Beacon Financial Group Dominion Energy, Inc Transaction History

Beacon Financial Group

$886 Million
Q4 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$57.96 - $71.5 $253,343 - $312,526	-4,371 Reduced 21.65%	15,822 $971,000
Q3 2022 Oct 13, 2022	BUY	$69.11 - $85.65 $3,109 - $3,854	45 Added 0.22%	20,193 $1.44 Million
Q2 2022 Jul 19, 2022	SELL	$73.41 - $88.38 $28,629 - $34,468	-390 Reduced 1.9%	20,148 $1.56 Million
Q1 2022 Apr 08, 2022	SELL	$77.16 - $85.43 $2,777 - $3,075	-36 Reduced 0.17%	20,538 $1.76 Million
Q4 2021 Jan 07, 2022	SELL	$70.85 - $78.57 $74,392 - $82,498	-1,050 Reduced 4.86%	20,574 $1.61 Million
Q3 2021 Oct 13, 2021	SELL	$73.02 - $80.05 $68,565 - $75,166	-939 Reduced 4.16%	21,624 $1.61 Million
Q2 2021 Jul 26, 2021	BUY	$73.51 - $80.37 $49,178 - $53,767	669 Added 3.06%	22,563 $1.71 Million
Q4 2020 Jan 15, 2021	BUY	$73.5 - $86.07 $357,430 - $418,558	4,863 Added 28.55%	21,894 $1.56 Million
Q3 2020 Oct 13, 2020	SELL	$73.58 - $82.69 $4.6 Million - $5.17 Million	-62,508 Reduced 78.59%	17,031 $1.34 Million
Q2 2020 Aug 05, 2020	SELL	$69.55 - $87.0 $1.22 Million - $1.53 Million	-17,606 Reduced 18.12%	79,539 $6.41 Million
Q1 2020 Jun 29, 2020	SELL	$59.39 - $89.8 $220,812 - $333,876	-3,718 Reduced 3.69%	97,145 $7.46 Million
Q4 2019 Jan 17, 2020	SELL	$79.62 - $83.46 $155,816 - $163,331	-1,957 Reduced 1.9%	100,863 $8.35 Million
Q3 2019 Oct 15, 2019	SELL	$74.29 - $81.04 $78,153 - $85,254	-1,052 Reduced 1.01%	102,820 $8.33 Million
Q2 2019 Jul 15, 2019	SELL	$73.31 - $79.22 $235,545 - $254,533	-3,213 Reduced 3.0%	103,872 $8.03 Million
Q1 2019 Apr 18, 2019	SELL	$67.97 - $77.04 $1.42 Million - $1.6 Million	-20,820 Reduced 16.28%	107,085 $8.21 Million
Q4 2018 Jan 16, 2019	SELL	$69.89 - $76.92 $426,119 - $468,981	-6,097 Reduced 4.55%	127,905 $9.37 Million
Q3 2018 Oct 10, 2018	SELL	$68.08 - $72.45 $268,507 - $285,742	-3,944 Reduced 2.86%	134,002 $9.42 Million
Q2 2018 Jul 11, 2018	BUY	$61.75 - $68.47 $6.36 Million - $7.05 Million	102,977 Added 294.48%	137,946 $9.41 Million
Q1 2018 Apr 06, 2018	BUY	$67.3 - $80.28 $1.87 Million - $2.23 Million	27,840 Added 390.52%	34,969 $2.36 Million
Q4 2017 Jan 03, 2018	BUY	$75.95 - $84.91 $8,734 - $9,764	115 Added 1.64%	7,129 $578,000
Q3 2017 Oct 03, 2017	BUY	$76.78 - $80.24 $538,534 - $562,803	7,014	7,014 $540,000

Others Institutions Holding D

# of Institutions

1,541

Shares Held

630M

Call Options Held

5.31M

Put Options Held

2.36M

Vanguard Group Inc Valley Forge, PA

89.5M
Shares

$4.94 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

61.3M
Shares

$3.38 Billion
0.07% of portfolio
State Street Corp Boston, MA

44.1M
Shares

$2.43 Billion
0.1% of portfolio
Massachusetts Financial Services CO Boston, MA

31M
Shares

$1.71 Billion
0.56% of portfolio
Jpmorgan Chase & CO New York, NY

28M
Shares

$1.54 Billion
0.12% of portfolio

View Full List

About DOMINION ENERGY, INC

Ticker D
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 832,502,976
Market Cap $45.9B
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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