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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 98.29% |
$516K - $594K
|
192
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 0.39% |
$2.3K - $2.64K
|
12.5K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
832+ 13.66% |
$39K - $44.9K
|
6.92K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.6KNew |
$873K - $1M
|
18.6K
$998K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.58KNew |
$261K - $301K
|
5.58K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-48.8K- 73.08% |
$2.29M - $2.63M
|
18K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.1KNew |
$474K - $546K
|
10.1K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.29% |
$141 - $162
|
236
$12.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3K- 14.41% |
$141K - $162K
|
17.8K
$955K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-546- 14.89% |
$25.6K - $29.5K
|
3.12K
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
733New |
$34.3K - $39.5K
|
733
$39.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.42KNew |
$348K - $400K
|
7.42K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-363- 22.0% |
$17K - $19.6K
|
1.29K
$69K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-293- 76.3% |
$13.7K - $15.8K
|
91
$4.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16New |
$750 - $863
|
16
$857
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.44M - $1.66M
|
30.8K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.2K- 22.9% |
$525K - $604K
|
37.7K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
28.5KNew |
$1.34M - $1.54M
|
28.5K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-40- 0.11% |
$1.87K - $2.16K
|
35.7K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-34.1K- 86.98% |
$1.6M - $1.84M
|
5.11K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-577- 6.78% |
$27K - $31.1K
|
7.94K
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-182- 4.04% |
$8.53K - $9.82K
|
4.32K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 15.0% |
$14.1K - $16.2K
|
2.3K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.16K- 28.1% |
$101K - $117K
|
5.54K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-34.6K- 19.99% |
$1.62M - $1.86M
|
138K
$7.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.7K- 40.97% |
$829K - $955K
|
25.5K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.84K- 21.93% |
$86.1K - $99.1K
|
6.55K
$351K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40+ 1.8% |
$1.87K - $2.16K
|
2.26K
$121K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.58KNew |
$74.1K - $85.3K
|
1.58K
$84.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
27.1KNew |
$1.27M - $1.46M
|
27.1K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-102- 47.22% |
$4.78K - $5.5K
|
114
$6.11K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$113K - $131K
|
2.42K
$130K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.3KNew |
$248K - $286K
|
5.3K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
31.3K+ 26.46% |
$1.47M - $1.69M
|
150K
$8.03M
|
|
|
Aug 05, 2024
Q2 2024
|
General American Investors CO Inc
|
BUY
|
- |
30K+ 11.54% |
$1.41M - $1.62M
|
290K
$15.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.93KNew |
$231K - $266K
|
4.93K
$264K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-431- 3.06% |
$20.2K - $23.2K
|
13.7K
$732K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.4K- 4.28% |
$65.4K - $75.3K
|
31.2K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 11.1% |
$9.37K - $10.8K
|
1.6K
$85.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-166- 0.6% |
$7.78K - $8.95K
|
27.5K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-150- 2.48% |
$7.03K - $8.09K
|
5.9K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.5K+ 170.95% |
$678K - $781K
|
22.9K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
147New |
$6.89K - $7.93K
|
147
$7.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-897- 6.77% |
$42K - $48.4K
|
12.3K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
294New |
$13.8K - $15.9K
|
294
$15.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
30+ 0.19% |
$1.41K - $1.62K
|
15.8K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 17.9% |
$55.3K - $63.7K
|
5.42K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.54KNew |
$260K - $299K
|
5.54K
$297K
|