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 18,034 shares of D stock, worth $887,453. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,034
Previous 8,681 107.74%
Holding current value
$887,453
Previous $408,000 117.4%
% of portfolio
0.09%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $41B
  • 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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