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 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-682- 11.42% |
$32.7K - $39.9K
|
5.29K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.32K+ 44.15% |
$111K - $135K
|
7.56K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.88KNew |
$186K - $227K
|
3.88K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.77KNew |
$181K - $221K
|
3.77K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.64KNew |
$175K - $213K
|
3.64K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.67KNew |
$176K - $215K
|
3.67K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8.09K+ 5781.43% |
$389K - $474K
|
8.23K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-102- 1.39% |
$4.9K - $5.97K
|
7.22K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.55KNew |
$170K - $208K
|
3.55K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-288- 4.87% |
$13.8K - $16.9K
|
5.62K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11K+ 255.84% |
$530K - $647K
|
15.4K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 0.77% |
$1.49K - $1.81K
|
4.08K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-317- 3.61% |
$15.2K - $18.6K
|
8.47K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-408- 13.89% |
$19.6K - $23.9K
|
2.53K
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
101+ 0.85% |
$4.85K - $5.91K
|
12K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-666- 17.53% |
$32K - $39K
|
3.13K
$168K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40+ 0.7% |
$1.92K - $2.34K
|
5.72K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
705+ 2.32% |
$33.8K - $41.3K
|
31.1K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
16.2K+ 112.12% |
$780K - $951K
|
30.7K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-466- 5.1% |
$22.4K - $27.3K
|
8.68K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
135+ 2.98% |
$6.48K - $7.9K
|
4.67K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-1.99K- 13.16% |
$95.6K - $117K
|
13.1K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
637+ 17.1% |
$30.6K - $37.3K
|
4.36K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-707- 5.02% |
$33.9K - $41.4K
|
13.4K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.07KNew |
$195K - $238K
|
4.07K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
175+ 9.89% |
$8.4K - $10.2K
|
1.95K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-61- 6.18% |
$2.93K - $3.57K
|
926
$49.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.44% |
$480 - $585
|
2.29K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-260- 1.82% |
$12.5K - $15.2K
|
14.1K
$754K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.14K- 42.14% |
$295K - $359K
|
8.43K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.72K+ 3.12% |
$82.7K - $101K
|
56.9K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.03K- 12.5% |
$49.2K - $60K
|
7.18K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-332- 5.44% |
$15.9K - $19.4K
|
5.78K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 19.88% |
$1.58K - $1.93K
|
199
$10.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.73KNew |
$323K - $394K
|
6.73K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.8K- 4.16% |
$134K - $164K
|
64.5K
$3.46M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
65.6KNew |
$3.15M - $3.84M
|
65.6K
$3.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-400- 2.2% |
$19.2K - $23.4K
|
17.8K
$952K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
204+ 1.19% |
$9.79K - $11.9K
|
17.3K
$928K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 3.54% |
$1.1K - $1.35K
|
626
$33.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.02% |
$96 - $117
|
9.91K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-1.15K- 15.49% |
$55.2K - $67.3K
|
6.28K
$336K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
718+ 8.62% |
$34.5K - $42K
|
9.05K
$485K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.24K- 1.91% |
$107K - $131K
|
115K
$6.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.92K+ 2.09% |
$236K - $288K
|
241K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.21% |
$48 - $58.5
|
469
$25.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
220+ 4.84% |
$10.6K - $12.9K
|
4.77K
$256K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-30.9K- 11.34% |
$1.48M - $1.81M
|
242K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 11.94% |
$118K - $143K
|
18.1K
$967K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.43K- 66.78% |
$117K - $142K
|
1.21K
$64.8K
|