DOMINION ENERGY INC

Ticker: D CUSIP: 25746U109 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 423,604 Value ($000) $24,819 Avg Close $59.76 Range $55.85 - $62.17
Q3 2025
Shares 406,045 Value ($000) $24,838 Avg Close $58.31 Range $54.12 - $61.06
Q2 2025
Shares 375,529 Value ($000) $21,225 Avg Close $53.16 Range $46.43 - $56.64
Q1 2025
Shares 347,119 Value ($000) $19,463 Avg Close $52.73 Range $50.44 - $55.30
Q4 2024
Shares 303,857 Value ($000) $16,366 Avg Close $54.04 Range $50.05 - $58.49
Q3 2024
Shares 282,003 Value ($000) $16,297 Avg Close $51.16 Range $44.75 - $55.63
Q2 2024
Shares 288,498 Value ($000) $14,136 Avg Close $47.11 Range $42.93 - $50.42
Q1 2024
Shares 289,579 Value ($000) $14,244 Avg Close $42.64 Range $39.53 - $45.45
Q4 2023
Shares 408,785 Value ($000) $18,624 Avg Close $40.17 Range $35.07 - $46.05
Q3 2023
Shares 437,193 Value ($000) $19,529 Avg Close $44.04 Range $39.46 - $48.34
Q2 2023
Shares 443,413 Value ($000) $22,964 Avg Close $47.58 Range $42.81 - $51.14
Q1 2023
Shares 129,002 Value ($000) $7,213 Avg Close $50.58 Range $45.34 - $55.04
Q4 2022
Shares 133,612 Value ($000) $8,193 Avg Close $53.65 Range $49.22 - $61.31
Q3 2022
Shares 143,949 Value ($000) $9,948 Avg Close $68.35 Range $58.75 - $72.86
Q2 2022
Shares 247,631 Value ($000) $19,763 Avg Close $69.34 Range $61.34 - $74.37
Q1 2022
Shares 196,477 Value ($000) $16,695 Avg Close $66.91 Range $62.96 - $71.78
Q4 2021
Shares 181,550 Value ($000) $14,263 Avg Close $62.13 Range $58.31 - $65.87
Q3 2021
Shares 165,406 Value ($000) $12,078 Avg Close $62.43 Range $59.71 - $65.58
Q2 2021
Shares 144,341 Value ($000) $10,619 Avg Close $62.68 Range $59.85 - $65.68
Q1 2021
Shares 114,033 Value ($000) $8,662 Avg Close $58.48 Range $54.73 - $62.61
Q4 2020
Shares 129,147 Value ($000) $9,712 Avg Close $63.42 Range $58.72 - $69.24
Q3 2020
Shares 131,608 Value ($000) $10,388 Avg Close $62.04 Range $56.27 - $65.71
Q2 2020
Shares 134,845 Value ($000) $10,947 Avg Close $62.65 Range $52.81 - $68.69
Q1 2020
Shares 104,741 Value ($000) $7,561 Avg Close $63.12 Range $44.98 - $69.98
Q4 2019
Shares 108,127 Value ($000) $8,955 Avg Close $62.41 Range $60.11 - $63.90
Q3 2019
Shares 87,040 Value ($000) $7,054 Avg Close $58.40 Range $55.28 - $62.00
Q2 2019
Shares 92,220 Value ($000) $7,130 Avg Close $56.85 Range $54.00 - $59.81
Q1 2019
Shares 60,250 Value ($000) $4,619 Avg Close $53.89 Range $49.51 - $57.43
Q4 2018
Shares 46,680 Value ($000) $3,336 Avg Close $53.23 Range $49.90 - $56.69
Q3 2018
Shares 51,010 Value ($000) $3,585 Avg Close $50.99 Range $48.32 - $52.70
Q2 2018
Shares 26,898 Value ($000) $1,834 Avg Close $46.36 Range $44.16 - $49.36
Q1 2018
Shares 22,138 Value ($000) $1,493 Avg Close $51.93 Range $47.47 - $57.22
Q4 2017
Shares 19,252 Value ($000) $1,561 Avg Close $56.42 Range $52.59 - $59.77
Q3 2017
Shares 18,014 Value ($000) $1,386 Avg Close $53.66 Range $51.85 - $55.51
Q2 2017
Shares 19,476 Value ($000) $1,492 Avg Close $53.74 Range $51.95 - $56.15
Q1 2017
Shares 16,755 Value ($000) $1,300 Avg Close $51.23 Range $47.82 - $54.07
Q4 2016
Shares 8,089 Value ($000) $620 Avg Close $49.43 Range $46.47 - $52.17