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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
40New |
$3.09K - $3.42K
|
40
$2.15K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-758Closed |
$58.5K - $64.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-2.08K- 42.37% |
$161K - $178K
|
2.83K
$152K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$231K - $256K
|
3K
$161K
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.58KNew |
$199K - $220K
|
2.58K
$138K
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-524Closed |
$40.4K - $44.8K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-951- 21.86% |
$73.4K - $81.2K
|
3.4K
$182K
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.43K+ 102.92% |
$188K - $208K
|
4.8K
$258K
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-500- 50.0% |
$38.6K - $42.7K
|
500
$26.8K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.98KClosed |
$230K - $254K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.39KClosed |
$107K - $118K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
10.4KNew |
$801K - $887K
|
10.4K
$557K
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 3.1% |
$2.47K - $2.73K
|
1K
$53.7K
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-3KClosed |
$232K - $256K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-48Closed |
$3.7K - $4.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.81KClosed |
$294K - $325K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-869Closed |
$67.1K - $74.2K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-970Closed |
$74.8K - $82.9K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-300- 8.33% |
$23.1K - $25.6K
|
3.3K
$177K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$1.04M - $1.15M
|
13.4K
$721K
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.32KClosed |
$102K - $113K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-3.07KClosed |
$237K - $262K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$107K - $118K
|
1.39K
$74.3K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-270Closed |
$20.8K - $23.1K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.3KClosed |
$332K - $367K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-180Closed |
$13.9K - $15.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.89KClosed |
$223K - $247K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.11KClosed |
$317K - $351K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-95- 3.62% |
$7.33K - $8.12K
|
2.53K
$136K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
249New |
$19.2K - $21.3K
|
249
$13.4K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 3.36% |
$15.4K - $17.1K
|
6.15K
$330K
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.03KClosed |
$234K - $259K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-7.15KClosed |
$552K - $611K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-250Closed |
$19.3K - $21.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-466Closed |
$36K - $39.8K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-5.53KClosed |
$427K - $472K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
219+ 5.55% |
$16.9K - $18.7K
|
4.16K
$223K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20Closed |
$1.54K - $1.71K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-599- 16.74% |
$46.2K - $51.2K
|
2.98K
$160K
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.54KNew |
$196K - $217K
|
2.54K
$136K
|
|
Q4 2021 | |||||||
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4.54K+ 21.58% |
$321K - $356K
|
25.5K
$1.37M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-204Closed |
$14.5K - $16K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$281K - $312K
|
3.97K
$213K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
100New |
$7.08K - $7.86K
|
100
$5.37K
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-804- 22.38% |
$57K - $63.2K
|
2.79K
$150K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-25Closed |
$1.77K - $1.96K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.37KClosed |
$97.1K - $108K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$2.48K - $2.75K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1KNew |
$71.1K - $78.8K
|
1K
$53.8K
|
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1+ 0.01% |
$70.9 - $78.6
|
12.4K
$667K
|