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 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.71K- 7.86% |
$274K - $334K
|
66.9K
$3.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.6K+ 401.98% |
$2.09M - $2.55M
|
54.4K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-637- 1.81% |
$30.6K - $37.3K
|
34.5K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.64KNew |
$175K - $213K
|
3.64K
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.01K- 3.97% |
$48.4K - $59.1K
|
24.4K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.63K+ 2366.67% |
$126K - $154K
|
2.74K
$144K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-291- 0.54% |
$14K - $17K
|
53.5K
$2.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.06M+ 707.37% |
$51M - $62.1M
|
1.21M
$63.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.9K+ 40.95% |
$1.05M - $1.28M
|
75.4K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 12.94% |
$63.2K - $77K
|
11.5K
$604K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.42% |
$9.6K - $11.7K
|
47.2K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
34.1KNew |
$1.64M - $2M
|
34.1K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-722- 15.71% |
$34.7K - $42.3K
|
3.87K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.03% |
$144 - $176
|
8.64K
$455K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4K- 46.71% |
$192K - $234K
|
4.56K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 5.8% |
$50K - $60.9K
|
19K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-95- 1.48% |
$4.56K - $5.56K
|
6.33K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- 0.04% |
$96 - $117
|
5.46K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
67+ 6.25% |
$3.22K - $3.92K
|
1.14K
$59.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-733- 3.3% |
$35.2K - $42.9K
|
21.5K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
700+ 3.44% |
$33.6K - $41K
|
21.1K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
91+ 0.75% |
$4.37K - $5.33K
|
12.2K
$642K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.27K+ 10.03% |
$61K - $74.4K
|
13.9K
$734K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
203+ 3.42% |
$9.75K - $11.9K
|
6.13K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.54K- 18.26% |
$122K - $149K
|
11.4K
$598K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 1.1% |
$4.08K - $4.98K
|
7.81K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.84KNew |
$184K - $225K
|
3.84K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
13.3KNew |
$637K - $776K
|
13.3K
$698K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.53K- 4.86% |
$265K - $323K
|
108K
$5.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-552- 4.1% |
$26.5K - $32.3K
|
12.9K
$679K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
37.5K+ 351.85% |
$1.8M - $2.2M
|
48.2K
$2.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
6KNew |
$288K - $351K
|
6K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.42K+ 7.14% |
$356K - $435K
|
111K
$5.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
173+ 2.45% |
$8.31K - $10.1K
|
7.22K
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
416+ 8.65% |
$20K - $24.3K
|
5.23K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
67+ 0.62% |
$3.22K - $3.92K
|
10.9K
$574K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.79% |
$48 - $58.5
|
57
$3K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-307- 3.26% |
$14.7K - $18K
|
9.12K
$480K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-945- 1.76% |
$45.4K - $55.3K
|
52.7K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.34K+ 17.16% |
$64.5K - $78.7K
|
9.18K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-284- 1.73% |
$13.6K - $16.6K
|
16.1K
$850K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.68K+ 12.83% |
$80.8K - $98.5K
|
14.8K
$779K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-422- 2.71% |
$20.3K - $24.7K
|
15.2K
$798K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
109KNew |
$5.23M - $6.38M
|
109K
$5.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.58K- 7.05% |
$124K - $151K
|
34K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.16K- 3.8% |
$55.7K - $67.9K
|
29.4K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.93KNew |
$333K - $406K
|
6.93K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-178- 1.6% |
$8.55K - $10.4K
|
10.9K
$575K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-93- 0.38% |
$4.46K - $5.44K
|
24.4K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.34K- 19.48% |
$64.2K - $78.3K
|
5.53K
$291K
|