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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.18KNew |
$205K - $245K
|
4.18K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 2.38% |
$49 - $58.7
|
43
$2.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.9KNew |
$632K - $757K
|
12.9K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
258+ 3.41% |
$12.6K - $15.1K
|
7.83K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
60+ 0.58% |
$2.94K - $3.52K
|
10.4K
$545K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
PUT |
250KNew |
$12.3M - $14.7M
|
250K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-122K- 3.63% |
$5.98M - $7.16M
|
3.24M
$170M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-210- 44.97% |
$10.3K - $12.3K
|
257
$13.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
62New |
$3.04K - $3.64K
|
62
$3.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-115- 1.19% |
$5.64K - $6.75K
|
9.54K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-18.8K- 46.06% |
$921K - $1.1M
|
22K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
30.6K+ 95.03% |
$1.5M - $1.8M
|
62.8K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 20.0% |
$1.23K - $1.47K
|
100
$5.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 16.82% |
$84.5K - $101K
|
8.53K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.7K+ 138.78% |
$329K - $393K
|
11.5K
$607K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
710New |
$34.8K - $41.7K
|
710
$37.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.25K+ 6.95% |
$110K - $132K
|
34.6K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
223+ 0.71% |
$10.9K - $13.1K
|
31.5K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-200- 1.65% |
$9.8K - $11.7K
|
11.9K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-56- 0.85% |
$2.75K - $3.29K
|
6.55K
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-194- 2.7% |
$9.51K - $11.4K
|
6.98K
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-630- 13.53% |
$30.9K - $37K
|
4.03K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-220- 1.11% |
$10.8K - $12.9K
|
19.6K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
241New |
$11.8K - $14.1K
|
241
$12.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 24.19% |
$3.28K - $3.93K
|
210
$11.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44New |
$2.16K - $2.58K
|
44
$2.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
55+ 0.23% |
$2.7K - $3.23K
|
24.3K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$190K - $227K
|
3.87K
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-105- 2.14% |
$5.15K - $6.16K
|
4.8K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 0.09% |
$343 - $411
|
7.54K
$397K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-356- 2.87% |
$17.5K - $20.9K
|
12K
$634K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
900New |
$44.1K - $52.8K
|
900
$47.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.07K- 14.89% |
$52.5K - $62.9K
|
6.13K
$322K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 7.76% |
$55.6K - $66.6K
|
13.5K
$711K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
83New |
$4.07K - $4.87K
|
83
$4.37K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8KNew |
$235K - $282K
|
4.8K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
154New |
$7.55K - $9.04K
|
154
$8.11K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-997- 13.75% |
$48.9K - $58.5K
|
6.25K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.8K - $11.7K
|
200
$10.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-490- 8.36% |
$24K - $28.8K
|
5.37K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500+ 15.81% |
$24.5K - $29.3K
|
3.66K
$193K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
35.4KNew |
$1.74M - $2.08M
|
35.4K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-977- 73.13% |
$47.9K - $57.3K
|
359
$18.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
380+ 0.97% |
$18.6K - $22.3K
|
39.4K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-24- 0.45% |
$1.18K - $1.41K
|
5.33K
$280K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-120- 2.51% |
$5.88K - $7.04K
|
4.67K
$246K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.77K- 46.83% |
$86.9K - $104K
|
2.01K
$106K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
414KNew |
$20.3M - $24.3M
|
414K
$21.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-621- 68.92% |
$30.4K - $36.4K
|
280
$14.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 1.42% |
$1.67K - $2K
|
2.43K
$128K
|