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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.22% |
$3.47K - $3.99K
|
5.99K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-216- 2.49% |
$10.1K - $11.7K
|
8.44K
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.04KNew |
$424K - $488K
|
9.04K
$476K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
723New |
$33.9K - $39K
|
723
$38.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.62% |
$469 - $539
|
1.59K
$83.9K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-306- 11.74% |
$14.3K - $16.5K
|
2.3K
$121K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
77+ 102.67% |
$3.61K - $4.15K
|
152
$8K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-600- 75.0% |
$28.1K - $32.4K
|
200
$10.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.24K- 21.21% |
$57.9K - $66.6K
|
4.59K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
760New |
$35.6K - $41K
|
760
$40K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.68KNew |
$313K - $360K
|
6.68K
$352K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$70.3K - $80.9K
|
1.5K
$78.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-240- 81.08% |
$11.2K - $12.9K
|
56
$2.95K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-111- 2.29% |
$5.2K - $5.99K
|
4.73K
$249K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 5.0% |
$4.69K - $5.39K
|
1.9K
$100K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
115K+ 62.61% |
$5.1M - $5.68M
|
300K
$15.8M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.44K- 23.62% |
$63.6K - $70.9K
|
4.66K
$245K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5K- 19.56% |
$221K - $246K
|
20.6K
$1.08M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 3.2% |
$397 - $443
|
272
$14.3K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-97- 1.08% |
$4.28K - $4.77K
|
8.88K
$467K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-176- 3.61% |
$7.77K - $8.66K
|
4.7K
$248K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 13.25% |
$44.2K - $49.2K
|
6.55K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-284- 65.59% |
$12.5K - $14K
|
149
$7.84K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
932New |
$41.1K - $45.8K
|
932
$49.1K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.25K+ 7.95% |
$55.1K - $61.4K
|
17K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$8.83M - $9.84M
|
200K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-6.6K- 60.55% |
$291K - $325K
|
4.3K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-600- 43.6% |
$26.5K - $29.5K
|
776
$40.8K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
7.95KNew |
$351K - $391K
|
7.95K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$44.2 - $49.2
|
85
$4.47K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
97New |
$4.28K - $4.77K
|
97
$5.11K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-66- 14.7% |
$2.91K - $3.25K
|
383
$20.2K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
9+ 0.06% |
$397 - $443
|
15.7K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$654K - $728K
|
14.8K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 17.14% |
$83.2K - $92.7K
|
9.11K
$480K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-478- 24.78% |
$21.1K - $23.5K
|
1.45K
$76.4K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.9KNew |
$305K - $339K
|
6.9K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
242+ 3.88% |
$10.7K - $11.9K
|
6.49K
$341K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
7.36KNew |
$325K - $362K
|
7.36K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101+ 11.28% |
$4.46K - $4.97K
|
996
$52.4K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.41K- 26.07% |
$150K - $168K
|
9.66K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-311- 0.91% |
$13.7K - $15.3K
|
33.8K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
57.9KNew |
$2.56M - $2.85M
|
57.9K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.8K- 20.43% |
$1.27M - $1.42M
|
112K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.8K+ 78.64% |
$1.49M - $1.66M
|
76.8K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.98KNew |
$87.3K - $97.2K
|
1.98K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33New |
$1.46K - $1.62K
|
33
$1.74K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.2KNew |
$185K - $207K
|
4.2K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
14.7KNew |
$649K - $723K
|
14.7K
$773K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-650- 10.96% |
$28.7K - $32K
|
5.28K
$278K
|
|