A detailed history of Pathstone Family Office, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 303,404 shares of D stock, worth $16.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
303,404
Previous 261,991 15.81%
Holding current value
$16.3 Million
Previous $13.6 Million 0.11%
% of portfolio
0.09%
Previous 0.21%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$44.14 - $54.45 $1.83 Million - $2.25 Million
41,413 Added 15.81%
303,404 $13.6 Million
Q2 2023

Jan 12, 2024

SELL
$49.02 - $58.68 $2.03 Million - $2.43 Million
-41,413 Reduced 13.65%
261,991 $13.6 Million
Q2 2023

Aug 14, 2023

BUY
$49.02 - $58.68 $211,276 - $252,910
4,310 Added 1.67%
261,991 $13.6 Million
Q1 2023

May 15, 2023

BUY
$52.22 - $63.64 $15,770 - $19,219
302 Added 0.12%
257,681 $14.4 Million
Q4 2022

Oct 23, 2023

SELL
$57.96 - $71.5 $182,805 - $225,511
-3,154 Reduced 1.21%
257,379 $15.8 Million
Q4 2022

Feb 13, 2023

SELL
$57.96 - $71.5 $348,861 - $430,358
-6,019 Reduced 2.29%
257,379 $15.8 Million
Q3 2022

Oct 23, 2023

BUY
$69.11 - $85.65 $17.1 Million - $21.2 Million
247,635 Added 1919.95%
260,533 $18 Million
Q3 2022

Nov 14, 2022

BUY
$69.11 - $85.65 $17.1 Million - $21.2 Million
248,067 Added 1618.07%
263,398 $18.2 Million
Q2 2022

Oct 23, 2023

SELL
$73.41 - $88.38 $18.3 Million - $22 Million
-249,093 Reduced 95.08%
12,898 $1.03 Million
Q2 2022

Aug 15, 2022

BUY
$73.41 - $88.38 $929,517 - $1.12 Million
12,662 Added 474.41%
15,331 $1.22 Million
Q1 2022

May 16, 2022

BUY
$77.16 - $85.43 $205,940 - $228,012
2,669 New
2,669 $234,000
Q1 2021

May 14, 2021

SELL
$68.0 - $76.7 $31,280 - $35,282
-460 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$73.5 - $86.07 $11,025 - $12,910
150 Added 48.39%
460 $34,000
Q3 2020

Nov 12, 2020

BUY
$73.58 - $82.69 $22,441 - $25,220
305 Added 6100.0%
310 $24,000
Q2 2020

Aug 14, 2020

SELL
$69.55 - $87.0 $21,212 - $26,535
-305 Reduced 98.39%
5 $0
Q1 2020

Jun 11, 2020

BUY
$59.39 - $89.8 $18,113 - $27,389
305 Added 6100.0%
310 $22,000
Q1 2020

May 07, 2020

BUY
$59.39 - $89.8 $296 - $449
5 New
5 $361,000
Q4 2019

Feb 14, 2020

SELL
$79.62 - $83.46 $13,535 - $14,188
-170 Closed
0 $0
Q3 2019

Nov 13, 2019

SELL
$74.29 - $81.04 $340,619 - $371,568
-4,585 Reduced 96.42%
170 $14,000
Q2 2019

Aug 14, 2019

BUY
$73.31 - $79.22 $8,430 - $9,110
115 Added 2.48%
4,755 $367,000
Q1 2019

May 14, 2019

BUY
$67.97 - $77.04 $315,380 - $357,465
4,640 New
4,640 $356,000
Q3 2017

Nov 14, 2017

SELL
$76.78 - $80.24 $244,083 - $255,082
-3,179 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
3,179
3,179 $244,000

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
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