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 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$580 - $715
|
4.5K
$255K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.5KNew |
$261K - $322K
|
4.5K
$255K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
197New |
$11.4K - $14.1K
|
197
$11.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 37.99% |
$1.32M - $1.62M
|
82.4K
$4.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
20New |
$1.16K - $1.43K
|
20
$1.13K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
906+ 56.06% |
$52.5K - $64.8K
|
2.52K
$143K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-894- 5.1% |
$51.8K - $63.9K
|
16.6K
$941K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-308- 21.05% |
$17.9K - $22K
|
1.16K
$65.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
226+ 215.24% |
$13.1K - $16.2K
|
331
$18.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$227K - $280K
|
3.92K
$222K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.3K- 17.15% |
$133K - $164K
|
11.1K
$628K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.72KNew |
$215K - $266K
|
3.72K
$210K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
850+ 6.31% |
$49.3K - $60.8K
|
14.3K
$809K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-73.1K- 94.82% |
$4.24M - $5.22M
|
3.99K
$226K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-52- 1.38% |
$3.01K - $3.72K
|
3.72K
$210K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
321+ 10.63% |
$18.6K - $23K
|
3.34K
$189K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.81K- 41.9% |
$163K - $201K
|
3.9K
$221K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3K- 36.58% |
$174K - $215K
|
5.2K
$294K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.97KNew |
$230K - $284K
|
3.97K
$225K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
570New |
$33K - $40.8K
|
570
$32.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
323New |
$18.7K - $23.1K
|
323
$18.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.37K- 21.65% |
$253K - $313K
|
15.8K
$895K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
62KNew |
$3.59M - $4.43M
|
62K
$3.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
6.96KNew |
$404K - $498K
|
6.96K
$394K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
110New |
$6.38K - $7.87K
|
110
$6.22K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-625- 14.9% |
$36.2K - $44.7K
|
3.57K
$202K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
557New |
$32.3K - $39.8K
|
557
$31.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$27.2K - $33.6K
|
470
$26.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
190+ 1900.0% |
$11K - $13.6K
|
200
$11.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.85K+ 9.24% |
$339K - $418K
|
69.1K
$3.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
BUY
|
- |
7.8KNew |
$452K - $558K
|
7.8K
$441K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$128K - $158K
|
2.21K
$125K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.62K - $2K
|
28
$1.58K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
10.1K+ 21.97% |
$582K - $719K
|
55.8K
$3.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 11.83% |
$78.4K - $96.7K
|
12.8K
$723K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-582- 26.55% |
$33.7K - $41.6K
|
1.61K
$91K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
378New |
$21.9K - $27K
|
378
$21.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.64K+ 8.27% |
$95.1K - $117K
|
21.5K
$1.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
805New |
$46.7K - $57.6K
|
805
$45.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
117New |
$6.78K - $8.37K
|
117
$6.62K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
596New |
$34.5K - $42.6K
|
596
$33.7K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
11.3KNew |
$655K - $808K
|
11.3K
$639K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3KClosed |
$207K - $257K
|
0
$0
|
|
|
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
$8.2K
|
|
|
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
$4.59M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-69.6K- 93.13% |
$4.81M - $5.97M
|
5.14K
$291K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300- 78.74% |
$20.7K - $25.7K
|
81
$4.58K
|
|