Wealthspire Advisors, LLC Dominion Energy, Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,033 shares of D stock, worth $867,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,033

Previous 7,961 88.83%

Holding current value

$867,554

Previous $390,000 122.56%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$48.01 - $58.53 $339,526 - $413,924	7,072 Added 88.83%	15,033 $868,000
Q2 2024 Aug 08, 2024	BUY	$46.86 - $53.94 $23,289 - $26,808	497 Added 6.66%	7,961 $390,000
Q1 2024 May 06, 2024	SELL	$44.15 - $49.19 $51,214 - $57,060	-1,160 Reduced 13.45%	7,464 $367,000
Q4 2023 Feb 06, 2024	SELL	$39.53 - $49.47 $246,588 - $308,593	-6,238 Reduced 41.97%	8,624 $405,000
Q3 2023 Nov 06, 2023	BUY	$44.14 - $54.45 $39,990 - $49,331	906 Added 6.49%	14,862 $663,000
Q2 2023 Jul 31, 2023	SELL	$49.02 - $58.68 $59,069 - $70,709	-1,205 Reduced 7.95%	13,956 $722,000
Q1 2023 May 09, 2023	BUY	$52.22 - $63.64 $21,775 - $26,537	417 Added 2.83%	15,161 $847,000
Q4 2022 Feb 13, 2023	BUY	$57.96 - $71.5 $44,919 - $55,412	775 Added 5.55%	14,744 $904,000
Q3 2022 Nov 14, 2022	BUY	$69.11 - $85.65 $279,411 - $346,282	4,043 Added 40.73%	13,969 $965,000
Q2 2022 Aug 09, 2022	BUY	$73.41 - $88.38 $51,387 - $61,866	700 Added 7.59%	9,926 $792,000
Q1 2022 May 09, 2022	SELL	$77.16 - $85.43 $459,410 - $508,650	-5,954 Reduced 39.22%	9,226 $784,000
Q4 2021 Feb 14, 2022	BUY	$70.85 - $78.57 $239,047 - $265,095	3,374 Added 28.58%	15,180 $1.19 Million
Q3 2021 Nov 15, 2021	BUY	$73.02 - $80.05 $168,311 - $184,515	2,305 Added 24.26%	11,806 $862,000
Q2 2021 Aug 13, 2021	SELL	$73.51 - $80.37 $1.18 Million - $1.29 Million	-16,043 Reduced 62.81%	9,501 $699,000
Q1 2021 May 17, 2021	BUY	$68.0 - $76.7 $917,388 - $1.03 Million	13,491 Added 111.93%	25,544 $1.94 Million
Q4 2020 Feb 16, 2021	BUY	$73.5 - $86.07 $336,850 - $394,458	4,583 Added 61.35%	12,053 $906,000
Q3 2020 Nov 16, 2020	SELL	$73.58 - $82.69 $1,103 - $1,240	-15 Reduced 0.2%	7,470 $590,000
Q2 2020 Aug 14, 2020	SELL	$69.55 - $87.0 $348,793 - $436,305	-5,015 Reduced 40.12%	7,485 $608,000
Q1 2020 May 12, 2020	BUY	$59.39 - $89.8 $500,301 - $756,475	8,424 Added 206.67%	12,500 $902,000
Q4 2019 Feb 14, 2020	BUY	$79.62 - $83.46 $95,544 - $100,151	1,200 Added 41.72%	4,076 $338,000
Q3 2019 Nov 12, 2019	BUY	$74.29 - $81.04 $213,658 - $233,071	2,876 New	2,876 $233,000
Q1 2019 May 08, 2019	SELL	$67.97 - $77.04 $35,412 - $40,137	-521 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$69.89 - $76.92 $36,412 - $40,075	521 New	521 $37,000

Others Institutions Holding D

# of Institutions

1,498

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 $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...

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Wealthspire Advisors, LLC Dominion Energy, Inc Transaction History