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 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.1K+ 1.32% |
$1.21M - $1.47M
|
1.92M
$101M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
298+ 363.41% |
$14.3K - $17.4K
|
380
$20K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.68K- 9.16% |
$80.6K - $98.3K
|
16.7K
$876K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.6KNew |
$798K - $973K
|
16.6K
$875K
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
21.7K+ 53.55% |
$1.04M - $1.27M
|
62.2K
$3.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-152K- 83.22% |
$7.29M - $8.88M
|
30.6K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
88+ 3.05% |
$4.22K - $5.15K
|
2.98K
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
282+ 10.85% |
$13.5K - $16.5K
|
2.88K
$152K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 7.83% |
$63.8K - $77.7K
|
15.6K
$823K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
638+ 9.22% |
$30.6K - $37.3K
|
7.56K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-39- 0.59% |
$1.87K - $2.28K
|
6.63K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.04% |
$144 - $176
|
7.83K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
288+ 16.79% |
$13.8K - $16.9K
|
2K
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.25KNew |
$204K - $249K
|
4.25K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.62K+ 16.65% |
$77.8K - $94.9K
|
11.4K
$598K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.9K+ 22.83% |
$619K - $754K
|
69.3K
$3.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.58K- 3.23% |
$220K - $268K
|
137K
$7.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.23K- 31.98% |
$251K - $306K
|
11.1K
$586K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.65K+ 34.19% |
$127K - $155K
|
10.4K
$547K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 3.37% |
$336 - $410
|
215
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-160- 0.91% |
$7.68K - $9.36K
|
17.5K
$919K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.05K- 0.41% |
$50.2K - $61.2K
|
253K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.1K+ 21.93% |
$197K - $240K
|
22.8K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-319- 3.31% |
$15.3K - $18.7K
|
9.32K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-36.1K- 5.59% |
$1.73M - $2.11M
|
611K
$32.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
680+ 8.33% |
$32.6K - $39.8K
|
8.84K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.9K- 14.64% |
$572K - $697K
|
69.4K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-13K- 23.78% |
$626K - $763K
|
41.8K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.52K- 47.6% |
$457K - $557K
|
10.5K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32+ 0.38% |
$1.54K - $1.87K
|
8.44K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-503- 44.05% |
$24.1K - $29.4K
|
639
$33.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-450- 5.26% |
$21.6K - $26.3K
|
8.1K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.04% |
$384 - $468
|
780
$41.1K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.44% |
$52.8K - $64.4K
|
247K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.77K- 15.01% |
$84.8K - $103K
|
10K
$526K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.2K+ 3.76% |
$924K - $1.13M
|
532K
$28M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
480New |
$23K - $28.1K
|
480
$25.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-360- 3.99% |
$17.3K - $21.1K
|
8.67K
$456K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
208+ 0.62% |
$9.99K - $12.2K
|
33.7K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.02K- 2.09% |
$48.7K - $59.4K
|
47.6K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
418+ 3.54% |
$20.1K - $24.5K
|
12.2K
$643K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.97KNew |
$191K - $232K
|
3.97K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-383- 7.4% |
$18.4K - $22.4K
|
4.8K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-138- 0.53% |
$6.63K - $8.08K
|
25.8K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.54KNew |
$218K - $266K
|
4.54K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.01K+ 7.94% |
$144K - $176K
|
40.8K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
5.93KNew |
$285K - $347K
|
5.93K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.21K+ 7.41% |
$57.9K - $70.5K
|
17.5K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-13.9K- 52.96% |
$668K - $815K
|
12.4K
$650K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
900K+ 2729.85% |
$43.2M - $52.7M
|
933K
$49.1M
|