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 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 100.0% |
$720 - $878
|
30
$1.58K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.46M+ 7438.3% |
$70.3M - $85.7M
|
1.48M
$78.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
4.78K+ 18.01% |
$230K - $280K
|
31.3K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 10.28% |
$528 - $644
|
96
$5.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10.2K- 3.6% |
$488K - $595K
|
272K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-302- 6.23% |
$14.5K - $17.7K
|
4.55K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
94+ 1.95% |
$4.51K - $5.5K
|
4.92K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
4.12KNew |
$198K - $241K
|
4.12K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 42.5% |
$1.63K - $1.99K
|
46
$2.42K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.9K+ 20.24% |
$667K - $813K
|
82.5K
$4.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 10.38% |
$912 - $1.11K
|
202
$10.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
327+ 0.46% |
$15.7K - $19.1K
|
71.6K
$3.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.8KNew |
$182K - $222K
|
3.8K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.43K- 3.76% |
$68.5K - $83.5K
|
36.5K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4.1K+ 53.73% |
$197K - $240K
|
11.7K
$618K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.17K+ 32.6% |
$200K - $244K
|
16.9K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-546- 11.48% |
$26.2K - $32K
|
4.21K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.93K- 19.46% |
$141K - $171K
|
12.1K
$638K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
8.9KNew |
$427K - $521K
|
8.9K
$469K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.06% |
$288 - $351
|
9.33K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 10.34% |
$92.4K - $113K
|
16.7K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
88New |
$4.22K - $5.15K
|
88
$4.63K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 8.66% |
$70K - $85.3K
|
18.3K
$962K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
460+ 48.42% |
$22.1K - $26.9K
|
1.41K
$74.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 12.45% |
$60.6K - $73.9K
|
11.4K
$600K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17.7K- 61.62% |
$851K - $1.04M
|
11K
$581K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-550- 4.64% |
$26.4K - $32.2K
|
11.3K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9- 0.07% |
$432 - $527
|
13.7K
$720K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$48 - $58.5
|
213
$11.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.64% |
$240 - $293
|
787
$41.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-70- 49.65% |
$3.36K - $4.1K
|
71
$3.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
5.93K+ 20.36% |
$285K - $347K
|
35.1K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-467- 1.58% |
$22.4K - $27.3K
|
29.2K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 2.0% |
$542K - $660K
|
575K
$30.3M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.31K- 32.33% |
$159K - $194K
|
6.93K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-464K- 26.26% |
$22.3M - $27.2M
|
1.3M
$68.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.13% |
$336 - $410
|
5.56K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 3.85% |
$384 - $468
|
216
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-648- 6.96% |
$31.1K - $37.9K
|
8.66K
$456K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.3K- 5.78% |
$1.02M - $1.25M
|
347K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 27.78% |
$4.8K - $5.85K
|
260
$13.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.23% |
$384 - $468
|
661
$34.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
15+ 0.77% |
$720 - $878
|
1.97K
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$4.8K - $5.85K
|
100
$5.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.13K- 0.58% |
$102K - $125K
|
365K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 16.33% |
$384 - $468
|
57
$3K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.13K+ 0.46% |
$54.3K - $66.1K
|
248K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
6New |
$288 - $351
|
6
$316
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-273- 4.94% |
$13.1K - $16K
|
5.25K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10- 0.2% |
$480 - $585
|
5K
$263K
|