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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.85K- 52.07% |
$303K - $337K
|
6.31K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4.2KNew |
$185K - $207K
|
4.2K
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-179- 4.07% |
$7.9K - $8.81K
|
4.22K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.86K+ 9.99% |
$82K - $91.3K
|
20.4K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
182KNew |
$8.06M - $8.98M
|
182K
$9.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
250KNew |
$11M - $12.3M
|
250K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
15.4KNew |
$680K - $758K
|
15.4K
$811K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-92- 1.31% |
$4.06K - $4.53K
|
6.94K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13.2K- 29.86% |
$583K - $649K
|
31K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
22New |
$971 - $1.08K
|
22
$1.16K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29.7KNew |
$1.31M - $1.46M
|
29.7K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.99KNew |
$264K - $294K
|
5.99K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
856+ 74.37% |
$37.8K - $42.1K
|
2.01K
$106K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 3.19% |
$2.21K - $2.46K
|
1.52K
$79.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.5K- 9.04% |
$66.2K - $73.8K
|
15.1K
$795K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$6.62K - $7.38K
|
150
$7.89K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
116New |
$5.12K - $5.71K
|
116
$6.11K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-29- 4.77% |
$1.28K - $1.43K
|
579
$30.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$185K - $206K
|
4.2K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.59KNew |
$203K - $226K
|
4.59K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-18.4K- 62.64% |
$811K - $904K
|
11K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
200+ 40.0% |
$8.83K - $9.84K
|
700
$36.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-74- 9.16% |
$3.27K - $3.64K
|
734
$38.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.17% |
$574 - $639
|
7.49K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 4.17% |
$4.42K - $4.92K
|
2.5K
$131K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 9.89% |
$795 - $885
|
200
$10.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200- 2.53% |
$8.83K - $9.84K
|
7.71K
$406K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.1K - $1.23K
|
25
$1.32K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.3K+ 350.25% |
$675K - $752K
|
19.6K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.42K+ 20.2% |
$195K - $218K
|
26.3K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-148- 20.82% |
$6.53K - $7.28K
|
563
$29.6K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-311- 5.56% |
$13.7K - $15.3K
|
5.28K
$278K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-546- 37.76% |
$24.1K - $26.9K
|
900
$47.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-216- 3.34% |
$9.54K - $10.6K
|
6.25K
$329K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$2.61K - $3.27K
|
66
$3.47K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-57- 2.95% |
$2.25K - $2.82K
|
1.87K
$98.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
75+ 1.97% |
$2.96K - $3.71K
|
3.88K
$204K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
54New |
$2.13K - $2.67K
|
54
$2.84K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.43KClosed |
$56.5K - $70.7K
|
0
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
251New |
$9.92K - $12.4K
|
251
$13.2K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-500Closed |
$19.8K - $24.7K
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.3KNew |
$961K - $1.2M
|
24.3K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
272KNew |
$10.8M - $13.5M
|
272K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-6.73K- 19.24% |
$266K - $333K
|
28.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
112K+ 108.67% |
$4.41M - $5.52M
|
214K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.97KNew |
$196K - $246K
|
4.97K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.1KNew |
$477K - $597K
|
12.1K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
693New |
$27.4K - $34.3K
|
693
$36.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
SELL
|
- |
-160K- 50.0% |
$6.31M - $7.89M
|
160K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
160KNew |
$6.31M - $7.89M
|
160K
$8.39M
|
|