A detailed history of Sax Wealth Advisors, LLC transactions in Dominion Energy, Inc stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,814 shares of D stock, worth $533,775. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,814
Previous 7,220 22.08%
Holding current value
$533,775
Previous $441,000 20.86%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$58.49 - $61.69 $93,233 - $98,333
1,594 Added 22.08%
8,814 $533,000
Q3 2025

Oct 20, 2025

BUY
$56.32 - $62.1 $59,361 - $65,453
1,054 Added 17.09%
7,220 $441,000
Q2 2025

Jul 23, 2025

BUY
$49.66 - $58.0 $102,994 - $120,292
2,074 Added 50.68%
6,166 $348,000
Q1 2025

May 14, 2025

BUY
$52.85 - $57.43 $216,262 - $235,003
4,092 New
4,092 $229,000

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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