A detailed history of Heritage Trust CO transactions in Dominion Energy, Inc stock. As of the latest transaction made, Heritage Trust CO holds 6,922 shares of D stock, worth $412,066. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,922
Previous 6,090 13.66%
Holding current value
$412,066
Previous $299,000 13.38%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$46.86 - $53.94 $38,987 - $44,878
832 Added 13.66%
6,922 $339,000
Q1 2024

May 10, 2024

SELL
$44.15 - $49.19 $1,456 - $1,623
-33 Reduced 0.54%
6,090 $299,000
Q4 2023

Feb 09, 2024

BUY
$39.53 - $49.47 $49,333 - $61,738
1,248 Added 25.6%
6,123 $287,000
Q2 2023

Aug 11, 2023

BUY
$49.02 - $58.68 $19,264 - $23,061
393 Added 8.77%
4,875 $252,000
Q1 2023

May 12, 2023

BUY
$52.22 - $63.64 $234,050 - $285,234
4,482 New
4,482 $250,000
Q1 2019

May 15, 2019

SELL
$67.97 - $77.04 $27,527 - $31,201
-405 Closed
0 $0
Q4 2018

Jan 18, 2019

BUY
$69.89 - $76.92 $10,483 - $11,538
150 Added 58.82%
405 $29,000
Q3 2018

Nov 14, 2018

BUY
$68.08 - $72.45 $17,360 - $18,474
255 New
255 $16,000
Q4 2017

Feb 12, 2018

SELL
$75.95 - $84.91 $4,784 - $5,349
-63 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$76.78 - $80.24 $4,837 - $5,055
63
63 $5,000

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 $49.6B
  • 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 Heritage Trust CO Portfolio

Follow Heritage Trust CO 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 Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.