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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
50+ 0.48% |
$2.61K - $3.18K
|
10.4K
$560K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.43KNew |
$231K - $282K
|
4.43K
$237K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.61K+ 7.81% |
$136K - $166K
|
36K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
243+ 7.05% |
$12.7K - $15.5K
|
3.69K
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-794- 14.74% |
$41.5K - $50.5K
|
4.59K
$246K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$57.4K - $70K
|
1.1K
$58.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.79% |
$104 - $127
|
255
$13.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
76.3KNew |
$3.98M - $4.85M
|
76.3K
$4.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$31.3K - $38.2K
|
600
$32.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.65K- 13.05% |
$138K - $169K
|
17.7K
$947K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
21.2K+ 155.81% |
$1.11M - $1.35M
|
34.9K
$1.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.63K+ 71.08% |
$451K - $549K
|
20.8K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
288+ 4.99% |
$15K - $18.3K
|
6.06K
$325K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 10.64% |
$95.5K - $116K
|
19K
$1.02M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-500- 71.43% |
$26.1K - $31.8K
|
200
$10.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.72K- 28.42% |
$246K - $300K
|
11.9K
$637K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-167- 4.29% |
$8.72K - $10.6K
|
3.73K
$200K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.94KNew |
$206K - $251K
|
3.94K
$211K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 6.73% |
$18.3K - $22.3K
|
4.85K
$260K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-5.63K- 19.45% |
$294K - $358K
|
23.3K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.41K+ 46.06% |
$230K - $280K
|
14K
$749K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.2K- 50.08% |
$648K - $799K
|
11.1K
$597K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-57.5KClosed |
$3.33M - $4.11M
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.53KClosed |
$263K - $324K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.85KNew |
$223K - $275K
|
3.85K
$206K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.6KNew |
$1.14M - $1.4M
|
19.6K
$1.05M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
646New |
$37.4K - $46.2K
|
646
$34.6K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$29K - $35.8K
|
500
$26.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
209New |
$12.1K - $14.9K
|
209
$11.2K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 1.26% |
$3.48K - $4.29K
|
4.72K
$253K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
28.8KNew |
$1.67M - $2.06M
|
28.8K
$1.54M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
213New |
$12.3K - $15.2K
|
213
$11.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-29.3K- 3.98% |
$1.7M - $2.09M
|
707K
$37.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
689New |
$39.9K - $49.3K
|
689
$36.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-394- 94.94% |
$22.8K - $28.2K
|
21
$1.13K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-150- 4.11% |
$8.69K - $10.7K
|
3.5K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-993- 21.8% |
$57.6K - $71K
|
3.56K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
1.11MNew |
$64.4M - $79.4M
|
1.11M
$59.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.65K- 13.92% |
$270K - $333K
|
28.8K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
251+ 7.72% |
$14.5K - $17.9K
|
3.5K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-172- 4.83% |
$9.97K - $12.3K
|
3.39K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.27K+ 51.43% |
$190K - $234K
|
9.63K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 1.1% |
$4.52K - $5.58K
|
7.16K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.29% |
$348 - $429
|
2.09K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-468- 10.99% |
$27.1K - $33.5K
|
3.79K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.03K- 32.15% |
$175K - $216K
|
6.39K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.4K+ 27.45% |
$81.1K - $100K
|
6.5K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.11KNew |
$354K - $437K
|
6.11K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
26K+ 27.37% |
$1.51M - $1.86M
|
121K
$6.48M
|
|