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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.9KClosed |
$213K - $233K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$963K - $1.05M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-4.51KClosed |
$332K - $362K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56.1KClosed |
$4.13M - $4.51M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.56KClosed |
$335K - $366K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$1.5M - $1.64M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-12.5KClosed |
$918K - $1M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.56KClosed |
$114K - $125K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.67KClosed |
$196K - $215K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-7Closed |
$515 - $563
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.93KClosed |
$289K - $316K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-324Closed |
$23.8K - $26K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
400New |
$29.4K - $32.1K
|
400
$21.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-34Closed |
$2.5K - $2.73K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-9.34KClosed |
$686K - $750K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-124Closed |
$9.12K - $9.97K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-50Closed |
$3.68K - $4.02K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.74KClosed |
$202K - $220K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-42.6KClosed |
$3.13M - $3.42M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.26KClosed |
$534K - $583K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
28New |
$2.06K - $2.25K
|
28
$1.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-36.8KClosed |
$2.7M - $2.96M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-4.43KClosed |
$325K - $356K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-150Closed |
$11K - $12.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-4.9KClosed |
$360K - $393K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$240K - $262K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-863Closed |
$63.4K - $69.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.43MNew |
$105M - $115M
|
1.43M
$76.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-235Closed |
$17.3K - $18.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-9.05KClosed |
$665K - $727K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
109K+ 7257.0% |
$8.04M - $8.79M
|
111K
$5.94M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-59Closed |
$4.34K - $4.74K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.86KClosed |
$466K - $526K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-65Closed |
$4.42K - $4.99K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-14Closed |
$952 - $1.07K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-65Closed |
$4.42K - $4.99K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
CALL |
-13K- 59.09% |
$884K - $997K
|
9K
$482K
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-573Closed |
$39K - $43.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-300Closed |
$20.4K - $23K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-183KClosed |
$12.4M - $14M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-115KClosed |
$7.81M - $8.81M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.68KClosed |
$386K - $436K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1K- 33.33% |
$68K - $76.7K
|
2K
$107K
|
|
|
May 17, 2021
Q1 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-2.6KClosed |
$177K - $199K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Parametrica Management LTD
|
SELL
|
- |
-3.13KClosed |
$213K - $240K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-14.7KClosed |
$1M - $1.13M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.55KClosed |
$309K - $349K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-358- 3.31% |
$24.3K - $27.5K
|
10.5K
$560K
|
|
|
May 14, 2021
Q1 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
200KNew |
$13.6M - $15.3M
|
200K
$10.7M
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-113KClosed |
$7.65M - $8.63M
|
0
$0
|
|