A detailed history of Congress Wealth Management LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 181,725 shares of D stock, worth $9.77 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
181,725
Previous 4,515 3924.92%
Holding current value
$9.77 Million
Previous $221,000 4651.58%
% of portfolio
0.15%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$48.01 - $58.53 $8.51 Million - $10.4 Million
177,210 Added 3924.92%
181,725 $10.5 Million
Q2 2024

Aug 13, 2024

SELL
$46.86 - $53.94 $8,622 - $9,924
-184 Reduced 3.92%
4,515 $221,000
Q1 2024

Apr 18, 2024

SELL
$44.15 - $49.19 $165,297 - $184,167
-3,744 Reduced 44.34%
4,699 $231,000
Q4 2023

Feb 09, 2024

BUY
$39.53 - $49.47 $90,128 - $112,791
2,280 Added 36.99%
8,443 $396,000
Q3 2023

Oct 30, 2023

BUY
$44.14 - $54.45 $3,531 - $4,356
80 Added 1.32%
6,163 $275,000
Q2 2023

Jul 13, 2023

BUY
$49.02 - $58.68 $7,941 - $9,506
162 Added 2.74%
6,083 $315,000
Q1 2023

Apr 14, 2023

BUY
$52.22 - $63.64 $89,557 - $109,142
1,715 Added 40.78%
5,921 $331,000
Q4 2022

Feb 02, 2023

SELL
$57.96 - $71.5 $57,090 - $70,427
-985 Reduced 18.98%
4,206 $258,000
Q3 2022

Nov 08, 2022

BUY
$69.11 - $85.65 $2,487 - $3,083
36 Added 0.7%
5,191 $358,000
Q2 2022

Aug 11, 2022

BUY
$73.41 - $88.38 $378,428 - $455,598
5,155 New
5,155 $412,000
Q1 2022

May 16, 2022

SELL
$77.16 - $85.43 $447,065 - $494,981
-5,794 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$70.85 - $78.57 $410,504 - $455,234
5,794 New
5,794 $455,000

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 $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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.