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 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-320- 22.57% |
$15.4K - $18.7K
|
1.1K
$58.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.7K- 39.4% |
$178K - $216K
|
5.69K
$305K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.84KNew |
$184K - $225K
|
3.84K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
734+ 1.07% |
$35.2K - $43K
|
69.3K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70KNew |
$3.36M - $4.1M
|
70K
$3.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.8K+ 651.16% |
$134K - $164K
|
3.23K
$173K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
36+ 3.68% |
$1.73K - $2.11K
|
1.02K
$54.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-240- 12.35% |
$11.5K - $14K
|
1.7K
$91.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96+ 3.49% |
$4.61K - $5.62K
|
2.85K
$153K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 3.0% |
$6K - $7.32K
|
4.05K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.26K- 2.45% |
$205K - $250K
|
170K
$9.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-510- 9.83% |
$24.5K - $29.9K
|
4.68K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 14.87% |
$132K - $161K
|
15.7K
$843K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
9.01KNew |
$433K - $527K
|
9.01K
$483K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
59+ 0.77% |
$2.83K - $3.45K
|
7.68K
$411K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-71- 2.43% |
$3.41K - $4.16K
|
2.86K
$153K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1K- 7.38% |
$48K - $58.5K
|
12.5K
$672K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.17% |
$576 - $702
|
6.87K
$368K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.29K+ 118.37% |
$398K - $485K
|
15.3K
$819K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-689- 3.98% |
$33.1K - $40.3K
|
16.6K
$891K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
870+ 92.95% |
$41.8K - $50.9K
|
1.81K
$96.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.2% |
$576 - $702
|
5.96K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1K- 11.04% |
$48K - $58.5K
|
8.05K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-63- 0.68% |
$3.02K - $3.69K
|
9.14K
$490K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 12.0% |
$144K - $176K
|
22K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.01% |
$432 - $527
|
81.4K
$4.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-69- 0.89% |
$3.31K - $4.04K
|
7.67K
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
267+ 32.01% |
$12.8K - $15.6K
|
1.1K
$59K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.8KNew |
$517K - $630K
|
10.8K
$577K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
466+ 20.44% |
$22.4K - $27.3K
|
2.75K
$147K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-172- 2.79% |
$8.26K - $10.1K
|
5.98K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.63K+ 114.12% |
$318K - $388K
|
12.4K
$667K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
13.9K+ 39.37% |
$665K - $811K
|
49.1K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.5K- 84.41% |
$1.03M - $1.26M
|
3.97K
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$96 - $117
|
2
$107
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.05K+ 12.21% |
$50.4K - $61.5K
|
9.65K
$517K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.79K- 60.45% |
$278K - $339K
|
3.79K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.02K+ 11.99% |
$96.8K - $118K
|
18.8K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 1.46% |
$768 - $936
|
1.12K
$59.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.67K+ 31.8% |
$80.1K - $97.7K
|
6.92K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
420+ 7.89% |
$20.2K - $24.6K
|
5.75K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-526- 6.58% |
$25.3K - $30.8K
|
7.46K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.23K+ 146.27% |
$395K - $481K
|
13.8K
$742K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
770+ 1.84% |
$37K - $45.1K
|
42.6K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.39K- 1.18% |
$115K - $140K
|
201K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-667- 3.12% |
$32K - $39K
|
20.7K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-8.1K- 1.71% |
$389K - $474K
|
466K
$25M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-174- 1.93% |
$8.35K - $10.2K
|
8.84K
$474K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-268- 2.21% |
$12.9K - $15.7K
|
11.9K
$637K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27+ 1.16% |
$1.3K - $1.58K
|
2.35K
$126K
|