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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.85K+ 9.24% |
$339K - $418K
|
69.1K
$3.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
BUY
|
- |
7.8KNew |
$452K - $558K
|
7.8K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$128K - $158K
|
2.21K
$118K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.62K - $2K
|
28
$1.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
10.1K+ 21.97% |
$582K - $719K
|
55.8K
$2.99M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 11.83% |
$78.4K - $96.7K
|
12.8K
$685K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-582- 26.55% |
$33.7K - $41.6K
|
1.61K
$86.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
378New |
$21.9K - $27K
|
378
$20.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.64K+ 8.27% |
$95.1K - $117K
|
21.5K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
805New |
$46.7K - $57.6K
|
805
$43.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
117New |
$6.78K - $8.37K
|
117
$6.27K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
596New |
$34.5K - $42.6K
|
596
$31.9K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
11.3KNew |
$655K - $808K
|
11.3K
$606K
|
|
| Q3 2022 | |||||||
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4KClosed |
$276K - $343K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
145New |
$10K - $12.4K
|
145
$7.77K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.56KClosed |
$177K - $219K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-149Closed |
$10.3K - $12.8K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
35+ 0.04% |
$2.42K - $3K
|
81.1K
$4.35M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-69.6K- 93.13% |
$4.81M - $5.97M
|
5.14K
$275K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300- 78.74% |
$20.7K - $25.7K
|
81
$4.34K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$146K - $181K
|
2.11K
$113K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53KNew |
$106K - $131K
|
1.53K
$82K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.95KClosed |
$204K - $253K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-215- 4.09% |
$14.9K - $18.4K
|
5.05K
$270K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.93K+ 1345.87% |
$203K - $251K
|
3.15K
$169K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$553 - $685
|
5.31K
$285K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$829 - $1.03K
|
12
$643
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 22.94% |
$78K - $96.6K
|
3.79K
$203K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.17K- 18.54% |
$81K - $100K
|
5.15K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 2.07% |
$968 - $1.2K
|
690
$37K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
350+ 12.18% |
$24.2K - $30K
|
3.22K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
198+ 5.09% |
$13.7K - $17K
|
4.09K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$138 - $171
|
307
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-120Closed |
$8.29K - $10.3K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
538+ 1.39% |
$37.2K - $46.1K
|
39.4K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-734- 18.6% |
$50.7K - $62.9K
|
3.21K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-10- 76.92% |
$691 - $857
|
3
$161
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-190- 1.81% |
$13.1K - $16.3K
|
10.3K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.83KNew |
$196K - $242K
|
2.83K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
13.4KNew |
$924K - $1.15M
|
13.4K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
13.3K+ 189.64% |
$917K - $1.14M
|
20.3K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
471+ 41.98% |
$32.6K - $40.3K
|
1.59K
$85.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 77.15% |
$1.01M - $1.25M
|
4.32K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.88KNew |
$268K - $332K
|
3.88K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
67+ 2.24% |
$4.63K - $5.74K
|
3.06K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
564+ 1.49% |
$39K - $48.3K
|
38.5K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.63K- 32.49% |
$112K - $139K
|
3.38K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.38K+ 35.51% |
$95.6K - $119K
|
5.28K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
599+ 0.13% |
$41.4K - $51.3K
|
469K
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-32.5KClosed |
$2.25M - $2.78M
|
0
$0
|
|