A detailed history of Valley National Advisers Inc transactions in Dominion Energy, Inc stock. As of the latest transaction made, Valley National Advisers Inc holds 1,601 shares of D stock, worth $85,189. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,601
Previous 2,504 36.06%
Holding current value
$85,189
Previous $122,000 24.59%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$48.01 - $58.53 $43,353 - $52,852
-903 Reduced 36.06%
1,601 $92,000
Q2 2024

Jul 18, 2024

BUY
$46.86 - $53.94 $9,278 - $10,680
198 Added 8.59%
2,504 $122,000
Q1 2024

Apr 19, 2024

SELL
$44.15 - $49.19 $24,150 - $26,906
-547 Reduced 19.17%
2,306 $113,000
Q4 2023

Jan 25, 2024

SELL
$39.53 - $49.47 $355 - $445
-9 Reduced 0.31%
2,853 $134,000
Q3 2023

Nov 13, 2023

BUY
$44.14 - $54.45 $16,552 - $20,418
375 Added 15.08%
2,862 $128,000
Q2 2023

Jul 31, 2023

SELL
$49.02 - $58.68 $5,637 - $6,748
-115 Reduced 4.42%
2,487 $129,000
Q4 2022

Jan 12, 2023

SELL
$57.96 - $71.5 $463 - $572
-8 Reduced 0.31%
2,602 $162,000
Q1 2022

May 06, 2022

SELL
$77.16 - $85.43 $30,864 - $34,172
-400 Reduced 13.29%
2,610 $222,000
Q4 2021

Feb 11, 2022

SELL
$70.85 - $78.57 $63,127 - $70,005
-891 Reduced 22.84%
3,010 $236,000
Q3 2021

Nov 10, 2021

SELL
$73.02 - $80.05 $4,016 - $4,402
-55 Reduced 1.39%
3,901 $285,000
Q2 2021

Aug 02, 2021

SELL
$73.51 - $80.37 $29,404 - $32,148
-400 Reduced 9.18%
3,956 $291,000
Q1 2021

May 07, 2021

SELL
$68.0 - $76.7 $61,472 - $69,336
-904 Reduced 17.19%
4,356 $331,000
Q4 2020

Feb 11, 2021

BUY
$73.5 - $86.07 $14,700 - $17,214
200 Added 3.95%
5,260 $396,000
Q3 2020

Nov 13, 2020

SELL
$73.58 - $82.69 $13,023 - $14,636
-177 Reduced 3.38%
5,060 $399,000
Q2 2020

Aug 10, 2020

BUY
$69.55 - $87.0 $11,823 - $14,790
170 Added 3.36%
5,237 $425,000
Q1 2020

May 13, 2020

BUY
$59.39 - $89.8 $7,245 - $10,955
122 Added 2.47%
5,067 $366,000
Q3 2019

Nov 12, 2019

SELL
$74.29 - $81.04 $13,669 - $14,911
-184 Reduced 3.59%
4,945 $401,000
Q4 2018

Feb 25, 2019

BUY
$69.89 - $76.92 $55,981 - $61,612
801 Added 18.51%
5,129 $366,000
Q3 2018

Nov 08, 2018

BUY
$68.08 - $72.45 $476 - $507
7 Added 0.16%
4,328 $304,000
Q4 2017

Feb 13, 2018

BUY
$75.95 - $84.91 $911 - $1,018
12 Added 0.28%
4,321 $350,000
Q3 2017

Nov 14, 2017

BUY
$76.78 - $80.24 $330,845 - $345,754
4,309
4,309 $331,000

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 $44.3B
  • 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 Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.