Welch & Forbes LLC Dominion Energy, Inc Transaction History

Welch & Forbes LLC

$7.64 Billion
Q4 2024

A detailed history of Welch & Forbes LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Welch & Forbes LLC holds 3,970 shares of D stock, worth $215,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,970

Previous 3,970 -0.0%

Holding current value

$215,888

Previous $229,000 6.99%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$48.01 - $58.53 $190,599 - $232,364	3,970 New	3,970 $229,000
Q1 2024 May 02, 2024	SELL	$44.15 - $49.19 $2,207 - $2,459	-50 Reduced 1.17%	4,223 $207,000
Q4 2023 Feb 06, 2024	SELL	$39.53 - $49.47 $56,844 - $71,137	-1,438 Reduced 25.18%	4,273 $200,000
Q3 2023 Nov 02, 2023	SELL	$44.14 - $54.45 $18,362 - $22,651	-416 Reduced 6.79%	5,711 $255,000
Q2 2023 Jul 28, 2023	SELL	$49.02 - $58.68 $42,500 - $50,875	-867 Reduced 12.4%	6,127 $317,000
Q1 2023 Apr 14, 2023	SELL	$52.22 - $63.64 $18,538 - $22,592	-355 Reduced 4.83%	6,994 $391,000
Q4 2022 Feb 02, 2023	SELL	$57.96 - $71.5 $33,269 - $41,041	-574 Reduced 7.24%	7,349 $450,000
Q3 2022 Oct 28, 2022	BUY	$69.11 - $85.65 $28,058 - $34,773	406 Added 5.4%	7,923 $547,000
Q2 2022 Jul 22, 2022	BUY	$73.41 - $88.38 $10,571 - $12,726	144 Added 1.95%	7,517 $599,000
Q1 2022 Apr 25, 2022	BUY	$77.16 - $85.43 $169,752 - $187,946	2,200 Added 42.53%	7,373 $626,000
Q4 2021 Jan 19, 2022	BUY	$70.85 - $78.57 $3,400 - $3,771	48 Added 0.94%	5,173 $407,000
Q3 2021 Oct 13, 2021	SELL	$73.02 - $80.05 $31,617 - $34,661	-433 Reduced 7.79%	5,125 $374,000
Q2 2021 Jul 22, 2021	BUY	$73.51 - $80.37 $24,111 - $26,361	328 Added 6.27%	5,558 $409,000
Q1 2021 Apr 14, 2021	BUY	$68.0 - $76.7 $9,928 - $11,198	146 Added 2.87%	5,230 $397,000
Q3 2019 Oct 11, 2019	SELL	$74.29 - $81.04 $14,858 - $16,208	-200 Reduced 3.79%	5,084 $412,000
Q2 2019 Jul 12, 2019	BUY	$73.31 - $79.22 $109,965 - $118,830	1,500 Added 39.64%	5,284 $409,000
Q1 2019 Apr 29, 2019	BUY	$67.97 - $77.04 $17,196 - $19,491	253 Added 7.17%	3,784 $290,000
Q3 2018 Oct 17, 2018	SELL	$68.08 - $72.45 $112,332 - $119,542	-1,650 Reduced 31.85%	3,531 $248,000
Q2 2018 Jul 16, 2018	BUY	$61.75 - $68.47 $49,153 - $54,502	796 Added 18.15%	5,181 $353,000
Q1 2018 Apr 12, 2018	SELL	$67.3 - $80.28 $35,736 - $42,628	-531 Reduced 10.8%	4,385 $296,000
Q3 2017 Nov 13, 2017	BUY	$76.78 - $80.24 $377,450 - $394,459	4,916	4,916 $378,000

Others Institutions Holding D

# of Institutions

1,486

Shares Held

618M

Call Options Held

5.63M

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 $45.3B
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 Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Account