Visionary Wealth Advisors Dominion Energy, Inc Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, Visionary Wealth Advisors holds 4,274 shares of D stock, worth $248,917. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,274

Previous 4,847 11.82%

Holding current value

$248,917

Previous $238,000 12.18%

% of portfolio

0.01%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$46.86 - $53.94 $26,850 - $30,907	-573 Reduced 11.82%	4,274 $209,000
Q1 2024 May 15, 2024	SELL	$44.15 - $49.19 $31,390 - $34,974	-711 Reduced 12.79%	4,847 $238,000
Q4 2023 Feb 14, 2024	SELL	$39.53 - $49.47 $106,849 - $133,717	-2,703 Reduced 32.72%	5,558 $261,000
Q3 2023 Nov 13, 2023	SELL	$44.14 - $54.45 $3.92 Million - $4.83 Million	-88,780 Reduced 91.49%	8,261 $369,000
Q2 2023 Aug 11, 2023	BUY	$49.02 - $58.68 $102,451 - $122,641	2,090 Added 2.2%	97,041 $5.03 Million
Q1 2023 May 15, 2023	BUY	$52.22 - $63.64 $1.11 Million - $1.36 Million	21,323 Added 28.96%	94,951 $5.31 Million
Q4 2022 Feb 13, 2023	BUY	$57.96 - $71.5 $323,532 - $399,113	5,582 Added 8.2%	73,628 $4.52 Million
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $244,580 - $303,115	3,539 Added 5.49%	68,046 $4.7 Million
Q2 2022 Aug 12, 2022	BUY	$73.41 - $88.38 $412,711 - $496,872	5,622 Added 9.55%	64,507 $5.15 Million
Q1 2022 May 12, 2022	BUY	$77.16 - $85.43 $508,484 - $562,983	6,590 Added 12.6%	58,885 $5 Million
Q4 2021 Feb 14, 2022	BUY	$70.85 - $78.57 $182,438 - $202,317	2,575 Added 5.18%	52,295 $4.11 Million
Q3 2021 Nov 12, 2021	BUY	$73.02 - $80.05 $64,257 - $70,444	880 Added 1.8%	49,720 $3.63 Million
Q2 2021 Aug 13, 2021	BUY	$73.51 - $80.37 $144,961 - $158,489	1,972 Added 4.21%	48,840 $3.59 Million
Q1 2021 May 18, 2021	BUY	$68.0 - $76.7 $401,268 - $452,606	5,901 Added 14.4%	46,868 $3.56 Million
Q4 2020 Feb 16, 2021	BUY	$73.5 - $86.07 $192,129 - $224,986	2,614 Added 6.82%	40,967 $3.08 Million
Q3 2020 Nov 16, 2020	BUY	$73.58 - $82.69 $190,866 - $214,497	2,594 Added 7.25%	38,353 $3.03 Million
Q2 2020 Aug 14, 2020	BUY	$69.55 - $87.0 $119,208 - $149,118	1,714 Added 5.03%	35,759 $2.9 Million
Q1 2020 May 15, 2020	BUY	$59.39 - $89.8 $108,208 - $163,615	1,822 Added 5.65%	34,045 $2.46 Million
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $2.57 Million - $2.69 Million	32,223 New	32,223 $2.67 Million

Others Institutions Holding D

# of Institutions

1,416

Shares Held

625M

Call Options Held

5.21M

Put Options Held

2.18M

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $48.5B
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...

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Visionary Wealth Advisors Dominion Energy, Inc Transaction History