Heritage Wealth Advisors Dominion Energy, Inc Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Dominion Energy, Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 14,748 shares of D stock, worth $830,607. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,748
Previous 14,634 0.78%
Holding current value
$830,607
Previous $845,000 6.04%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 11, 2025
BUY
$52.63 - $60.92 $5,999 - $6,944
114 Added 0.78%
14,748 $794,000
Q3 2024

Nov 12, 2024
SELL
$48.01 - $58.53 $45,993 - $56,071
-958 Reduced 6.14%
14,634 $845,000
Q2 2024

Dec 12, 2024
SELL
$46.86 - $53.94 $134,863 - $155,239
-2,878 Reduced 15.58%
15,592 $764,000
Q2 2024

Aug 05, 2024
SELL
$46.86 - $53.94 $67,478 - $77,673
-1,440 Reduced 8.45%
15,592 $764,000
Q1 2024

Dec 12, 2024
BUY
$44.15 - $49.19 $15,849 - $17,659
359 Added 1.98%
18,470 $908,000
Q1 2024

May 08, 2024
SELL
$44.15 - $49.19 $750 - $836
-17 Reduced 0.1%
17,032 $837,000
Q4 2023

Dec 12, 2024
BUY
$39.53 - $49.47 $68,742 - $86,028
1,739 Added 10.62%
18,111 $851,000
Q4 2023

Feb 09, 2024
BUY
$39.53 - $49.47 $26,761 - $33,491
677 Added 4.14%
17,049 $801,000
Q3 2023

Dec 12, 2024
SELL
$44.14 - $54.45 $236,590 - $291,852
-5,360 Reduced 24.66%
16,372 $731,000
Q3 2023

Nov 08, 2023
SELL
$44.14 - $54.45 $236,590 - $291,852
-5,360 Reduced 24.66%
16,372 $731,000
Q2 2023

Dec 12, 2024
BUY
$49.02 - $58.68 $347,943 - $416,510
7,098 Added 48.5%
21,732 $1.13 Million
Q2 2023

Aug 09, 2023
BUY
$49.02 - $58.68 $49 - $58
1 Added 0.0%
21,732 $1.13 Million
Q1 2023

May 04, 2023
SELL
$52.22 - $63.64 $12.4 Million - $15.2 Million
-238,284 Reduced 91.64%
21,731 $1.21 Million
Q4 2022

Dec 12, 2024
BUY
$57.96 - $71.5 $217,755 - $268,625
3,757 Added 1.47%
260,015 $16 Million
Q4 2022

Feb 06, 2023
BUY
$57.96 - $71.5 $217,755 - $268,625
3,757 Added 1.47%
260,015 $16 Million
Q3 2022

Dec 12, 2024
BUY
$69.11 - $85.65 $16.7 Million - $20.7 Million
241,624 Added 1651.11%
256,258 $17.7 Million
Q3 2022

Nov 10, 2022
BUY
$69.11 - $85.65 $594,484 - $736,761
8,602 Added 3.47%
256,258 $17.7 Million
Q2 2022

Aug 04, 2022
BUY
$73.41 - $88.38 $2.26 Million - $2.72 Million
30,737 Added 14.17%
247,656 $19.8 Million
Q1 2022

May 11, 2022
SELL
$77.16 - $85.43 $5.19 Million - $5.75 Million
-67,307 Reduced 23.68%
216,919 $18.4 Million
Q4 2021

Feb 02, 2022
BUY
$70.85 - $78.57 $1.77 Million - $1.96 Million
24,964 Added 9.63%
284,226 $22.3 Million
Q3 2021

Nov 02, 2021
BUY
$73.02 - $80.05 $913,772 - $1 Million
12,514 Added 5.07%
259,262 $18.9 Million
Q2 2021

Aug 09, 2021
BUY
$73.51 - $80.37 $6.14 Million - $6.71 Million
83,460 Added 51.11%
246,748 $18.2 Million
Q2 2021

Jul 27, 2021
SELL
$73.51 - $80.37 $4.81 Million - $5.26 Million
-65,424 Reduced 28.61%
163,288 $12.3 Million
Q1 2021

Apr 27, 2021
BUY
$68.0 - $76.7 $4.45 Million - $5.02 Million
65,424 Added 40.07%
228,712 $17.4 Million
Q4 2020

Feb 01, 2021
BUY
$73.5 - $86.07 $193,305 - $226,364
2,630 Added 1.64%
163,288 $12.3 Million
Q3 2020

Nov 03, 2020
BUY
$73.58 - $82.69 $3.37 Million - $3.79 Million
45,775 Added 39.84%
160,658 $12.7 Million
Q2 2020

Jul 17, 2020
BUY
$69.55 - $87.0 $7.97 Million - $9.97 Million
114,565 Added 36026.73%
114,883 $9.33 Million
Q2 2020

Jul 17, 2020
SELL
$69.55 - $87.0 $5.71 Million - $7.14 Million
-82,084 Reduced 99.61%
318 $9.33 Million
Q1 2020

May 05, 2020
BUY
$59.39 - $89.8 $3.67 Million - $5.55 Million
61,819 Added 300.34%
82,402 $5.95 Million
Q4 2019

Feb 04, 2020
BUY
$79.62 - $83.46 $61,466 - $64,431
772 Added 3.9%
20,583 $1.7 Million
Q3 2019

Oct 30, 2019
BUY
$74.29 - $81.04 $29,641 - $32,334
399 Added 2.06%
19,811 $1.61 Million
Q2 2019

Aug 05, 2019
BUY
$73.31 - $79.22 $31,816 - $34,381
434 Added 2.29%
19,412 $0
Q1 2019

May 06, 2019
BUY
$67.97 - $77.04 $169,585 - $192,214
2,495 Added 15.14%
18,978 $0
Q4 2018

Jan 28, 2019
BUY
$69.89 - $76.92 $1,747 - $1,923
25 Added 0.15%
16,483 $1.18 Million
Q3 2018

Nov 14, 2018
BUY
$68.08 - $72.45 $1,770 - $1,883
26 Added 0.16%
16,458 $1.16 Million
Q2 2018

Jul 19, 2018
BUY
$61.75 - $68.47 $1,667 - $1,848
27 Added 0.16%
16,432 $1.12 Million
Q1 2018

May 10, 2018
BUY
$67.3 - $80.28 $2,557 - $3,050
38 Added 0.23%
16,405 $1.11 Million
Q4 2017

Feb 02, 2018
BUY
$75.95 - $84.91 $6,607 - $7,387
87 Added 0.53%
16,367 $1.33 Million
Q3 2017

Nov 07, 2017
BUY
$76.78 - $80.24 $1.25 Million - $1.31 Million
16,280
16,280 $1.25 Million

Others Institutions Holding D

# of Institutions
1,531
Shares Held
630M
Call Options Held
5.31M
Put Options Held
2.35M
View Full List

About DOMINION ENERGY, INC

D Quotes by TradingView
  • Ticker D
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 832,502,976
  • Market Cap $46.9B
  • 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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