Wealth Enhancement Advisory Services, LLC Dominion Energy, Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 108,112 shares of D stock, worth $5.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

108,112

Previous 113,639 4.86%

Holding current value

$5.69 Million

Previous $5.57 Million 12.19%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$48.01 - $58.53 $265,351 - $323,495	-5,527 Reduced 4.86%	108,112 $6.25 Million
Q2 2024 Jul 16, 2024	BUY	$46.86 - $53.94 $186,971 - $215,220	3,990 Added 3.64%	113,639 $5.57 Million
Q1 2024 Apr 15, 2024	BUY	$44.15 - $49.19 $338,630 - $377,287	7,670 Added 7.52%	109,649 $5.39 Million
Q4 2023 Jan 30, 2024	SELL	$39.53 - $49.47 $436,371 - $546,099	-11,039 Reduced 9.77%	101,979 $4.79 Million
Q3 2023 Nov 13, 2023	BUY	$44.14 - $54.45 $4.57 Million - $5.64 Million	103,515 Added 1089.29%	113,018 $5.05 Million
Q2 2023 Jul 21, 2023	BUY	$49.02 - $58.68 $465,837 - $557,636	9,503 New	9,503 $492,000
Q4 2022 Feb 01, 2023	SELL	$57.96 - $71.5 $266,326 - $328,542	-4,595 Reduced 8.2%	51,410 $3.15 Million
Q3 2022 Oct 17, 2022	BUY	$69.11 - $85.65 $939,343 - $1.16 Million	13,592 Added 32.05%	56,005 $3.61 Million
Q2 2022 Jul 18, 2022	BUY	$73.41 - $88.38 $3.11 Million - $3.75 Million	42,413 New	42,413 $3.37 Million
Q2 2020 Aug 10, 2020	SELL	$69.55 - $87.0 $2.81 Million - $3.51 Million	-40,372 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$59.39 - $89.8 $710,126 - $1.07 Million	11,957 Added 42.08%	40,372 $3.2 Million
Q4 2019 Feb 05, 2020	SELL	$79.62 - $83.46 $2.14 Million - $2.25 Million	-26,930 Reduced 48.66%	28,415 $2.35 Million
Q3 2019 Nov 06, 2019	BUY	$74.29 - $81.04 $3.03 Million - $3.31 Million	40,813 Added 280.85%	55,345 $4.53 Million
Q2 2019 Aug 02, 2019	BUY	$73.31 - $79.22 $1.07 Million - $1.15 Million	14,532 New	14,532 $1.09 Million
Q1 2019 Apr 30, 2019	SELL	$67.97 - $77.04 $1.64 Million - $1.86 Million	-24,081 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$69.89 - $76.92 $1.68 Million - $1.85 Million	24,081 New	24,081 $1.66 Million

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 $43.8B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Dominion Energy, Inc Transaction History