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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.6KClosed |
$191K - $229K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
76+ 2.67% |
$5.58K - $6.72K
|
2.92K
$157K
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.13KClosed |
$229K - $276K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-319Closed |
$23.4K - $28.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-43.3KClosed |
$3.18M - $3.83M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.07KClosed |
$445K - $536K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
124+ 4.38% |
$9.1K - $11K
|
2.95K
$158K
|
|
Jul 27, 2022
Q2 2022
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.4KClosed |
$176K - $212K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-306- 1.26% |
$22.5K - $27K
|
23.9K
$1.28M
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-781Closed |
$57.3K - $69K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
800+ 33.44% |
$58.7K - $70.7K
|
3.19K
$171K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$7.34K - $8.84K
|
100
$5.36K
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
25.2KNew |
$1.85M - $2.23M
|
25.2K
$1.35M
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.46KClosed |
$180K - $217K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$193K - $232K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.25K+ 22.07% |
$165K - $199K
|
12.4K
$666K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.7K- 1.21% |
$125K - $150K
|
139K
$7.45M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
50New |
$3.67K - $4.42K
|
50
$2.68K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
218New |
$16K - $19.3K
|
218
$11.7K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-624Closed |
$45.8K - $55.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-4.31KClosed |
$317K - $381K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-13KClosed |
$956K - $1.15M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
107+ 3.11% |
$7.85K - $9.46K
|
3.55K
$190K
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-354- 10.46% |
$26K - $31.3K
|
3.03K
$162K
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-12.8KClosed |
$943K - $1.14M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-3.5KClosed |
$257K - $309K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.36KClosed |
$173K - $208K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
11+ 0.43% |
$808 - $972
|
2.56K
$137K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
38New |
$2.79K - $3.36K
|
38
$2.04K
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.58KClosed |
$189K - $228K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.48KClosed |
$182K - $219K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-346Closed |
$25.4K - $30.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
90New |
$6.61K - $7.95K
|
90
$4.82K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
443+ 11.11% |
$32.5K - $39.2K
|
4.43K
$237K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-100Closed |
$7.34K - $8.84K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.51KNew |
$184K - $222K
|
2.51K
$134K
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-200- 6.96% |
$14.7K - $17.7K
|
2.68K
$143K
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14+ 0.52% |
$1.03K - $1.24K
|
2.72K
$146K
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.45KClosed |
$473K - $570K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.36KClosed |
$173K - $209K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-2.38KClosed |
$174K - $210K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-298- 29.13% |
$21.9K - $26.3K
|
725
$38.9K
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.48KClosed |
$182K - $219K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-250- 1.53% |
$18.4K - $22.1K
|
16.1K
$862K
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
492+ 17.3% |
$36.1K - $43.5K
|
3.34K
$179K
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-219- 7.86% |
$16.1K - $19.4K
|
2.57K
$138K
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$186K - $224K
|
2.53K
$136K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-2.72K- 99.12% |
$199K - $240K
|
24
$1.29K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-40- 0.83% |
$2.94K - $3.54K
|
4.78K
$256K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$3.3K - $3.98K
|
5.13K
$275K
|