United Capital Financial Advisers, LLC Dominion Energy, Inc Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 35,426 shares of D stock, worth $1.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,426
Previous 36,106 1.88%
Holding current value
$1.9 Million
Previous $1.77 Million 15.72%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$48.01 - $58.53 $32,646 - $39,800
-680 Reduced 1.88%
35,426 $2.05 Million
Q2 2024

Aug 14, 2024
SELL
$46.86 - $53.94 $9,793 - $11,273
-209 Reduced 0.58%
36,106 $1.77 Million
Q1 2024

May 15, 2024
BUY
$44.15 - $49.19 $307,857 - $343,001
6,973 Added 23.76%
36,315 $1.79 Million
Q4 2023

Feb 14, 2024
BUY
$39.53 - $49.47 $476,059 - $595,767
12,043 Added 69.62%
29,342 $1.38 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $54.45 $291,897 - $360,077
-6,613 Reduced 27.66%
17,299 $772,000
Q2 2023

Aug 14, 2023
SELL
$49.02 - $58.68 $327,747 - $392,334
-6,686 Reduced 21.85%
23,912 $1.24 Million
Q1 2023

Aug 14, 2023
BUY
$52.22 - $63.64 $349,142 - $425,497
6,686 Added 27.96%
30,598 $1.71 Million
Q1 2023

May 15, 2023
SELL
$52.22 - $63.64 $260,630 - $317,627
-4,991 Reduced 14.02%
30,598 $1.71 Million
Q4 2022

Feb 14, 2023
SELL
$57.96 - $71.5 $521,524 - $643,357
-8,998 Reduced 20.18%
35,589 $2.18 Million
Q3 2022

Nov 14, 2022
SELL
$69.11 - $85.65 $199,451 - $247,185
-2,886 Reduced 6.08%
44,587 $3.08 Million
Q2 2022

Aug 11, 2022
BUY
$73.41 - $88.38 $576,121 - $693,606
7,848 Added 19.81%
47,473 $3.79 Million
Q1 2022

May 16, 2022
SELL
$77.16 - $85.43 $252,236 - $279,270
-3,269 Reduced 7.62%
39,625 $3.37 Million
Q4 2021

Feb 14, 2022
BUY
$70.85 - $78.57 $14,382 - $15,949
203 Added 0.48%
42,894 $3.37 Million
Q3 2021

Nov 15, 2021
SELL
$73.02 - $80.05 $589,782 - $646,563
-8,077 Reduced 15.91%
42,691 $3.12 Million
Q2 2021

Aug 13, 2021
BUY
$73.51 - $80.37 $124,746 - $136,387
1,697 Added 3.46%
50,768 $3.74 Million
Q1 2021

May 14, 2021
SELL
$68.0 - $76.7 $529,516 - $597,262
-7,787 Reduced 13.7%
49,071 $3.73 Million
Q4 2020

Feb 17, 2021
SELL
$73.5 - $86.07 $72,324 - $84,692
-984 Reduced 1.7%
56,858 $4.28 Million
Q3 2020

Nov 13, 2020
SELL
$73.58 - $82.69 $337,290 - $379,050
-4,584 Reduced 7.34%
57,842 $4.57 Million
Q2 2020

Aug 13, 2020
BUY
$69.55 - $87.0 $8,485 - $10,614
122 Added 0.2%
62,426 $5.07 Million
Q1 2020

May 15, 2020
SELL
$59.39 - $89.8 $335,909 - $507,908
-5,656 Reduced 8.32%
62,304 $4.5 Million
Q4 2019

Feb 14, 2020
BUY
$79.62 - $83.46 $144,669 - $151,646
1,817 Added 2.75%
67,960 $5.63 Million
Q3 2019

Nov 14, 2019
BUY
$74.29 - $81.04 $358,523 - $391,099
4,826 Added 7.87%
66,143 $5.36 Million
Q2 2019

Aug 13, 2019
BUY
$73.31 - $79.22 $38,121 - $41,194
520 Added 0.86%
61,317 $4.74 Million
Q1 2019

May 14, 2019
BUY
$67.97 - $77.04 $898,087 - $1.02 Million
13,213 Added 27.77%
60,797 $4.66 Million
Q4 2018

Feb 14, 2019
BUY
$69.89 - $76.92 $223,298 - $245,759
3,195 Added 7.2%
47,584 $3.4 Million
Q3 2018

Nov 14, 2018
BUY
$68.08 - $72.45 $257,614 - $274,150
3,784 Added 9.32%
44,389 $3.12 Million
Q2 2018

Aug 14, 2018
BUY
$61.75 - $68.47 $151,966 - $168,504
2,461 Added 6.45%
40,605 $2.77 Million
Q1 2018

May 15, 2018
BUY
$67.3 - $80.28 $2.57 Million - $3.06 Million
38,144 New
38,144 $2.57 Million
Q4 2017

Feb 13, 2018
SELL
$75.95 - $84.91 $3.29 Million - $3.68 Million
-43,301 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$76.78 - $80.24 $1.31 Million - $1.37 Million
17,063 Added 65.03%
43,301 $3.33 Million
Q2 2017

Aug 14, 2017
BUY
N/A
26,238
26,238 $2.01 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

D Quotes by TradingView
  • 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
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