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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.55K- 44.7% |
$171K - $208K
|
4.39K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
452+ 2.45% |
$21.7K - $26.5K
|
18.9K
$993K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.6K- 54.91% |
$2.62M - $3.19M
|
44.8K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.95% |
$1.92K - $2.34K
|
4.24K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
3.88KNew |
$186K - $227K
|
3.88K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 1.12% |
$3.12K - $3.8K
|
5.76K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-298- 7.2% |
$14.3K - $17.4K
|
3.84K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
4.36KNew |
$209K - $255K
|
4.36K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-3.2K- 41.06% |
$154K - $187K
|
4.6K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
21.2KNew |
$1.02M - $1.24M
|
21.2K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
41.7K+ 4.59% |
$2M - $2.44M
|
952K
$50.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-331- 0.05% |
$15.9K - $19.4K
|
602K
$31.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.47KNew |
$166K - $203K
|
3.47K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.5K+ 3.79% |
$553K - $674K
|
316K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.83K- 4.1% |
$136K - $165K
|
66K
$3.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.02K+ 7.3% |
$97.2K - $118K
|
29.8K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.19K+ 183.77% |
$57.1K - $69.6K
|
1.84K
$96.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.8K+ 3.41% |
$230K - $281K
|
146K
$7.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
321+ 1.95% |
$15.4K - $18.8K
|
16.8K
$882K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.06K+ 9.71% |
$243K - $296K
|
57.1K
$3.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
16.8KNew |
$805K - $981K
|
16.8K
$882K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.51K+ 2.71% |
$72.6K - $88.6K
|
57.4K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.63K- 1.35% |
$78.1K - $95.2K
|
119K
$6.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-726- 2.72% |
$34.9K - $42.5K
|
25.9K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-75- 0.68% |
$3.6K - $4.39K
|
10.9K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
279+ 0.16% |
$13.4K - $16.3K
|
178K
$9.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.25K+ 141.67% |
$204K - $249K
|
7.25K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
448+ 6.05% |
$21.5K - $26.2K
|
7.85K
$413K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
4.03KNew |
$193K - $236K
|
4.03K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.47K- 2.64% |
$215K - $262K
|
165K
$8.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
258+ 3.5% |
$12.4K - $15.1K
|
7.64K
$402K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
795+ 15.4% |
$38.2K - $46.5K
|
5.96K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.64K+ 87.44% |
$223K - $272K
|
9.96K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
318+ 40.25% |
$15.3K - $18.6K
|
1.11K
$58.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
603+ 1.73% |
$29K - $35.3K
|
35.4K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 3.14% |
$480 - $585
|
328
$17.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.43K+ 2.51% |
$117K - $142K
|
99.5K
$5.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.23K+ 5.84% |
$59.1K - $72K
|
22.3K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.77K+ 2.4% |
$133K - $162K
|
118K
$6.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.89K+ 8.8% |
$139K - $169K
|
35.7K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36+ 0.94% |
$1.73K - $2.11K
|
3.87K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-140- 2.56% |
$6.72K - $8.19K
|
5.32K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
148+ 2.05% |
$7.11K - $8.66K
|
7.36K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 1.27% |
$3.17K - $3.86K
|
5.26K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
40New |
$1.92K - $2.34K
|
40
$2.11K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-465- 5.15% |
$22.3K - $27.2K
|
8.57K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
159New |
$7.63K - $9.31K
|
159
$8.37K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 0.12% |
$624 - $761
|
10.6K
$558K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
70New |
$3.36K - $4.1K
|
70
$3.68K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
520+ 48.55% |
$25K - $30.4K
|
1.59K
$83.7K
|