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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$73.5 - $86.1
|
2.85K
$162K
|
|
|
Jan 12, 2021
Q4 2020
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-450- 11.47% |
$33.1K - $38.7K
|
3.47K
$197K
|
|
|
Jan 05, 2021
Q4 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.88KClosed |
$212K - $248K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-70.9KClosed |
$5.22M - $5.87M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.09KClosed |
$228K - $256K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-327KClosed |
$24.1M - $27.1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.61KClosed |
$192K - $215K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-18.5KClosed |
$1.36M - $1.53M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
213New |
$15.7K - $17.6K
|
213
$12.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-40.1KClosed |
$2.95M - $3.32M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.13KClosed |
$451K - $507K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.67KClosed |
$196K - $221K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-190Closed |
$14K - $15.7K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Opus Investment Management Inc
|
BUY
|
- |
4K+ 16.13% |
$294K - $331K
|
28.8K
$1.63M
|
|
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $283K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.36KClosed |
$321K - $361K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-4.07KClosed |
$299K - $337K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-113KClosed |
$8.29M - $9.31M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.23KClosed |
$90.2K - $101K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Bailard, Inc.
|
SELL
|
- |
-4.38KClosed |
$322K - $362K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-478Closed |
$35.2K - $39.5K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.9KClosed |
$287K - $322K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.76KClosed |
$277K - $311K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2KClosed |
$147K - $165K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bank Of The West
|
SELL
|
- |
-3.46KClosed |
$255K - $286K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$36.8K - $41.3K
|
500
$28.3K
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-3.38KClosed |
$249K - $280K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.47KClosed |
$182K - $204K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-6.55KClosed |
$482K - $541K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-241Closed |
$17.7K - $19.9K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Chase Investment Counsel Corp
|
SELL
|
- |
-4.25KClosed |
$312K - $351K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Peterson Wealth Management
|
SELL
|
- |
-5.18KClosed |
$381K - $428K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-288Closed |
$21.2K - $23.8K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.93KClosed |
$289K - $325K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.59KClosed |
$191K - $214K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.66KClosed |
$196K - $220K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Bristol John W & CO Inc
|
BUY
|
- |
5KNew |
$368K - $413K
|
5K
$283K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5KNew |
$368K - $414K
|
5K
$284K
|
|
|
Oct 23, 2020
Q3 2020
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-9.58KClosed |
$705K - $792K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-22KClosed |
$1.62M - $1.82M
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Capital City Trust CO
|
SELL
|
- |
-2.68KClosed |
$197K - $222K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-2.51KClosed |
$185K - $208K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-4.07KClosed |
$299K - $336K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.36KClosed |
$247K - $278K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-80Closed |
$5.89K - $6.62K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Sabal Trust CO
|
SELL
|
- |
-243KClosed |
$17.9M - $20.1M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.64KClosed |
$488K - $549K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-151Closed |
$11.1K - $12.5K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Churchill Management Corp
|
SELL
|
- |
-152KClosed |
$11.2M - $12.6M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.47KClosed |
$182K - $204K
|
0
$0
|
|