Valeo Financial Advisors, LLC Dominion Energy, Inc Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 15,410 shares of D stock, worth $833,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,410
Previous 15,736 2.07%
Holding current value
$833,681
Previous $909,000 8.8%
% of portfolio
0.02%
Previous 0.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$52.63 - $60.92 $17,157 - $19,859
-326 Reduced 2.07%
15,410 $829,000
Q3 2024

Oct 10, 2024
SELL
$48.01 - $58.53 $131,979 - $160,898
-2,749 Reduced 14.87%
15,736 $909,000
Q2 2024

Jul 10, 2024
SELL
$46.86 - $53.94 $16,119 - $18,555
-344 Reduced 1.83%
18,485 $905,000
Q1 2024

Apr 25, 2024
BUY
$44.15 - $49.19 $2,030 - $2,262
46 Added 0.24%
18,829 $926,000
Q1 2024

Apr 19, 2024
BUY
$44.15 - $49.19 $343,133 - $382,304
7,772 Added 70.58%
18,783 $923,000
Q4 2023

Jan 29, 2024
SELL
$39.53 - $49.47 $417,832 - $522,897
-10,570 Reduced 48.98%
11,011 $517,000
Q3 2023

Oct 19, 2023
BUY
$44.14 - $54.45 $254,422 - $313,849
5,764 Added 36.44%
21,581 $964,000
Q2 2023

Jul 14, 2023
SELL
$49.02 - $58.68 $789,123 - $944,630
-16,098 Reduced 50.44%
15,817 $819,000
Q1 2023

Apr 17, 2023
BUY
$52.22 - $63.64 $227,679 - $277,470
4,360 Added 15.82%
31,915 $1.78 Million
Q4 2022

Feb 09, 2023
BUY
$57.96 - $71.5 $779,967 - $962,175
13,457 Added 95.45%
27,555 $1.69 Million
Q3 2022

Oct 31, 2022
BUY
$69.11 - $85.65 $22,253 - $27,579
322 Added 2.34%
14,098 $974,000
Q2 2022

Aug 03, 2022
SELL
$73.41 - $88.38 $803,472 - $967,319
-10,945 Reduced 44.27%
13,776 $1.1 Million
Q1 2022

Apr 28, 2022
BUY
$77.16 - $85.43 $810,257 - $897,100
10,501 Added 73.85%
24,721 $2.1 Million
Q4 2021

Jan 07, 2022
SELL
$70.85 - $78.57 $97,418 - $108,033
-1,375 Reduced 8.82%
14,220 $1.12 Million
Q3 2021

Nov 02, 2021
BUY
$73.02 - $80.05 $783,431 - $858,856
10,729 Added 220.49%
15,595 $1.14 Million
Q2 2021

Jul 22, 2021
SELL
$73.51 - $80.37 $1.2 Million - $1.31 Million
-16,358 Reduced 77.07%
4,866 $358,000
Q1 2021

Apr 12, 2021
SELL
$68.0 - $76.7 $270,028 - $304,575
-3,971 Reduced 15.76%
21,224 $1.61 Million
Q4 2020

Feb 11, 2021
BUY
$73.5 - $86.07 $25,798 - $30,210
351 Added 1.41%
25,195 $1.9 Million
Q3 2020

Oct 28, 2020
SELL
$73.58 - $82.69 $78,289 - $87,982
-1,064 Reduced 4.11%
24,844 $1.96 Million
Q2 2020

Jul 20, 2020
SELL
$69.55 - $87.0 $294,266 - $368,097
-4,231 Reduced 14.04%
25,908 $2.1 Million
Q1 2020

Apr 13, 2020
SELL
$59.39 - $89.8 $62,597 - $94,649
-1,054 Reduced 3.38%
30,139 $2.46 Million
Q4 2019

Jan 24, 2020
BUY
$79.62 - $83.46 $2.48 Million - $2.6 Million
31,193 New
31,193 $2.58 Million
Q3 2019

Oct 15, 2019
SELL
$74.29 - $81.04 $134,390 - $146,601
-1,809 Closed
0 $0
Q2 2019

Jul 10, 2019
SELL
$73.31 - $79.22 $30,936 - $33,430
-422 Reduced 18.92%
1,809 $140,000
Q1 2019

Apr 12, 2019
BUY
$67.97 - $77.04 $9,243 - $10,477
136 Added 6.49%
2,231 $171,000
Q4 2018

Jan 30, 2019
SELL
$69.89 - $76.92 $46,616 - $51,305
-667 Reduced 24.15%
2,095 $150,000
Q3 2018

Nov 01, 2018
SELL
$68.08 - $72.45 $58,004 - $61,727
-852 Reduced 23.57%
2,762 $199,000
Q2 2018

Aug 14, 2018
BUY
$61.75 - $68.47 $9,447 - $10,475
153 Added 4.42%
3,614 $252,000
Q1 2018

Apr 12, 2018
BUY
$67.3 - $80.28 $158,289 - $188,818
2,352 Added 212.08%
3,461 $233,000
Q4 2017

Feb 09, 2018
BUY
$75.95 - $84.91 $36,835 - $41,181
485 Added 77.72%
1,109 $90,000
Q3 2017

Nov 14, 2017
BUY
$76.78 - $80.24 $47,910 - $50,069
624
624 $48,000

Others Institutions Holding D

# of Institutions
1,486
Shares Held
616M
Call Options Held
5.63M
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 $45B
  • 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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