A detailed history of San Luis Wealth Advisors LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 13,132 shares of D stock, worth $795,273. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,132
Previous 12,267 7.05%
Holding current value
$795,273
Previous $750,000 7.07%
% of portfolio
0.18%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025

BUY
$56.32 - $62.1 $48,716 - $53,716
865 Added 7.05%
13,132 $803,000
Q2 2025

Jul 17, 2025

BUY
$49.66 - $58.0 $20,658 - $24,128
416 Added 3.51%
12,267 $693,000
Q1 2025

Apr 18, 2025

SELL
$52.85 - $57.43 $147,610 - $160,401
-2,793 Reduced 19.07%
11,851 $664,000
Q4 2024

Jan 14, 2025

BUY
$52.63 - $60.92 $116,101 - $134,389
2,206 Added 17.74%
14,644 $789,000
Q3 2024

Oct 09, 2024

BUY
$48.01 - $58.53 $318,258 - $387,995
6,629 Added 114.12%
12,438 $719,000
Q2 2024

Jul 12, 2024

BUY
$46.86 - $53.94 $272,209 - $313,337
5,809 New
5,809 $285,000
Q2 2022

Aug 10, 2022

SELL
$73.41 - $88.38 $5,065 - $6,098
-69 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$77.16 - $85.43 $5,324 - $5,894
69 New
69 $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 $50.4B
  • 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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