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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.01KClosed |
$213K - $236K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$14.2K - $15.7K
|
200
$10.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2Closed |
$142 - $157
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
553New |
$39.2K - $43.4K
|
553
$29.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
349New |
$24.7K - $27.4K
|
349
$18.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-147KClosed |
$10.4M - $11.5M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-46Closed |
$3.26K - $3.61K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-183Closed |
$13K - $14.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-12.7K- 6.91% |
$900K - $998K
|
171K
$9M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.29KNew |
$233K - $258K
|
3.29K
$173K
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.91KClosed |
$348K - $385K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.07KClosed |
$218K - $241K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-37- 1.43% |
$2.62K - $2.91K
|
2.55K
$134K
|
|
|
Feb 09, 2022
Q4 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 31.14% |
$70.9K - $78.6K
|
2.21K
$116K
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.83% |
$70.9K - $78.6K
|
19.7K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
294+ 323.08% |
$20.8K - $23.1K
|
385
$20.3K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-50- 33.33% |
$3.54K - $3.93K
|
100
$5.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-722Closed |
$51.2K - $56.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-24.9KClosed |
$1.76M - $1.96M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-200- 2.59% |
$14.2K - $15.7K
|
7.53K
$396K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-461Closed |
$32.7K - $36.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.93KClosed |
$208K - $230K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-200- 6.03% |
$14.2K - $15.7K
|
3.12K
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-383Closed |
$27.1K - $30.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
7.7K+ 75.49% |
$546K - $605K
|
17.9K
$942K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
420+ 9.89% |
$29.8K - $33K
|
4.67K
$246K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
85+ 2.64% |
$6.02K - $6.68K
|
3.31K
$174K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.21K+ 40.29% |
$157K - $174K
|
7.69K
$405K
|
|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-3.01KClosed |
$213K - $237K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
SELL
|
- |
-275- 26.37% |
$19.5K - $21.6K
|
768
$40.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.4KClosed |
$170K - $189K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-679Closed |
$48.1K - $53.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-73Closed |
$5.17K - $5.74K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.28KClosed |
$445K - $493K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$188K - $209K
|
2.66K
$140K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
230+ 3.47% |
$16.3K - $18.1K
|
6.86K
$361K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.89KClosed |
$205K - $227K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.85KClosed |
$627K - $695K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-6.88KClosed |
$487K - $540K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 1.69% |
$3.54K - $3.93K
|
2.92K
$153K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.56KNew |
$182K - $201K
|
2.56K
$135K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-550- 47.21% |
$40.2K - $44K
|
615
$32.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-150Closed |
$11K - $12K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-20Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-23KClosed |
$1.68M - $1.84M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$245K - $268K
|
3.35K
$176K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
194+ 17.05% |
$14.2K - $15.5K
|
1.33K
$70.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.57KClosed |
$406K - $446K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.48KClosed |
$400K - $439K
|
0
$0
|
|