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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.44% |
$1.04K - $1.29K
|
4.09K
$219K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
102+ 3.01% |
$5.91K - $7.29K
|
3.5K
$187K
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
122KNew |
$7.06M - $8.7M
|
122K
$6.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-16- 0.37% |
$927 - $1.14K
|
4.34K
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.2KNew |
$69.6K - $85.8K
|
1.2K
$64.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-160- 33.33% |
$9.27K - $11.4K
|
320
$17.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-451- 4.44% |
$26.1K - $32.2K
|
9.71K
$520K
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-1.6K- 11.11% |
$92.7K - $114K
|
12.8K
$686K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.87K- 72.37% |
$514K - $634K
|
3.39K
$182K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24- 2.81% |
$1.39K - $1.72K
|
831
$44.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
500+ 62.5% |
$29K - $35.8K
|
1.3K
$69.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-336- 6.1% |
$19.5K - $24K
|
5.17K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.33K+ 44.33% |
$135K - $166K
|
7.57K
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-300- 25.75% |
$17.4K - $21.5K
|
865
$46.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
137New |
$7.94K - $9.8K
|
137
$7.34K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4KNew |
$232K - $286K
|
4K
$214K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 82.35% |
$6.49K - $8.01K
|
24
$1.29K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
160New |
$9.27K - $11.4K
|
160
$8.57K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 2.29% |
$5.8K - $7.15K
|
4.46K
$239K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-60- 0.33% |
$3.48K - $4.29K
|
18.2K
$977K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
180+ 4.47% |
$10.4K - $12.9K
|
4.21K
$225K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$580 - $715
|
4.5K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.5KNew |
$261K - $322K
|
4.5K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$11.4K - $14.1K
|
197
$10.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 37.99% |
$1.32M - $1.62M
|
82.4K
$4.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
20New |
$1.16K - $1.43K
|
20
$1.07K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
906+ 56.06% |
$52.5K - $64.8K
|
2.52K
$135K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-894- 5.1% |
$51.8K - $63.9K
|
16.6K
$892K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-308- 21.05% |
$17.9K - $22K
|
1.16K
$61.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
226+ 215.24% |
$13.1K - $16.2K
|
331
$17.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$227K - $280K
|
3.92K
$210K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.3K- 17.15% |
$133K - $164K
|
11.1K
$595K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.72KNew |
$215K - $266K
|
3.72K
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
850+ 6.31% |
$49.3K - $60.8K
|
14.3K
$767K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-73.1K- 94.82% |
$4.24M - $5.22M
|
3.99K
$214K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-52- 1.38% |
$3.01K - $3.72K
|
3.72K
$199K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
321+ 10.63% |
$18.6K - $23K
|
3.34K
$179K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.81K- 41.9% |
$163K - $201K
|
3.9K
$209K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3K- 36.58% |
$174K - $215K
|
5.2K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.97KNew |
$230K - $284K
|
3.97K
$213K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
570New |
$33K - $40.8K
|
570
$30.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
323New |
$18.7K - $23.1K
|
323
$17.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.37K- 21.65% |
$253K - $313K
|
15.8K
$848K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
62KNew |
$3.59M - $4.43M
|
62K
$3.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
6.96KNew |
$404K - $498K
|
6.96K
$373K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
110New |
$6.38K - $7.87K
|
110
$5.89K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-625- 14.9% |
$36.2K - $44.7K
|
3.57K
$191K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$29.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$27.2K - $33.6K
|
470
$25.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
190+ 1900.0% |
$11K - $13.6K
|
200
$10.7K
|