A detailed history of Valmark Advisers, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,451 shares of D stock, worth $544,661. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,451
Previous 8,812 7.25%
Holding current value
$544,661
Previous $431,000 26.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$48.01 - $58.53 $30,678 - $37,400
639 Added 7.25%
9,451 $546,000
Q2 2024

Jul 31, 2024

SELL
$46.86 - $53.94 $3,795 - $4,369
-81 Reduced 0.91%
8,812 $431,000
Q1 2024

May 03, 2024

SELL
$44.15 - $49.19 $27,549 - $30,694
-624 Reduced 6.56%
8,893 $437,000
Q4 2023

Feb 02, 2024

BUY
$39.53 - $49.47 $112,383 - $140,643
2,843 Added 42.6%
9,517 $447,000
Q3 2023

Nov 07, 2023

BUY
$44.14 - $54.45 $11,035 - $13,612
250 Added 3.89%
6,674 $298,000
Q2 2023

Aug 02, 2023

SELL
$49.02 - $58.68 $6,666 - $7,980
-136 Reduced 2.07%
6,424 $332,000
Q1 2023

May 01, 2023

BUY
$52.22 - $63.64 $4,960 - $6,045
95 Added 1.47%
6,560 $366,000
Q4 2022

Feb 06, 2023

BUY
$57.96 - $71.5 $374,711 - $462,247
6,465 New
6,465 $396,000
Q3 2021

Nov 09, 2021

SELL
$73.02 - $80.05 $224,244 - $245,833
-3,071 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$73.51 - $80.37 $225,749 - $246,816
3,071 New
3,071 $226,000
Q4 2019

Jan 31, 2020

SELL
$79.62 - $83.46 $256,615 - $268,991
-3,223 Closed
0 $0
Q3 2019

Nov 06, 2019

BUY
$74.29 - $81.04 $42,716 - $46,598
575 Added 21.71%
3,223 $261,000
Q1 2019

May 10, 2019

BUY
$67.97 - $77.04 $179,984 - $204,001
2,648 New
2,648 $203,000

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 $48B
  • 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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