Wetherby Asset Management Inc Dominion Energy, Inc Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Dominion Energy, Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 11,424 shares of D stock, worth $671,160. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,424
Previous 11,587 1.41%
Holding current value
$671,160
Previous $567,000 16.4%
% of portfolio
0.03%
Previous 0.03%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$48.01 - $58.53 $7,825 - $9,540
-163 Reduced 1.41%
11,424 $660,000
Q2 2024

Aug 14, 2024
BUY
$46.86 - $53.94 $6,419 - $7,389
137 Added 1.2%
11,587 $567,000
Q1 2024

May 15, 2024
BUY
$44.15 - $49.19 $31,567 - $35,170
715 Added 6.66%
11,450 $563,000
Q4 2023

Feb 14, 2024
BUY
$39.53 - $49.47 $10,475 - $13,109
265 Added 2.53%
10,735 $504,000
Q3 2023

Nov 14, 2023
SELL
$44.14 - $54.45 $18,053 - $22,270
-409 Reduced 3.76%
10,470 $467,000
Q2 2023

Aug 14, 2023
BUY
$49.02 - $58.68 $58,578 - $70,122
1,195 Added 12.34%
10,879 $563,000
Q1 2023

May 12, 2023
BUY
$52.22 - $63.64 $22,245 - $27,110
426 Added 4.6%
9,684 $541,000
Q4 2022

Feb 14, 2023
SELL
$57.96 - $71.5 $203,265 - $250,750
-3,507 Reduced 27.47%
9,258 $567,000
Q3 2022

Nov 14, 2022
BUY
$69.11 - $85.65 $186,597 - $231,255
2,700 Added 26.83%
12,765 $882,000
Q2 2022

Aug 15, 2022
BUY
$73.41 - $88.38 $22,390 - $26,955
305 Added 3.13%
10,065 $803,000
Q1 2022

May 16, 2022
BUY
$77.16 - $85.43 $20,678 - $22,895
268 Added 2.82%
9,760 $829,000
Q4 2021

Feb 14, 2022
SELL
$70.85 - $78.57 $34,433 - $38,185
-486 Reduced 4.87%
9,492 $745,000
Q3 2021

Nov 15, 2021
SELL
$73.02 - $80.05 $39,576 - $43,387
-542 Reduced 5.15%
9,978 $728,000
Q2 2021

Aug 16, 2021
BUY
$73.51 - $80.37 $3,969 - $4,339
54 Added 0.52%
10,520 $774,000
Q1 2021

May 14, 2021
SELL
$68.0 - $76.7 $102,204 - $115,280
-1,503 Reduced 12.56%
10,466 $795,000
Q4 2020

Feb 11, 2021
SELL
$73.5 - $86.07 $81,658 - $95,623
-1,111 Reduced 8.49%
11,969 $900,000
Q3 2020

Dec 16, 2020
SELL
$73.58 - $82.69 $38,114 - $42,833
-518 Reduced 3.81%
13,080 $1.03 Million
Q3 2020

Nov 13, 2020
SELL
$73.58 - $82.69 $110,296 - $123,952
-1,499 Reduced 9.93%
13,598 $1.07 Million
Q2 2020

Aug 14, 2020
BUY
$69.55 - $87.0 $19,126 - $23,925
275 Added 1.86%
15,097 $1.23 Million
Q1 2020

May 06, 2020
BUY
$59.39 - $89.8 $139,328 - $210,670
2,346 Added 18.8%
14,822 $1.07 Million
Q4 2019

Jan 28, 2020
SELL
$79.62 - $83.46 $19,188 - $20,113
-241 Reduced 1.9%
12,476 $1.03 Million
Q3 2019

Oct 31, 2019
BUY
$74.29 - $81.04 $137,287 - $149,761
1,848 Added 17.0%
12,717 $1.03 Million
Q2 2019

Jul 25, 2019
BUY
$73.31 - $79.22 $34,968 - $37,787
477 Added 4.59%
10,869 $840,000
Q1 2019

May 09, 2019
BUY
$67.97 - $77.04 $74,767 - $84,744
1,100 Added 11.84%
10,392 $797,000
Q4 2018

Jan 30, 2019
BUY
$69.89 - $76.92 $44,450 - $48,921
636 Added 7.35%
9,292 $664,000
Q3 2018

Nov 07, 2018
BUY
$68.08 - $72.45 $51,468 - $54,772
756 Added 9.57%
8,656 $609,000
Q2 2018

Jul 24, 2018
SELL
$61.75 - $68.47 $68,480 - $75,933
-1,109 Reduced 12.31%
7,900 $539,000
Q1 2018

May 04, 2018
SELL
$67.3 - $80.28 $36,005 - $42,949
-535 Reduced 5.61%
9,009 $608,000
Q4 2017

Feb 09, 2018
BUY
$75.95 - $84.91 $41,316 - $46,191
544 Added 6.04%
9,544 $774,000
Q3 2017

Nov 13, 2017
BUY
$76.78 - $80.24 $691,020 - $722,160
9,000
9,000 $693,000

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

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $48.9B
  • 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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