A detailed history of Confluence Wealth Services, Inc. transactions in Dominion Energy, Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,163 shares of D stock, worth $620,551. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,163
Previous 6,550 70.43%
Holding current value
$620,551
Previous $378,000 58.99%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 27, 2025

BUY
$52.63 - $60.92 $242,782 - $281,023
4,613 Added 70.43%
11,163 $601,000
Q3 2024

Oct 29, 2024

BUY
$48.01 - $58.53 $68,414 - $83,405
1,425 Added 27.8%
6,550 $378,000
Q2 2024

Jul 31, 2024

SELL
$46.86 - $53.94 $38,659 - $44,500
-825 Reduced 13.87%
5,125 $251,000
Q1 2024

Apr 22, 2024

SELL
$44.15 - $49.19 $98,984 - $110,283
-2,242 Reduced 27.37%
5,950 $292,000
Q4 2023

Jan 25, 2024

SELL
$39.53 - $49.47 $16,563 - $20,727
-419 Reduced 4.87%
8,192 $385,000
Q3 2023

Nov 01, 2023

BUY
$44.14 - $54.45 $16,066 - $19,819
364 Added 4.41%
8,611 $384,000
Q2 2023

Aug 01, 2023

SELL
$49.02 - $58.68 $5,392 - $6,454
-110 Reduced 1.32%
8,247 $427,000
Q1 2023

May 11, 2023

SELL
$52.22 - $63.64 $13,211 - $16,100
-253 Reduced 2.94%
8,357 $467,000
Q4 2022

Feb 10, 2023

SELL
$57.96 - $71.5 $108,790 - $134,205
-1,877 Reduced 17.9%
8,610 $528,000
Q3 2022

Nov 08, 2022

SELL
$69.11 - $85.65 $2,764 - $3,426
-40 Reduced 0.38%
10,487 $724,000
Q2 2022

Aug 15, 2022

BUY
$73.41 - $88.38 $135,000 - $162,530
1,839 Added 21.17%
10,527 $860,000
Q1 2022

Apr 26, 2022

SELL
$77.16 - $85.43 $462 - $512
-6 Reduced 0.07%
8,688 $738,000
Q4 2021

Feb 10, 2022

BUY
$70.85 - $78.57 $615,969 - $683,087
8,694 New
8,694 $683,000

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 $46.3B
  • 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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