A detailed history of Cassaday & CO Wealth Management LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 28,250 shares of D stock, worth $1.52 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,250
Previous 29,960 5.71%
Holding current value
$1.52 Million
Previous $1.47 Million 11.17%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2024

SELL
$48.01 - $58.53 $82,097 - $100,086
-1,710 Reduced 5.71%
28,250 $1.63 Million
Q2 2024

Jul 30, 2024

SELL
$46.86 - $53.94 $25,116 - $28,911
-536 Reduced 1.76%
29,960 $1.47 Million
Q1 2024

May 08, 2024

SELL
$44.15 - $49.19 $91,832 - $102,315
-2,080 Reduced 6.39%
30,496 $1.5 Million
Q4 2023

Feb 09, 2024

SELL
$39.53 - $49.47 $237 - $296
-6 Reduced 0.02%
32,576 $1.53 Million
Q3 2023

Nov 06, 2023

SELL
$44.14 - $54.45 $66,916 - $82,546
-1,516 Reduced 4.45%
32,582 $1.46 Million
Q2 2023

Aug 07, 2023

SELL
$49.02 - $58.68 $33,480 - $40,078
-683 Reduced 1.96%
34,098 $1.77 Million
Q1 2023

May 03, 2023

SELL
$52.22 - $63.64 $10,548 - $12,855
-202 Reduced 0.58%
34,781 $1.94 Million
Q4 2022

Feb 07, 2023

BUY
$57.96 - $71.5 $2.03 Million - $2.5 Million
34,983 New
34,983 $0

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 $44.7B
  • 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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