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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-3.53KClosed |
$240K - $271K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-480Closed |
$32.6K - $36.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-74.5K- 89.54% |
$5.07M - $5.71M
|
8.7K
$466K
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-8.4K- 87.5% |
$571K - $644K
|
1.2K
$64.3K
|
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-13.2KClosed |
$898K - $1.01M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.08KClosed |
$277K - $313K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.7KClosed |
$115K - $130K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.06KClosed |
$208K - $235K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
44New |
$2.99K - $3.37K
|
44
$2.36K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.22KClosed |
$82.6K - $93.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-487KClosed |
$33.1M - $37.4M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.37KClosed |
$297K - $335K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.42KNew |
$96.3K - $109K
|
1.42K
$75.9K
|
|
|
May 11, 2021
Q1 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56.8KClosed |
$3.86M - $4.36M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-130Closed |
$8.84K - $9.97K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.11KClosed |
$211K - $239K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-147Closed |
$10K - $11.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.8KClosed |
$259K - $292K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-87.2KClosed |
$5.93M - $6.69M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
457K+ 34.57% |
$31.1M - $35.1M
|
1.78M
$95.4M
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7.37KClosed |
$501K - $565K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.08KClosed |
$209K - $236K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-37.1K- 55.4% |
$2.52M - $2.84M
|
29.9K
$1.6M
|
|
|
May 05, 2021
Q1 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-5.51KClosed |
$374K - $422K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.37KClosed |
$297K - $335K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.9KClosed |
$197K - $223K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-560Closed |
$38.1K - $43K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-104Closed |
$7.07K - $7.98K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-19KClosed |
$1.29M - $1.46M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-45Closed |
$3.06K - $3.45K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-70Closed |
$4.76K - $5.37K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-6.35KClosed |
$432K - $487K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.8K - $7.67K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
40New |
$2.72K - $3.07K
|
40
$2.14K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-74.8KClosed |
$5.09M - $5.74M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-105Closed |
$7.14K - $8.05K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4KClosed |
$272K - $307K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-31.4KClosed |
$2.13M - $2.4M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
M. Kraus & CO
|
SELL
|
- |
-2.77KClosed |
$188K - $213K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-25.8KClosed |
$1.76M - $1.98M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Optas, LLC
|
SELL
|
- |
-3KClosed |
$204K - $230K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
16.4KNew |
$1.11M - $1.26M
|
16.4K
$878K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.42KClosed |
$96.3K - $109K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
210New |
$14.3K - $16.1K
|
210
$11.3K
|
|
|
Apr 14, 2021
Q1 2021
|
Polianta LTD
|
SELL
|
- |
-16.6KClosed |
$1.13M - $1.27M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Univest Financial Corp
|
SELL
|
- |
-4.01KClosed |
$273K - $308K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-15.3KClosed |
$1.04M - $1.17M
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-300- 64.38% |
$20.4K - $23K
|
166
$8.9K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.53KNew |
$259K - $304K
|
3.53K
$189K
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 28.96% |
$98.3K - $115K
|
3.28K
$176K
|
|