DOMINION ENERGY INC

Ticker: D CUSIP: 25746U109 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,676 Value ($000) $567 Avg Close $59.76 Range $55.85 - $62.17
Q3 2025
Shares 9,776 Value ($000) $598 Avg Close $58.31 Range $54.12 - $61.06
Q2 2025
Shares 9,100 Value ($000) $514 Avg Close $53.16 Range $46.43 - $56.64
Q1 2025
Shares 4,130 Value ($000) $232 Avg Close $52.73 Range $50.44 - $55.30
Q4 2024
Shares 4,130 Value ($000) $222 Avg Close $54.04 Range $50.05 - $58.49
Q3 2024
Shares 4,130 Value ($000) $239 Avg Close $51.16 Range $44.75 - $55.63
Q2 2024
Shares 4,179 Value ($000) $205 Avg Close $47.11 Range $42.93 - $50.42
Q1 2024
Shares 4,635 Value ($000) $228 Avg Close $42.64 Range $39.53 - $45.45
Q4 2022
Shares 3,502 Value ($000) $215 Avg Close $53.65 Range $49.22 - $61.31
Q3 2022
Shares 3,618 Value ($000) $250 Avg Close $68.35 Range $58.75 - $72.86
Q2 2022
Shares 3,638 Value ($000) $290 Avg Close $69.34 Range $61.34 - $74.37
Q1 2022
Shares 3,617 Value ($000) $307 Avg Close $66.91 Range $62.96 - $71.78
Q4 2021
Shares 3,617 Value ($000) $284 Avg Close $62.13 Range $58.31 - $65.87
Q3 2021
Shares 3,644 Value ($000) $266 Avg Close $62.43 Range $59.71 - $65.58
Q2 2021
Shares 3,709 Value ($000) $273 Avg Close $62.68 Range $59.85 - $65.68
Q1 2021
Shares 3,709 Value ($000) $282 Avg Close $58.48 Range $54.73 - $62.61
Q4 2020
Shares 3,754 Value ($000) $282 Avg Close $63.42 Range $58.72 - $69.24
Q3 2020
Shares 4,396 Value ($000) $347 Avg Close $62.04 Range $56.27 - $65.71
Q2 2020
Shares 5,509 Value ($000) $447 Avg Close $62.65 Range $52.81 - $68.69
Q1 2020
Shares 5,741 Value ($000) $414 Avg Close $63.12 Range $44.98 - $69.98
Q4 2019
Shares 5,697 Value ($000) $472 Avg Close $62.41 Range $60.11 - $63.90
Q3 2019
Shares 5,616 Value ($000) $455 Avg Close $58.40 Range $55.28 - $62.00
Q2 2019
Shares 8,462 Value ($000) $654 Avg Close $56.85 Range $54.00 - $59.81
Q1 2019
Shares 8,190 Value ($000) $628 Avg Close $53.89 Range $49.51 - $57.43
Q4 2018
Shares 7,822 Value ($000) $559 Avg Close $53.23 Range $49.90 - $56.69
Q4 2017
Shares 4,647 Value ($000) $377 Avg Close $56.42 Range $52.59 - $59.77
Q2 2017
Shares 6,411 Value ($000) $490 Avg Close $53.74 Range $51.95 - $56.15