Walled Lake Planning & Wealth Management, LLC Dominion Energy, Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$70.85 - $78.57 $12,965 - $14,378	-183 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$73.02 - $80.05 $3,212 - $3,522	-44 Reduced 19.38%	183 $13,000
Q1 2021 May 17, 2021	BUY	$68.0 - $76.7 $68 - $76	1 Added 0.44%	227 $17,000
Q4 2020 Feb 19, 2021	SELL	$73.5 - $86.07 $1,396 - $1,635	-19 Reduced 7.76%	226 $17,000
Q3 2020 Nov 13, 2020	SELL	$73.58 - $82.69 $4.45 Million - $5 Million	-60,467 Reduced 99.6%	245 $19,000
Q2 2020 Aug 18, 2020	SELL	$69.55 - $87.0 $44,094 - $55,158	-634 Reduced 1.03%	60,712 $4.93 Million
Q1 2020 May 15, 2020	SELL	$59.39 - $89.8 $64,913 - $98,151	-1,093 Reduced 1.75%	61,346 $4.43 Million
Q4 2019 May 15, 2020	BUY	$79.62 - $83.46 $4.97 Million - $5.21 Million	62,439 New	62,439 $5.17 Million

Others Institutions Holding D

# of Institutions

1,417

Shares Held

625M

Call Options Held

5.21M

Put Options Held

2.18M

Vanguard Group Inc Valley Forge, PA

87.9M
Shares

$5.12 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.57 Billion
0.07% of portfolio
State Street Corp Boston, MA

42.9M
Shares

$2.5 Billion
0.09% of portfolio
Massachusetts Financial Services CO Boston, MA

29.6M
Shares

$1.73 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

27.4M
Shares

$1.6 Billion
0.12% of portfolio

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...

More about D

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