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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
638+ 9.22% |
$30.6K - $37.3K
|
7.56K
$465K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.25KNew |
$204K - $249K
|
4.25K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-503- 44.05% |
$24.1K - $29.4K
|
639
$39.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
480New |
$23K - $28.1K
|
480
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16KNew |
$55.5K - $67.6K
|
1.16K
$71.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
4.3KNew |
$206K - $252K
|
4.3K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.52KNew |
$72.9K - $88.9K
|
1.52K
$93.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
3.74KNew |
$180K - $219K
|
3.74K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-109- 26.59% |
$5.23K - $6.38K
|
301
$18.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.69KNew |
$177K - $216K
|
3.69K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
4.06KNew |
$195K - $238K
|
4.06K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
169New |
$8.11K - $9.89K
|
169
$10.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
452+ 2.45% |
$21.7K - $26.5K
|
18.9K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.95% |
$1.92K - $2.34K
|
4.24K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 1.12% |
$3.12K - $3.8K
|
5.76K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-3.2K- 41.06% |
$154K - $187K
|
4.6K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.47KNew |
$166K - $203K
|
3.47K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
16.8KNew |
$805K - $981K
|
16.8K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
40New |
$1.92K - $2.34K
|
40
$2.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
159New |
$7.63K - $9.31K
|
159
$9.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 0.12% |
$624 - $761
|
10.6K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
70New |
$3.36K - $4.1K
|
70
$4.31K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
520+ 48.55% |
$25K - $30.4K
|
1.59K
$97.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
3.73KNew |
$179K - $218K
|
3.73K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 1.21% |
$384 - $468
|
669
$41.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
622New |
$29.9K - $36.4K
|
622
$38.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-130- 18.16% |
$6.24K - $7.61K
|
586
$36.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 33.45% |
$104K - $127K
|
4.32K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.72% |
$48 - $58.5
|
59
$3.63K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.2K+ 4.06% |
$57.7K - $70.3K
|
30.8K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
4.5KNew |
$216K - $263K
|
4.5K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.85KNew |
$185K - $225K
|
3.85K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-722- 15.71% |
$34.7K - $42.3K
|
3.87K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.84KNew |
$184K - $225K
|
3.84K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
6KNew |
$288K - $351K
|
6K
$369K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 42.5% |
$1.63K - $1.99K
|
46
$2.83K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.8KNew |
$182K - $222K
|
3.8K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
88New |
$4.22K - $5.15K
|
88
$5.41K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-70- 49.65% |
$3.36K - $4.1K
|
71
$4.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-464K- 26.26% |
$22.3M - $27.2M
|
1.3M
$80.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.3K- 5.78% |
$1.02M - $1.25M
|
347K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 27.78% |
$4.8K - $5.85K
|
260
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
6New |
$288 - $351
|
6
$369
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.8K- 31.34% |
$86.6K - $106K
|
3.95K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
17+ 3.51% |
$816 - $995
|
501
$30.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-614- 12.5% |
$29.5K - $35.9K
|
4.3K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
882+ 3.12% |
$42.3K - $51.6K
|
29.2K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 60.0% |
$3.6K - $4.39K
|
50
$3.08K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.8KNew |
$182K - $222K
|
3.8K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.77KNew |
$181K - $221K
|
3.77K
$232K
|