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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-23.2KClosed |
$1.69M - $1.86M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-23.3KClosed |
$1.7M - $1.86M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.06KClosed |
$223K - $245K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
574New |
$41.9K - $45.9K
|
574
$30.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-129KClosed |
$9.45M - $10.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$302K - $331K
|
4.13K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
175New |
$12.8K - $14K
|
175
$9.21K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-17.3KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-850Closed |
$62.1K - $68K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-215Closed |
$15.7K - $17.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-34.3KClosed |
$2.5M - $2.75M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-21KClosed |
$1.53M - $1.68M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-2.91KClosed |
$213K - $233K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.55KClosed |
$478K - $524K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-72- 3.06% |
$5.26K - $5.76K
|
2.28K
$120K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$94.9K - $104K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.3KClosed |
$94.9K - $104K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-3.76KClosed |
$275K - $301K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-20.5KClosed |
$1.5M - $1.64M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.76KNew |
$202K - $221K
|
2.76K
$145K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-275- 7.04% |
$20.1K - $22K
|
3.63K
$191K
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.32KClosed |
$461K - $506K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.75KClosed |
$201K - $220K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-67.3KClosed |
$4.91M - $5.39M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.79KClosed |
$131K - $143K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.1KNew |
$299K - $328K
|
4.1K
$216K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-44.1KClosed |
$3.22M - $3.53M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-50Closed |
$3.65K - $4K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.77% |
$365 - $400
|
652
$34.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-156Closed |
$11.4K - $12.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$6.06K - $6.64K
|
83
$4.37K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$54.8K - $60K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-134Closed |
$9.78K - $10.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-166Closed |
$12.2K - $13.3K
|
0
$0
|
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$216K - $236K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.38KClosed |
$249K - $272K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.35KClosed |
$99K - $108K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-406Closed |
$29.8K - $32.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-350- 7.39% |
$25.7K - $28.1K
|
4.38K
$231K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.63KClosed |
$120K - $131K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.88KClosed |
$579K - $633K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.94KClosed |
$216K - $237K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-6.21KClosed |
$457K - $499K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-21.5KClosed |
$1.58M - $1.73M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-4.58KClosed |
$337K - $368K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
18+ 0.38% |
$1.32K - $1.45K
|
4.76K
$250K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
116New |
$8.53K - $9.32K
|
116
$6.11K
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $275K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Spider Rock Advisors, LLC
|
SELL
|
CALL |
-300Closed |
$22.1K - $24.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.17KClosed |
$307K - $335K
|
0
$0
|
|