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 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.03KClosed |
$121K - $182K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gratus Capital LLC
|
SELL
|
- |
-2.92KClosed |
$174K - $263K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-231Closed |
$13.7K - $20.7K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-266Closed |
$15.8K - $23.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-118Closed |
$7.01K - $10.6K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Harvey Investment CO LLC
|
SELL
|
- |
-2.49KClosed |
$148K - $223K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$969K - $1.46M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-28.1KClosed |
$1.67M - $2.52M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Virginia National Bank
|
SELL
|
- |
-3.65KClosed |
$217K - $328K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Regent Investment Management LLC
|
SELL
|
- |
-2.6KClosed |
$155K - $234K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
488New |
$29K - $43.8K
|
488
$25.7K
|
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-3.57KClosed |
$212K - $320K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.45KClosed |
$265K - $400K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
BUY
|
- |
245New |
$14.6K - $22K
|
245
$12.9K
|
|
| Q4 2019 | |||||||
|
Jul 24, 2024
Q4 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.13KClosed |
$249K - $261K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
489New |
$38.9K - $40.8K
|
489
$25.7K
|
|
|
Feb 18, 2020
Q4 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.53KClosed |
$202K - $211K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-171KClosed |
$13.6M - $14.3M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-74Closed |
$5.89K - $6.18K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.6KClosed |
$446K - $468K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-15.9KClosed |
$1.27M - $1.33M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Camden Asset Management L P
Los Angeles, CA |
SELL
|
PUT |
-127KClosed |
$10.1M - $10.6M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
30KNew |
$2.39M - $2.5M
|
30K
$1.58M
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-100Closed |
$7.96K - $8.35K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-4KClosed |
$318K - $334K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.23KClosed |
$257K - $270K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Reliant Investment Management, LLC
|
SELL
|
- |
-4.08KClosed |
$324K - $340K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.2KClosed |
$255K - $267K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
PUT |
18New |
$1.43K - $1.5K
|
18
$947
|
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-7Closed |
$557 - $584
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-600Closed |
$47.8K - $50.1K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-222Closed |
$17.7K - $18.5K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.25KClosed |
$99.8K - $105K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-700Closed |
$55.7K - $58.4K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-453Closed |
$36.1K - $37.8K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-340Closed |
$27.1K - $28.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.21KClosed |
$89.9K - $98.1K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-550KClosed |
$40.9M - $44.6M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-600Closed |
$44.6K - $48.6K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.43KClosed |
$329K - $359K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-65Closed |
$4.83K - $5.27K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-3.8KClosed |
$282K - $308K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-3.8KClosed |
$282K - $308K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-23.2KClosed |
$1.72M - $1.88M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-8.68KClosed |
$645K - $704K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-20.4KClosed |
$1.51M - $1.65M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-6.66KClosed |
$495K - $540K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Appleton Partners Inc
|
SELL
|
- |
-2.72KClosed |
$202K - $220K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
878New |
$65.2K - $71.2K
|
878
$46.2K
|
|