Wetherby Asset Management Inc Dominion Energy, Inc Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 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 8,343 shares of D stock, worth $467,208. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,343
Previous 11,424 26.97%
Holding current value
$467,208
Previous $660,000 31.97%
% of portfolio
0.02%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$52.63 - $60.92 $162,153 - $187,694
-3,081 Reduced 26.97%
8,343 $449,000
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
1,603
Shares Held
634M
Call Options Held
5.52M
Put Options Held
1.64M
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 $46.6B
  • 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...
More about D
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email