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 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
8.9K+ 6.75% |
$427K - $521K
|
141K
$7.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-124- 57.14% |
$5.95K - $7.26K
|
93
$4.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-155- 1.8% |
$7.44K - $9.07K
|
8.44K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.8K- 31.34% |
$86.6K - $106K
|
3.95K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-920- 13.69% |
$44.2K - $53.8K
|
5.8K
$311K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
3.76KNew |
$180K - $220K
|
3.76K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43+ 1.05% |
$2.06K - $2.52K
|
4.13K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
25.3K+ 28.78% |
$1.21M - $1.48M
|
113K
$6.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.02K+ 2.43% |
$145K - $177K
|
127K
$6.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-56- 7.45% |
$2.69K - $3.28K
|
696
$37.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.14% |
$48 - $58.5
|
89
$4.77K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.27K+ 32.24% |
$109K - $133K
|
9.33K
$500K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.72K- 4.22% |
$179K - $218K
|
84.6K
$4.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.4K+ 31.43% |
$115K - $141K
|
10K
$538K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
211+ 0.28% |
$10.1K - $12.3K
|
74.7K
$4M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35.7K- 90.67% |
$1.72M - $2.09M
|
3.68K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.01K+ 49.03% |
$241K - $293K
|
15.2K
$816K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-66- 0.48% |
$3.17K - $3.86K
|
13.8K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.62K+ 48.15% |
$318K - $388K
|
20.4K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.82% |
$9.79K - $11.9K
|
11.4K
$613K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.61K+ 13.21% |
$221K - $270K
|
39.5K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.35K+ 21.83% |
$113K - $137K
|
13.1K
$701K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-217- 63.08% |
$10.4K - $12.7K
|
127
$6.81K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
4+ 0.07% |
$192 - $234
|
5.75K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-231- 3.41% |
$11.1K - $13.5K
|
6.54K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.04KNew |
$194K - $236K
|
4.04K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
727+ 5.07% |
$34.9K - $42.6K
|
15.1K
$808K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.89K+ 19.53% |
$90.5K - $110K
|
11.5K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
17+ 3.51% |
$816 - $995
|
501
$26.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
94+ 0.79% |
$4.51K - $5.5K
|
12K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 0.51% |
$4.8K - $5.85K
|
19.6K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
172+ 2.13% |
$8.26K - $10.1K
|
8.24K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 37.5% |
$432 - $527
|
33
$1.77K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.7K+ 35.01% |
$130K - $158K
|
10.4K
$558K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.96KNew |
$190K - $232K
|
3.96K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-614- 12.5% |
$29.5K - $35.9K
|
4.3K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 1.16% |
$1.01K - $1.23K
|
1.83K
$98.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32+ 0.29% |
$1.54K - $1.87K
|
10.9K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
4KNew |
$192K - $234K
|
4K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2K- 10.17% |
$95.8K - $117K
|
17.6K
$945K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.6K+ 15.85% |
$76.8K - $93.6K
|
11.7K
$627K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-239- 1.77% |
$11.5K - $14K
|
13.3K
$710K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
882+ 3.12% |
$42.3K - $51.6K
|
29.2K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.79K- 9.01% |
$85.8K - $105K
|
18.1K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 60.0% |
$3.6K - $4.39K
|
50
$2.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.41% |
$2.64K - $3.22K
|
13.2K
$708K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.78K- 6.99% |
$85.6K - $104K
|
23.7K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 12.16% |
$67.8K - $82.6K
|
13K
$698K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.8KNew |
$182K - $222K
|
3.8K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.41K- 14.33% |
$116K - $141K
|
14.4K
$773K
|