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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
33+ 2.13% |
$2.28K - $2.83K
|
1.58K
$92.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
63New |
$4.35K - $5.4K
|
63
$3.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19New |
$1.31K - $1.63K
|
19
$1.12K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.11KNew |
$215K - $266K
|
3.11K
$183K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
803+ 24.52% |
$55.5K - $68.8K
|
4.08K
$240K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.28KNew |
$365K - $452K
|
5.28K
$310K
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-125- 3.49% |
$8.64K - $10.7K
|
3.45K
$203K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
89+ 3.15% |
$6.15K - $7.62K
|
2.92K
$171K
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-200- 0.15% |
$13.8K - $17.1K
|
137K
$8.07M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
30+ 0.98% |
$2.07K - $2.57K
|
3.1K
$182K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124+ 4.29% |
$8.57K - $10.6K
|
3.02K
$177K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.83KNew |
$265K - $328K
|
3.83K
$225K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.15% |
$346 - $428
|
3.41K
$200K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-993- 28.31% |
$68.6K - $85.1K
|
2.52K
$148K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-19- 11.24% |
$1.31K - $1.63K
|
150
$8.81K
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 2.98% |
$6.91K - $8.57K
|
3.25K
$191K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
438+ 17.12% |
$30.3K - $37.5K
|
3K
$176K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8.57KNew |
$592K - $734K
|
8.57K
$503K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-243- 5.43% |
$16.8K - $20.8K
|
4.24K
$249K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
124+ 4.45% |
$8.57K - $10.6K
|
2.91K
$171K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.81% |
$13.8K - $17.1K
|
5.05K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.94K+ 115.64% |
$410K - $509K
|
11.1K
$650K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$719K - $891K
|
10.4K
$611K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$207 - $257
|
3.36K
$198K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
70+ 2.38% |
$4.84K - $6K
|
3.01K
$177K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.48K- 21.0% |
$310K - $384K
|
16.9K
$990K
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
301+ 0.65% |
$20.8K - $25.8K
|
46.7K
$2.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-94- 2.35% |
$6.5K - $8.05K
|
3.9K
$229K
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
7.29KNew |
$503K - $624K
|
7.29K
$428K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-128- 4.08% |
$8.85K - $11K
|
3.01K
$177K
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-359K- 80.71% |
$24.8M - $30.7M
|
85.7K
$5.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.82% |
$1.8K - $2.23K
|
3.19K
$188K
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-1.03K- 20.09% |
$71.2K - $88.2K
|
4.1K
$241K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.2KNew |
$221K - $274K
|
3.2K
$188K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.88K+ 3.94% |
$130K - $161K
|
49.5K
$2.91M
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.97KClosed |
$145K - $174K
|
0
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
481+ 19.97% |
$35.3K - $42.5K
|
2.89K
$170K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.42KClosed |
$178K - $214K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
864+ 533.33% |
$63.4K - $76.4K
|
1.03K
$60.3K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$2.28K - $2.74K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-4.99KClosed |
$367K - $441K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.44KClosed |
$179K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
128KNew |
$9.41M - $11.3M
|
128K
$7.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.42KClosed |
$178K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.55KClosed |
$187K - $225K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-325- 52.0% |
$23.9K - $28.7K
|
300
$17.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-10KClosed |
$734K - $884K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-566- 11.59% |
$41.6K - $50K
|
4.32K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
18+ 0.15% |
$1.32K - $1.59K
|
11.8K
$692K
|
|