Latest Institutional Transactions on Dominion Energy, Inc (D)
This table provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
6.01KNew |
$288K - $352K
|
6.01K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 47.67% |
$353K - $431K
|
8.08K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-203- 9.03% |
$9.75K - $11.9K
|
2.05K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-64- 8.24% |
$3.07K - $3.75K
|
713
$38.2K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.53KNew |
$169K - $206K
|
3.53K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.51KNew |
$216K - $264K
|
4.51K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.66K- 21.19% |
$128K - $156K
|
9.88K
$530K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22K+ 24.8% |
$106K - $130K
|
11.2K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.14K- 46.81% |
$343K - $418K
|
8.11K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16K+ 4.82% |
$104K - $127K
|
47.1K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.47KNew |
$167K - $203K
|
3.47K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4KNew |
$499K - $609K
|
10.4K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.09KNew |
$52.1K - $63.6K
|
1.09K
$58.2K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.01K+ 29.83% |
$96.5K - $118K
|
8.74K
$469K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.2KNew |
$201K - $246K
|
4.2K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
29+ 0.52% |
$1.39K - $1.7K
|
5.59K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.7KNew |
$178K - $217K
|
3.7K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.26KNew |
$204K - $249K
|
4.26K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-276K- 20.51% |
$13.2M - $16.1M
|
1.07M
$57.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$48 - $58.5
|
23.1K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-401- 6.39% |
$19.3K - $23.5K
|
5.87K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
478+ 3.69% |
$22.9K - $28K
|
13.4K
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-700- 4.58% |
$33.6K - $41K
|
14.6K
$781K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
12K+ 40.4% |
$575K - $701K
|
41.6K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-228- 4.01% |
$10.9K - $13.3K
|
5.46K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7.85K- 19.86% |
$377K - $460K
|
31.7K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
96+ 2.17% |
$4.61K - $5.62K
|
4.52K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-86K- 64.39% |
$4.13M - $5.03M
|
47.5K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.44% |
$3.98K - $4.86K
|
19.1K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
284+ 0.98% |
$13.6K - $16.6K
|
29.3K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.98K- 7.24% |
$95.1K - $116K
|
25.4K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
80.7K+ 6.83% |
$3.87M - $4.72M
|
1.26M
$67.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11K- 4.0% |
$529K - $644K
|
264K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.83K- 4.25% |
$280K - $341K
|
131K
$7.04M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-597- 3.55% |
$28.7K - $34.9K
|
16.2K
$869K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
7.94K+ 15.79% |
$381K - $464K
|
58.2K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-60- 50.42% |
$2.88K - $3.51K
|
59
$3.16K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
8.6K+ 0.35% |
$413K - $503K
|
2.49M
$133M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-975- 25.9% |
$46.8K - $57.1K
|
2.79K
$150K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.54K- 8.4% |
$218K - $266K
|
49.5K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
300New |
$14.4K - $17.6K
|
300
$16.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19- 0.3% |
$912 - $1.11K
|
6.33K
$339K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.09K+ 13.44% |
$244K - $298K
|
43K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
18.9KNew |
$906K - $1.1M
|
18.9K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-19.7K- 99.49% |
$946K - $1.15M
|
100
$5.36K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35+ 4.02% |
$1.68K - $2.05K
|
905
$48.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-86.6K- 5.15% |
$4.16M - $5.07M
|
1.59M
$85.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.85K- 18.81% |
$88.9K - $108K
|
7.99K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-93- 3.98% |
$4.46K - $5.44K
|
2.24K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 3.82% |
$1.82K - $2.22K
|
1.03K
$55.4K
|