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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 1.42% |
$1.67K - $2K
|
2.43K
$128K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.93KNew |
$291K - $348K
|
5.93K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.81% |
$196 - $235
|
498
$26.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3+ 1.09% |
$147 - $176
|
277
$14.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
182+ 0.8% |
$8.92K - $10.7K
|
22.8K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$827K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.3% |
$588 - $704
|
4.04K
$213K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-426- 2.64% |
$20.9K - $25K
|
15.7K
$827K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.53K+ 77.75% |
$320K - $383K
|
14.9K
$786K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-44.6K- 59.76% |
$2.19M - $2.62M
|
30K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
13New |
$637 - $763
|
13
$684
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.98% |
$2.06K - $2.46K
|
4.32K
$227K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-756- 6.81% |
$37.1K - $44.4K
|
10.3K
$544K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-434- 8.21% |
$21.3K - $25.5K
|
4.85K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$441 - $528
|
9
$474
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 4.95% |
$12.1K - $14.4K
|
4.72K
$248K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-8.75K- 2.41% |
$429K - $514K
|
355K
$18.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
729New |
$35.7K - $42.8K
|
729
$38.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
522+ 8.76% |
$25.6K - $30.6K
|
6.48K
$341K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-2.32K- 5.17% |
$114K - $136K
|
42.6K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4.21KNew |
$206K - $247K
|
4.21K
$222K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-40- 12.12% |
$1.96K - $2.35K
|
290
$15.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
6+ 0.14% |
$294 - $352
|
4.29K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.56K- 26.71% |
$76.5K - $91.6K
|
4.28K
$225K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-551- 72.69% |
$27K - $32.3K
|
207
$10.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
103+ 41.2% |
$5.05K - $6.04K
|
353
$18.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 10.0% |
$4.9K - $5.87K
|
900
$47.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 3.45% |
$49 - $58.7
|
28
$1.47K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
326New |
$16K - $19.1K
|
326
$17.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-375- 7.86% |
$18.4K - $22K
|
4.4K
$231K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
300New |
$14.7K - $17.6K
|
300
$15.8K
|
|
| Q1 2023 | |||||||
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.94KClosed |
$101K - $123K
|
0
$0
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-19.8KClosed |
$1.04M - $1.26M
|
0
$0
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.58KNew |
$239K - $292K
|
4.58K
$241K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
14.2K+ 38.44% |
$741K - $903K
|
51.1K
$2.69M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16.2K- 37.33% |
$846K - $1.03M
|
27.2K
$1.43M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$31.6K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.44% |
$574 - $700
|
2.49K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-68.2K- 21.93% |
$3.56M - $4.34M
|
243K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.21K+ 96.59% |
$272K - $332K
|
10.6K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-27.4K- 10.23% |
$1.43M - $1.74M
|
240K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.97K- 42.17% |
$155K - $189K
|
4.08K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.05% |
$53.6K - $65.4K
|
2.13M
$112M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.17KNew |
$479K - $584K
|
9.17K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.53K+ 10.86% |
$289K - $352K
|
56.4K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Point State Capital LP
New York, NY |
SELL
|
- |
-718K- 87.95% |
$37.5M - $45.7M
|
98.4K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-117- 0.8% |
$6.11K - $7.45K
|
14.5K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 30.22% |
$83.8K - $102K
|
3.7K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12K+ 132.48% |
$629K - $767K
|
21.1K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
751K+ 92.28% |
$39.2M - $47.8M
|
1.56M
$82.4M
|
|