Latest Institutional Transactions on Dominion Energy, Inc (D)

D Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-1.42K
- 5.87%
$62.5K - $77K
22.7K $1.2M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
1.33K
New
$58.5K - $72.2K
1.33K $70.3K
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
19.9K
New
$877K - $1.08M
19.9K $1.05M
Oct 26, 2023 Q3 2023
Sky Investment Group LLC

SELL
 -
-12.8K
- 44.86%
$564K - $695K
15.7K $832K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-3.1K
- 34.47%
$137K - $169K
5.9K $313K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
3.34K
+ 55.32%
$147K - $182K
9.37K $496K
Oct 24, 2023 Q3 2023
Mechanics Financial Corp

SELL
 -
-80
- 2.6%
$3.53K - $4.36K
3K $159K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
541
New
$23.9K - $29.5K
541 $28.7K
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
190
+ 3.48%
$8.39K - $10.3K
5.65K $299K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

SELL
 -
-26
- 13.27%
$1.15K - $1.42K
170 $9.01K
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

BUY
 -
0
New
$0 - $0
0 $0
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

SELL
 -
-4.61K
- 14.98%
$204K - $251K
26.2K $1.39M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

SELL
 -
-216
- 4.46%
$9.53K - $11.8K
4.63K $245K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

SELL
 -
-10
- 0.04%
$441 - $545
24.2K $1.28M
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
13
+ 0.21%
$574 - $708
6.25K $331K
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

SELL
 -
-660
- 7.58%
$29.1K - $35.9K
8.04K $426K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
58
New
$2.56K - $3.16K
58 $3.07K
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

SELL
 -
-654
- 11.76%
$28.9K - $35.6K
4.91K $260K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
70
New
$3.09K - $3.81K
70 $3.71K
Oct 10, 2023 Q3 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
2.1K
+ 32.31%
$92.7K - $114K
8.6K $456K
Oct 10, 2023 Q3 2023
Franklin Street Advisors Inc

BUY
 -
4.7K
New
$208K - $256K
4.7K $249K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
5
+ 0.09%
$221 - $272
5.33K $282K
Q2 2023
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-102
- 77.86%
$5K - $5.99K
29 $1.54K
Aug 08, 2024 Q2 2023
Teilinger Capital Ltd.

Houston, TX
BUY
 -
67.4K
New
$3.3M - $3.96M
67.4K $3.57M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-41.4K
- 13.65%
$2.03M - $2.43M
262K $13.9M
Sep 25, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
8.35K
+ 221.46%
$409K - $490K
12.1K $642K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
339
New
$16.6K - $19.9K
339 $18K
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
8.4K
New
$412K - $493K
8.4K $445K
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-53.1K
- 87.19%
$2.6M - $3.12M
7.81K $414K
Aug 17, 2023 Q2 2023
Sws Partners

BUY
 -
29.4K
+ 240.04%
$1.44M - $1.73M
41.6K $2.21M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.91K
New
$241K - $288K
4.91K $260K
Aug 15, 2023 Q2 2023
Invesco, LLC

Des Plaines, IL
BUY
 -
7.75K
New
$380K - $455K
7.75K $411K
Aug 14, 2023 Q2 2023
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-19.6K
- 82.39%
$962K - $1.15M
4.19K $222K
Aug 14, 2023 Q2 2023
Caas Capital Management LP

New York, NY
BUY
 PUT
2.3K
New
$113K - $135K
2.3K $122K
Aug 14, 2023 Q2 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
4.44K
New
$218K - $261K
4.44K $235K
Aug 14, 2023 Q2 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 CALL
5.5K
New
$270K - $323K
5.5K $291K
Aug 14, 2023 Q2 2023
Chiron Investment Management, LLC

New York, NY
BUY
 -
11.6K
New
$570K - $682K
11.6K $616K
Aug 14, 2023 Q2 2023
Princeton Capital Management LLC

Red Bank, NJ
SELL
 -
-2.46K
- 37.33%
$120K - $144K
4.13K $219K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
270
+ 7.04%
$13.2K - $15.8K
4.11K $218K
Aug 14, 2023 Q2 2023
Clear Street LLC

BUY
 -
113K
New
$5.52M - $6.61M
113K $5.97M
Aug 14, 2023 Q2 2023
Clear Street LLC

BUY
 PUT
113K
New
$5.52M - $6.61M
113K $5.97M
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
2K
New
$98K - $117K
2K $106K
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
54.2K
New
$2.66M - $3.18M
54.2K $2.87M
Aug 14, 2023 Q2 2023
Algert Global LLC

San Francisco, CA
SELL
 -
-291
- 1.13%
$14.3K - $17.1K
25.5K $1.35M
Aug 14, 2023 Q2 2023
Wexford Capital LP

Greenwich, CT
SELL
 -
-27.4K
- 85.9%
$1.34M - $1.61M
4.5K $238K
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
SELL
 -
-3.87K
- 1.38%
$190K - $227K
277K $14.7M
Aug 14, 2023 Q2 2023
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-898
- 9.7%
$44K - $52.7K
8.36K $443K
Aug 14, 2023 Q2 2023
Voloridge Investment Management, LLC

Jupiter, FL
SELL
 -
-173K
- 55.69%
$8.46M - $10.1M
137K $7.28M
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
5.54K
New
$272K - $325K
5.54K $294K

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