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 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 2.58% |
$1.34K - $1.64K
|
1.11K
$59.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 3.01% |
$6.53K - $7.96K
|
4.66K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.78K+ 29.66% |
$181K - $221K
|
16.5K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-80- 0.23% |
$3.84K - $4.68K
|
34.4K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$240 - $293
|
7.2K
$386K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.69K- 1.35% |
$129K - $157K
|
196K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 1.08% |
$672 - $819
|
1.31K
$70.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
3.73KNew |
$179K - $218K
|
3.73K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.85KNew |
$185K - $225K
|
3.85K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 7.3% |
$758K - $924K
|
232K
$12.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-330- 2.21% |
$15.8K - $19.3K
|
14.6K
$783K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.7K- 13.4% |
$4.45M - $5.43M
|
599K
$32.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 1.21% |
$384 - $468
|
669
$35.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.43K+ 27.8% |
$68.4K - $83.4K
|
6.55K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
226K+ 10.31% |
$10.9M - $13.2M
|
2.42M
$130M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.92K+ 57.67% |
$140K - $171K
|
7.99K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-731- 7.19% |
$35.1K - $42.8K
|
9.44K
$506K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.25K- 2.32% |
$300K - $366K
|
264K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20K- 16.98% |
$959K - $1.17M
|
97.7K
$5.23M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
811+ 5.05% |
$38.9K - $47.5K
|
16.9K
$904K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.13K- 10.29% |
$54K - $65.8K
|
9.81K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
556+ 1.99% |
$26.7K - $32.5K
|
28.5K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-1.59K- 12.7% |
$76.2K - $92.9K
|
10.9K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.13K- 10.29% |
$54K - $65.8K
|
9.81K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.07KNew |
$195K - $238K
|
4.07K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
116+ 2.35% |
$5.57K - $6.79K
|
5.05K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.83% |
$144 - $176
|
364
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
12.6K+ 16.73% |
$605K - $737K
|
87.9K
$4.71M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
16.2K+ 1.66% |
$778K - $948K
|
991K
$53.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-392- 2.51% |
$18.8K - $22.9K
|
15.2K
$815K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-144- 1.63% |
$6.91K - $8.43K
|
8.68K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
622New |
$29.9K - $36.4K
|
622
$33.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-17.1K- 35.15% |
$820K - $1M
|
31.5K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-170- 0.24% |
$8.16K - $9.95K
|
71.9K
$3.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
55+ 9.53% |
$2.64K - $3.22K
|
632
$33.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 39.42% |
$80.6K - $98.2K
|
5.94K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
841+ 16.32% |
$40.4K - $49.2K
|
6K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
15.4K+ 47.56% |
$739K - $901K
|
47.8K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.79% |
$4.8K - $5.85K
|
5.49K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.24KNew |
$252K - $307K
|
5.24K
$281K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-130- 18.16% |
$6.24K - $7.61K
|
586
$31.4K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
428+ 9.45% |
$20.5K - $25.1K
|
4.96K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-709- 3.69% |
$34K - $41.5K
|
18.5K
$992K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.31K- 10.93% |
$111K - $135K
|
18.9K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.76KNew |
$180K - $220K
|
3.76K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-263- 3.95% |
$12.6K - $15.4K
|
6.4K
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 33.45% |
$104K - $127K
|
4.32K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-933- 10.94% |
$44.8K - $54.6K
|
7.59K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
211+ 1.29% |
$10.1K - $12.3K
|
16.6K
$887K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.03% |
$480 - $585
|
29.1K
$1.56M
|