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 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
639+ 7.25% |
$30.7K - $37.4K
|
9.45K
$506K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.55KNew |
$170K - $208K
|
3.55K
$190K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
280+ 3.12% |
$13.4K - $16.4K
|
9.27K
$497K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.44K- 3.27% |
$69.3K - $84.5K
|
42.7K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
13.5K+ 2.56% |
$648K - $789K
|
539K
$28.9M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 1.14% |
$4.56K - $5.56K
|
8.4K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
847+ 5.1% |
$40.7K - $49.6K
|
17.5K
$935K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.72% |
$48 - $58.5
|
59
$3.16K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.33K- 34.21% |
$63.9K - $78K
|
2.56K
$137K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.63% |
$960 - $1.17K
|
3.18K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.4K- 4.71% |
$1.65M - $2.01M
|
696K
$37.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.2K+ 4.06% |
$57.7K - $70.3K
|
30.8K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 20.27% |
$2.83K - $3.45K
|
350
$18.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.69K+ 6.04% |
$80.9K - $98.7K
|
29.6K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.91K- 15.87% |
$140K - $170K
|
15.4K
$827K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-198- 2.76% |
$9.51K - $11.6K
|
6.98K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
4.5KNew |
$216K - $263K
|
4.5K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
15.2K+ 4.71% |
$730K - $890K
|
338K
$18.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
220+ 5.31% |
$10.6K - $12.9K
|
4.36K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
860+ 15.41% |
$41.3K - $50.3K
|
6.44K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.85KNew |
$185K - $225K
|
3.85K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-16.6K- 3.66% |
$795K - $969K
|
436K
$23.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-825- 7.95% |
$39.6K - $48.3K
|
9.55K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
9.62K+ 7.07% |
$462K - $563K
|
146K
$7.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
254New |
$12.2K - $14.9K
|
254
$13.6K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-3.04K- 5.72% |
$146K - $178K
|
50.1K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.25% |
$48 - $58.5
|
408
$21.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 0.55% |
$4.66K - $5.68K
|
17.6K
$943K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.81K+ 2.87% |
$135K - $164K
|
100K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 3.1% |
$1.63K - $1.99K
|
1.06K
$57K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-903- 36.06% |
$43.4K - $52.9K
|
1.6K
$85.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.27K- 4.98% |
$109K - $133K
|
43.3K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-13- 0.07% |
$624 - $761
|
19.7K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-937- 1.5% |
$45K - $54.8K
|
61.3K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-595- 14.09% |
$28.6K - $34.8K
|
3.63K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-11K- 39.8% |
$530K - $646K
|
16.7K
$894K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-87- 1.5% |
$4.18K - $5.09K
|
5.73K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
200+ 277.78% |
$9.6K - $11.7K
|
272
$14.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-23.2K- 19.57% |
$1.11M - $1.36M
|
95.3K
$5.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.09% |
$576 - $702
|
13.8K
$741K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.81KNew |
$375K - $457K
|
7.81K
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.35% |
$816 - $995
|
4.92K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-879- 10.01% |
$42.2K - $51.4K
|
7.9K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
200+ 3.5% |
$9.6K - $11.7K
|
5.92K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.42K- 1.94% |
$68K - $82.9K
|
71.6K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.73K- 24.7% |
$179K - $218K
|
11.4K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.27K+ 2.73% |
$60.9K - $74.2K
|
47.7K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$552K - $674K
|
11.5K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
22+ 169.23% |
$1.06K - $1.29K
|
35
$1.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
50.2K+ 16.24% |
$2.41M - $2.94M
|
359K
$19.2M
|