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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.65KNew |
$295K - $360K
|
5.65K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
800+ 18.86% |
$41.8K - $50.9K
|
5.04K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
78.6KNew |
$4.11M - $5M
|
78.6K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-407K- 52.41% |
$21.2M - $25.9M
|
369K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-7- 0.17% |
$366 - $445
|
4.1K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-262K- 95.41% |
$13.7M - $16.7M
|
12.6K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-125- 3.33% |
$6.53K - $7.96K
|
3.63K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-96- 10.42% |
$5.01K - $6.11K
|
825
$44.2K
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
40KNew |
$2.09M - $2.55M
|
40K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-70- 1.73% |
$3.66K - $4.45K
|
3.98K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.77KNew |
$249K - $303K
|
4.77K
$256K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
3.88KNew |
$202K - $247K
|
3.88K
$208K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
PUT |
5New |
$261 - $318
|
5
$268
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.21KNew |
$220K - $268K
|
4.21K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
411+ 8.39% |
$21.5K - $26.2K
|
5.31K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
27.1KNew |
$1.42M - $1.73M
|
27.1K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
424+ 12.98% |
$22.1K - $27K
|
3.69K
$198K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.86KNew |
$202K - $246K
|
3.86K
$207K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-953- 10.5% |
$49.8K - $60.6K
|
8.13K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.9MNew |
$570M - $695M
|
10.9M
$585M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.52% |
$157 - $191
|
585
$31.4K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 9.23% |
$7.83K - $9.55K
|
1.48K
$79K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4KNew |
$209K - $255K
|
4K
$214K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-535- 12.34% |
$27.9K - $34K
|
3.8K
$204K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 29.49% |
$84.5K - $103K
|
3.87K
$207K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-12- 0.23% |
$627 - $764
|
5.26K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-41.6K- 90.05% |
$2.17M - $2.65M
|
4.6K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
564+ 14.87% |
$29.5K - $35.9K
|
4.36K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-57- 6.58% |
$2.98K - $3.63K
|
809
$43.4K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
210+ 210.0% |
$11K - $13.4K
|
310
$16.6K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.22K+ 31.72% |
$63.9K - $77.9K
|
5.08K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-525- 11.62% |
$27.4K - $33.4K
|
3.99K
$214K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-8- 0.14% |
$418 - $509
|
5.6K
$300K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.88% |
$52.2 - $63.6
|
16
$857
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.2KNew |
$219K - $267K
|
4.2K
$225K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.58K- 29.25% |
$135K - $164K
|
6.25K
$335K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11.4K- 42.81% |
$593K - $723K
|
15.2K
$813K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.78K- 17.68% |
$93K - $113K
|
8.29K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.04K- 19.57% |
$54.2K - $66K
|
4.26K
$228K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
333+ 1110.0% |
$17.4K - $21.2K
|
363
$19.5K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-40- 23.95% |
$2.09K - $2.55K
|
127
$6.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 15.17% |
$54.8K - $66.8K
|
5.87K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-22.7K- 67.02% |
$1.19M - $1.45M
|
11.2K
$599K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
134New |
$7K - $8.53K
|
134
$7.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-65.2K- 93.25% |
$3.4M - $4.15M
|
4.72K
$253K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$52.2 - $63.6
|
4.16K
$223K
|
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
BUY
|
- |
40K+ 57.14% |
$2.09M - $2.55M
|
110K
$5.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.3K- 35.48% |
$537K - $654K
|
18.7K
$1M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.57K+ 18.93% |
$82.1K - $100K
|
9.88K
$530K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
8.12KNew |
$424K - $516K
|
8.12K
$435K
|