63.64 $4.11 Million - $5.01 Million
-78,786 Reduced 91.98%
6,869 $384,000
Q4 2022

Jan 26, 2023

SELL
$57.96 - $71.5 $2.45 Million - $3.03 Million
-42,346 Reduced 33.08%
85,655 $0
Q3 2022

Oct 24, 2022

BUY
$69.11 - $85.65 $27,298 - $33,831
395 Added 0.31%
128,001 $8.85 Million
Q2 2022

Aug 15, 2022

BUY
$73.41 - $88.38 $83,467 - $100,488
1,137 Added 0.9%
127,606 $10.2 Million
Q1 2022

Apr 29, 2022

SELL
$77.16 - $85.43 $698,529 - $773,397
-9,053 Reduced 6.68%
126,469 $10.7 Million
Q4 2021

Jan 31, 2022

SELL
$70.85 - $78.57 $242,377 - $268,787
-3,421 Reduced 2.46%
135,522 $10.6 Million
Q3 2021

Oct 21, 2021

BUY
$73.02 - $80.05 $675,727 - $740,782
9,254 Added 7.14%
138,943 $10.1 Million
Q2 2021

Jul 19, 2021

BUY
$73.51 - $80.37 $512,070 - $559,857
6,966 Added 5.68%
129,689 $9.54 Million
Q1 2021

Apr 27, 2021

BUY
$68.0 - $76.7 $430,236 - $485,280
6,327 Added 5.44%
122,723 $9.32 Million
Q4 2020

Feb 05, 2021

SELL
$73.5 - $86.07 $113,851 - $133,322
-1,549 Reduced 1.31%
116,396 $8.75 Million
Q3 2020

Nov 03, 2020

BUY
$73.58 - $82.69 $1.49 Million - $1.68 Million
20,282 Added 20.77%
117,945 $9.31 Million
Q2 2020

Aug 03, 2020

BUY
$69.55 - $87.0 $242,520 - $303,369
3,487 Added 3.7%
97,663 $7.93 Million
Q1 2020

May 08, 2020

BUY
$59.39 - $89.8 $957,604 - $1.45 Million
16,124 Added 20.66%
94,176 $6.8 Million
Q4 2019

Feb 12, 2020

BUY
$79.62 - $83.46 $148,969 - $156,153
1,871 Added 2.46%
78,052 $6.46 Million
Q3 2019

Nov 01, 2019

BUY
$74.29 - $81.04 $99,251 - $108,269
1,336 Added 1.79%
76,181 $6.17 Million
Q2 2019

Jul 31, 2019

BUY
$73.31 - $79.22 $48,971 - $52,918
668 Added 0.9%
74,845 $5.79 Million
Q1 2019

May 02, 2019

SELL
$67.97 - $77.04 $3.8 Million - $4.31 Million
-55,914 Reduced 42.98%
74,177 $5.69 Million
Q4 2018

Feb 11, 2019

BUY
$69.89 - $76.92 $8.87 Million - $9.76 Million
126,895 Added 3970.43%
130,091 $9.3 Million
Q2 2018

Aug 07, 2018

SELL
$61.75 - $68.47 $14,449 - $16,021
-234 Reduced 6.82%
3,196 $218,000
Q1 2018

May 14, 2018

BUY
$67.3 - $80.28 $11,171 - $13,326
166 Added 5.09%
3,430 $231,000
Q4 2017

Feb 09, 2018

BUY
$75.95 - $84.91 $247,900 - $277,146
3,264
3,264 $265,000

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 $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...
More about D
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.