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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.46K- 12.51% |
$102K - $127K
|
10.2K
$547K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-100Closed |
$6.96K - $8.7K
|
0
$0
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16Closed |
$1.11K - $1.39K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.94KNew |
$205K - $256K
|
2.94K
$158K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-791Closed |
$55K - $68.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-691Closed |
$48.1K - $60.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-25KClosed |
$1.74M - $2.18M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-291Closed |
$20.2K - $25.3K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-22.3KClosed |
$1.55M - $1.94M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.45KClosed |
$240K - $300K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-44.2KClosed |
$3.07M - $3.84M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
398New |
$27.7K - $34.6K
|
398
$21.3K
|
|
|
Aug 10, 2020
Q2 2020
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-138- 0.67% |
$9.6K - $12K
|
20.4K
$1.09M
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-96Closed |
$6.68K - $8.35K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-835Closed |
$58.1K - $72.6K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-400Closed |
$27.8K - $34.8K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-63Closed |
$4.38K - $5.48K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.04KClosed |
$72.1K - $90.1K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-55.3KClosed |
$3.85M - $4.81M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-49Closed |
$3.41K - $4.26K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.09KClosed |
$215K - $269K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
BUY
|
PUT |
10KNew |
$696K - $870K
|
10K
$536K
|
|
|
Jul 15, 2020
Q2 2020
|
Howland Capital Management LLC
|
SELL
|
- |
-3.18KClosed |
$221K - $276K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.5KClosed |
$244K - $305K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-866Closed |
$60.2K - $75.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.62KClosed |
$156K - $235K
|
0
$0
|
|
|
May 17, 2021
Q1 2020
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.65KClosed |
$157K - $238K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2020
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-14.1KClosed |
$840K - $1.27M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2020
|
Equitec Proprietary Markets, LLC
|
SELL
|
PUT |
-16.2KClosed |
$962K - $1.45M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-2.64KClosed |
$157K - $237K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-21.9K- 43.2% |
$1.3M - $1.97M
|
28.8K
$1.54M
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$178 - $269
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$5.94M - $8.98M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.88KClosed |
$171K - $258K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.02KClosed |
$239K - $361K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-582KClosed |
$34.5M - $52.2M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-637Closed |
$37.8K - $57.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.64KClosed |
$97.5K - $147K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
SELL
|
- |
-2.71KClosed |
$161K - $244K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-300Closed |
$17.8K - $26.9K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-14.7KClosed |
$870K - $1.32M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-208Closed |
$12.4K - $18.7K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.89KClosed |
$172K - $260K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
PUT |
-36KClosed |
$2.14M - $3.23M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150Closed |
$8.91K - $13.5K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.24KClosed |
$371K - $561K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-518Closed |
$30.8K - $46.5K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-1KClosed |
$59.4K - $89.8K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-25.6KClosed |
$1.52M - $2.3M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-150Closed |
$8.91K - $13.5K
|
0
$0
|
|