Wealth Alliance Dominion Energy, Inc Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Dominion Energy, Inc stock. As of the latest transaction made, Wealth Alliance holds 10,482 shares of D stock, worth $561,730. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,482

Previous 20,003 47.6%

Holding current value

$561,730

Previous $980,000 38.27%

% of portfolio

0.07%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$48.01 - $58.53 $457,103 - $557,264	-9,521 Reduced 47.6%	10,482 $605,000
Q2 2024 Aug 09, 2024	SELL	$46.86 - $53.94 $135,237 - $155,670	-2,886 Reduced 12.61%	20,003 $980,000
Q1 2024 May 10, 2024	BUY	$44.15 - $49.19 $132,714 - $147,865	3,006 Added 15.12%	22,889 $1.13 Million
Q4 2023 Jan 30, 2024	SELL	$39.53 - $49.47 $55,262 - $69,159	-1,398 Reduced 6.57%	19,883 $934,000
Q3 2023 Nov 09, 2023	BUY	$44.14 - $54.45 $164,951 - $203,479	3,737 Added 21.3%	21,281 $950,000
Q2 2023 Aug 02, 2023	BUY	$49.02 - $58.68 $103,089 - $123,404	2,103 Added 13.62%	17,544 $908,000
Q1 2023 May 10, 2023	BUY	$52.22 - $63.64 $296,035 - $360,775	5,669 Added 58.01%	15,441 $863,000
Q4 2022 Feb 13, 2023	SELL	$57.96 - $71.5 $218,799 - $269,912	-3,775 Reduced 27.87%	9,772 $599,000
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $77,541 - $96,099	1,122 Added 9.03%	13,547 $937,000
Q2 2022 Oct 11, 2022	BUY	$73.41 - $88.38 $46,101 - $55,502	628 Added 5.32%	12,425 $992,000
Q2 2022 Aug 15, 2022	SELL	$73.41 - $88.38 $22,977 - $27,662	-313 Reduced 2.58%	11,797 $942,000
Q1 2022 May 10, 2022	BUY	$77.16 - $85.43 $109,104 - $120,798	1,414 Added 13.22%	12,110 $1.03 Million
Q4 2021 Feb 14, 2022	SELL	$70.85 - $78.57 $29,827 - $33,077	-421 Reduced 3.79%	10,696 $840,000
Q3 2021 Nov 12, 2021	BUY	$73.02 - $80.05 $209,640 - $229,823	2,871 Added 34.82%	11,117 $812,000
Q2 2021 Aug 16, 2021	BUY	$73.51 - $80.37 $71,231 - $77,878	969 Added 13.32%	8,246 $607,000
Q1 2021 May 18, 2021	SELL	$68.0 - $76.7 $16,728 - $18,868	-246 Reduced 3.27%	7,277 $553,000
Q4 2020 Feb 11, 2021	BUY	$73.5 - $86.07 $30,282 - $35,460	412 Added 5.79%	7,523 $565,000
Q3 2020 Nov 13, 2020	SELL	$73.58 - $82.69 $281,222 - $316,041	-3,822 Reduced 34.96%	7,111 $561,000
Q2 2020 Aug 14, 2020	SELL	$69.55 - $87.0 $2,642 - $3,306	-38 Reduced 0.35%	10,933 $888,000
Q1 2020 May 15, 2020	BUY	$59.39 - $89.8 $651,567 - $985,195	10,971 New	10,971 $792,000

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

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...

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