A detailed history of Carson Advisory Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Carson Advisory Inc. holds 68,737 shares of D stock, worth $3.7 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
68,737
Previous 67,839 1.32%
Holding current value
$3.7 Million
Previous $3.32 Million 19.49%
% of portfolio
2.63%
Previous 2.42%

Shares

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

Nov 01, 2024

BUY
$48.01 - $58.53 $43,112 - $52,559
898 Added 1.32%
68,737 $3.97 Million
Q2 2024

Aug 07, 2024

BUY
$46.86 - $53.94 $172,304 - $198,337
3,677 Added 5.73%
67,839 $3.32 Million
Q1 2024

May 03, 2024

BUY
$44.15 - $49.19 $250,507 - $279,104
5,674 Added 9.7%
64,162 $3.16 Million
Q4 2023

Feb 06, 2024

SELL
$39.53 - $49.47 $162,745 - $203,667
-4,117 Reduced 6.58%
58,488 $2.75 Million
Q3 2023

Nov 08, 2023

BUY
$44.14 - $54.45 $198,100 - $244,371
4,488 Added 7.72%
62,605 $2.8 Million
Q2 2023

Jul 27, 2023

BUY
$49.02 - $58.68 $378,924 - $453,596
7,730 Added 15.34%
58,117 $3.01 Million
Q1 2023

May 05, 2023

BUY
$52.22 - $63.64 $258,489 - $315,018
4,950 Added 10.89%
50,387 $2.82 Million
Q4 2022

Feb 08, 2023

BUY
$57.96 - $71.5 $979,987 - $1.21 Million
16,908 Added 59.27%
45,437 $2.79 Million
Q3 2022

Nov 07, 2022

SELL
$69.11 - $85.65 $6,081 - $7,537
-88 Reduced 0.31%
28,529 $1.97 Million
Q2 2022

Aug 03, 2022

SELL
$73.41 - $88.38 $11,525 - $13,875
-157 Reduced 0.55%
28,617 $2.28 Million
Q1 2022

May 03, 2022

SELL
$77.16 - $85.43 $72,453 - $80,218
-939 Reduced 3.16%
28,774 $2.45 Million
Q4 2021

Feb 08, 2022

BUY
$70.85 - $78.57 $2.11 Million - $2.33 Million
29,713 New
29,713 $2.33 Million

Others Institutions Holding D

About DOMINION ENERGY, INC


  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $44.8B
  • 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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