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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-310- 99.68% |
$13.7K - $15.2K
|
1
$52.6
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
74New |
$3.27K - $3.64K
|
74
$3.89K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-832K- 82.33% |
$36.7M - $40.9M
|
179K
$9.4M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-604- 0.28% |
$26.7K - $29.7K
|
212K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
29.7KNew |
$1.31M - $1.46M
|
29.7K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.5K+ 25.47% |
$111K - $123K
|
12.3K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-145- 21.23% |
$6.4K - $7.13K
|
538
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.21K - $2.46K
|
50
$2.63K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.66KNew |
$382K - $426K
|
8.66K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
36.7KNew |
$1.62M - $1.8M
|
36.7K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-117K- 11.41% |
$5.17M - $5.76M
|
910K
$47.9M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$13.2K - $14.8K
|
300
$15.8K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
15.7KNew |
$693K - $772K
|
15.7K
$826K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-79.9K- 48.89% |
$3.53M - $3.93M
|
83.5K
$4.4M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
192+ 11.58% |
$8.48K - $9.44K
|
1.85K
$97.4K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
28+ 0.05% |
$1.24K - $1.38K
|
53K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.97KNew |
$264K - $294K
|
5.97K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
57.1KNew |
$2.52M - $2.81M
|
57.1K
$3.01M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.16K- 6.45% |
$51.2K - $57.1K
|
16.8K
$886K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
486+ 7.02% |
$21.5K - $23.9K
|
7.41K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
8.19KNew |
$362K - $403K
|
8.19K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-150- 1.03% |
$6.62K - $7.38K
|
14.4K
$757K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.54KNew |
$289K - $322K
|
6.54K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-333- 5.67% |
$14.7K - $16.4K
|
5.54K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-518- 1.77% |
$22.9K - $25.5K
|
28.7K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 17.76% |
$63K - $70.2K
|
6.61K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
5.41KNew |
$239K - $266K
|
5.41K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.04KNew |
$179K - $199K
|
4.04K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
121+ 2.67% |
$5.34K - $5.95K
|
4.66K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.18KNew |
$229K - $255K
|
5.18K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$486 - $541
|
11
$579
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
819New |
$36.2K - $40.3K
|
819
$43.1K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.3K- 57.11% |
$322K - $359K
|
5.49K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.43KNew |
$107K - $120K
|
2.43K
$128K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-359- 4.37% |
$15.8K - $17.7K
|
7.85K
$413K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$442 - $492
|
10
$526
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.45K+ 60.53% |
$285K - $317K
|
17.1K
$901K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.72K+ 15.53% |
$75.8K - $84.5K
|
12.8K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
775+ 10.13% |
$34.2K - $38.1K
|
8.42K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 1.62% |
$795 - $885
|
1.13K
$59.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-173- 7.78% |
$7.64K - $8.51K
|
2.05K
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 33.33% |
$44.2 - $49.2
|
2
$105
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.17K+ 37.58% |
$96K - $107K
|
7.96K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1K- 18.42% |
$44.2K - $49.2K
|
4.43K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
6.49KNew |
$286K - $319K
|
6.49K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-500- 24.69% |
$22.1K - $24.6K
|
1.53K
$80.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-465- 91.36% |
$20.5K - $22.9K
|
44
$2.32K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
100KNew |
$4.42M - $4.92M
|
100K
$5.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
965New |
$42.6K - $47.5K
|
965
$50.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.36KNew |
$60.2K - $67.1K
|
1.36K
$71.8K
|