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 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.51M- 26.07% |
$72.3M - $88.2M
|
4.27M
$229M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16KNew |
$55.5K - $67.6K
|
1.16K
$61.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
385New |
$18.5K - $22.5K
|
385
$20.6K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.09K+ 0.36% |
$52.1K - $63.6K
|
306K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
858+ 5.18% |
$41.2K - $50.2K
|
17.4K
$934K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179- 1.38% |
$8.59K - $10.5K
|
12.8K
$686K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
4.3KNew |
$206K - $252K
|
4.3K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
253+ 2.63% |
$12.1K - $14.8K
|
9.89K
$530K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
26+ 2.2% |
$1.25K - $1.52K
|
1.21K
$64.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 17.96% |
$11.6K - $14.1K
|
1.1K
$59K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 3.08% |
$6.58K - $8.02K
|
4.59K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.08% |
$480 - $585
|
12.5K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.67K- 7.56% |
$80.1K - $97.7K
|
20.4K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.52KNew |
$72.9K - $88.9K
|
1.52K
$81.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.41K- 0.53% |
$163K - $199K
|
636K
$34.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.47K- 0.83% |
$119K - $145K
|
297K
$15.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
459+ 3.13% |
$22K - $26.9K
|
15.1K
$809K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
3.74KNew |
$180K - $219K
|
3.74K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 26.6% |
$95.1K - $116K
|
9.42K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.88K+ 22.31% |
$90.2K - $110K
|
10.3K
$552K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.09% |
$384 - $468
|
9.41K
$504K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.37K- 9.3% |
$258K - $315K
|
52.4K
$2.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
898+ 1.32% |
$43.1K - $52.6K
|
68.7K
$3.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.04% |
$48 - $58.5
|
2.28K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-937- 13.1% |
$45K - $54.8K
|
6.21K
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
500+ 11.89% |
$24K - $29.3K
|
4.71K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-109- 26.59% |
$5.23K - $6.38K
|
301
$16.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.9K- 32.71% |
$1.29M - $1.58M
|
55.4K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 0.14% |
$960 - $1.17K
|
14.7K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
90+ 2.42% |
$4.32K - $5.27K
|
3.81K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-628- 8.34% |
$30.2K - $36.8K
|
6.9K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.69KNew |
$177K - $216K
|
3.69K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.63K+ 29.94% |
$318K - $388K
|
28.8K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.4K- 44.6% |
$501K - $610K
|
13K
$694K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-236- 5.71% |
$11.3K - $13.8K
|
3.89K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-321- 2.08% |
$15.4K - $18.8K
|
15.1K
$810K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-7.48K- 31.45% |
$359K - $438K
|
16.3K
$873K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.07K+ 4.85% |
$51.5K - $62.8K
|
23.2K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
4.06KNew |
$195K - $238K
|
4.06K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
169New |
$8.11K - $9.89K
|
169
$9.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
267KNew |
$12.8M - $15.7M
|
267K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.66K- 12.58% |
$79.6K - $97K
|
11.5K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.35KNew |
$209K - $255K
|
4.35K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 4.54% |
$34.1K - $41.6K
|
15K
$802K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-107- 1.54% |
$5.14K - $6.26K
|
6.82K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
155+ 0.3% |
$7.44K - $9.07K
|
51.8K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.7KNew |
$226K - $275K
|
4.7K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.1K- 4.97% |
$486K - $592K
|
193K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-686- 4.16% |
$32.9K - $40.2K
|
15.8K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
46.3KNew |
$2.22M - $2.71M
|
46.3K
$2.48M
|