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 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 82.47% |
$96K - $117K
|
4.43K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-157- 0.98% |
$7.54K - $9.19K
|
15.9K
$853K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-619- 36.24% |
$29.7K - $36.2K
|
1.09K
$58.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-785- 4.51% |
$37.7K - $45.9K
|
16.6K
$891K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.82K+ 2.1% |
$135K - $165K
|
137K
$7.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
230+ 1.32% |
$11K - $13.5K
|
17.6K
$946K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-166- 3.08% |
$7.97K - $9.72K
|
5.22K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.5KNew |
$168K - $205K
|
3.5K
$188K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-532- 0.72% |
$25.5K - $31.1K
|
73.5K
$3.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
420+ 2.7% |
$20.2K - $24.6K
|
16K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-724- 12.25% |
$34.8K - $42.4K
|
5.19K
$278K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-491- 7.64% |
$23.6K - $28.7K
|
5.94K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-140- 27.83% |
$6.72K - $8.19K
|
363
$19.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 4.66% |
$9.6K - $11.7K
|
4.09K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-18.1K- 48.14% |
$867K - $1.06M
|
19.5K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
121+ 4.74% |
$5.81K - $7.08K
|
2.67K
$143K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.36% |
$1.25K - $1.52K
|
7.24K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.16K- 11.37% |
$55.8K - $68K
|
9.06K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
39+ 0.42% |
$1.87K - $2.28K
|
9.32K
$499K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-87- 1.98% |
$4.18K - $5.09K
|
4.31K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12.4KNew |
$596K - $727K
|
12.4K
$666K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.27K- 9.14% |
$109K - $133K
|
22.5K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
15+ 0.1% |
$720 - $878
|
15.4K
$827K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
71+ 2.31% |
$3.41K - $4.16K
|
3.14K
$168K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.21% |
$144 - $176
|
1.42K
$76.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-654- 6.11% |
$31.4K - $38.3K
|
10.1K
$539K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.62K- 4.16% |
$77.5K - $94.5K
|
37.2K
$1.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 0.77% |
$4.8K - $5.85K
|
12.9K
$693K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.43K+ 19.97% |
$164K - $201K
|
20.6K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.2K+ 6.99% |
$536K - $654K
|
171K
$9.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.13KNew |
$294K - $359K
|
6.13K
$329K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
136K+ 63.43% |
$6.54M - $7.97M
|
351K
$18.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
271+ 6.11% |
$13K - $15.9K
|
4.7K
$252K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-109- 1.4% |
$5.23K - $6.38K
|
7.67K
$411K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
46+ 0.24% |
$2.21K - $2.69K
|
19.2K
$1.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
295+ 4.49% |
$14.2K - $17.3K
|
6.86K
$368K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.97K- 7.6% |
$142K - $174K
|
36.1K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.07K- 16.48% |
$243K - $297K
|
25.7K
$1.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
75+ 1.19% |
$3.6K - $4.39K
|
6.37K
$341K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.13K+ 17.77% |
$198K - $242K
|
27.4K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.1K- 23.73% |
$52.8K - $64.3K
|
3.53K
$189K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.82K- 6.82% |
$87.2K - $106K
|
24.8K
$1.33M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
302+ 4.71% |
$14.5K - $17.7K
|
6.71K
$360K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-24- 0.17% |
$1.15K - $1.4K
|
13.7K
$735K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-200- 0.52% |
$9.6K - $11.7K
|
38K
$2.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.04K- 19.68% |
$50.1K - $61.1K
|
4.26K
$228K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-146- 3.66% |
$7.01K - $8.55K
|
3.84K
$206K
|
|
|
Oct 01, 2024
Q3 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-70.2K- 5.61% |
$3.37M - $4.11M
|
1.18M
$63.3M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.88K- 15.58% |
$135K - $155K
|
15.6K
$836K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-4.25KClosed |
$199K - $229K
|
0
$0
|
|