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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-325- 74.88% |
$12.8K - $16.1K
|
109
$5.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
6.24KNew |
$247K - $308K
|
6.24K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200New |
$7.91K - $9.89K
|
200
$10.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.35KNew |
$172K - $215K
|
4.35K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
140New |
$5.53K - $6.93K
|
140
$7.37K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16+ 8.12% |
$632 - $792
|
213
$11.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.69KNew |
$225K - $281K
|
5.69K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.33K- 8.15% |
$92.2K - $115K
|
26.3K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-36- 9.21% |
$1.42K - $1.78K
|
355
$18.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.72K+ 56.92% |
$384K - $481K
|
26.8K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-232- 25.55% |
$9.17K - $11.5K
|
676
$35.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$54.4K - $68.1K
|
1.38K
$72.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
400+ 50.0% |
$15.8K - $19.8K
|
1.2K
$63.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-34- 3.29% |
$1.34K - $1.68K
|
1K
$52.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.07K+ 128.77% |
$319K - $399K
|
14.3K
$754K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.4KNew |
$528K - $661K
|
13.4K
$703K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 1.37% |
$4.23K - $5.29K
|
7.91K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-100- 1.9% |
$3.95K - $4.95K
|
5.17K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2K- 50.0% |
$79.1K - $98.9K
|
2K
$105K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
646New |
$25.5K - $32K
|
646
$34K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.49K- 53.93% |
$98.4K - $123K
|
2.13K
$112K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.15K- 52.11% |
$322K - $403K
|
7.49K
$394K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 5.26% |
$3.95K - $4.95K
|
1.8K
$94.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
333New |
$13.2K - $16.5K
|
333
$17.5K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
233New |
$9.21K - $11.5K
|
233
$12.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 19.17% |
$2.37K - $2.97K
|
373
$19.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.25% |
$15.8K - $19.8K
|
6K
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 1.18% |
$791 - $989
|
1.72K
$90.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-501- 8.11% |
$19.8K - $24.8K
|
5.68K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.74K- 48.55% |
$187K - $234K
|
5.02K
$264K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
108+ 1.42% |
$4.27K - $5.34K
|
7.73K
$407K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 7.57% |
$19.8K - $24.7K
|
6.11K
$321K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
7.07K+ 97.29% |
$280K - $350K
|
14.3K
$755K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-4.08K- 92.65% |
$161K - $202K
|
324
$17.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.98MNew |
$308M - $380M
|
6.98M
$368M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-134- 75.28% |
$5.91K - $7.3K
|
44
$2.32K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.7K- 19.86% |
$428K - $528K
|
39.2K
$2.06M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
40.9KNew |
$1.81M - $2.23M
|
40.9K
$2.15M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
$221 - $272
|
0
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.62K- 26.07% |
$71.5K - $88.2K
|
4.59K
$242K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62+ 144.19% |
$2.74K - $3.38K
|
105
$5.53K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
166New |
$7.33K - $9.04K
|
166
$8.74K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-127K- 98.51% |
$5.61M - $6.92M
|
1.92K
$101K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
182K+ 769.45% |
$8.03M - $9.91M
|
206K
$10.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-4.18KClosed |
$185K - $228K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573- 49.14% |
$25.3K - $31.2K
|
593
$31.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$22.1K - $27.2K
|
500
$26.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.46K- 36.97% |
$197K - $243K
|
7.6K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
$55.2K - $68.1K
|
1.25K
$65.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
61KNew |
$2.69M - $3.32M
|
61K
$3.21M
|
|