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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-4.88K- 46.43% |
$234K - $286K
|
5.63K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7K- 9.59% |
$610K - $744K
|
120K
$6.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-226- 1.71% |
$10.9K - $13.2K
|
13K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 1.48% |
$99.7K - $122K
|
143K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-178K- 63.43% |
$8.56M - $10.4M
|
103K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.15KNew |
$343K - $418K
|
7.15K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-262K- 36.57% |
$12.6M - $15.3M
|
454K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.15K+ 270.59% |
$55.2K - $67.3K
|
1.58K
$84.4K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-69.6K- 18.1% |
$3.34M - $4.07M
|
315K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.13K+ 1465.6% |
$198K - $242K
|
4.42K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6.97K- 32.93% |
$334K - $408K
|
14.2K
$761K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-470K- 9.95% |
$22.6M - $27.5M
|
4.26M
$228M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
4.46K+ 2.74% |
$214K - $261K
|
167K
$8.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
275+ 5.32% |
$13.2K - $16.1K
|
5.44K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.2K+ 40.43% |
$631K - $770K
|
45.7K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.88K+ 51.65% |
$234K - $286K
|
14.3K
$768K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
26.4K+ 6.6% |
$1.27M - $1.55M
|
427K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
45.8K+ 95.17% |
$2.2M - $2.68M
|
93.9K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
627K+ 54.62% |
$30.1M - $36.7M
|
1.78M
$95.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.43K- 13.78% |
$261K - $318K
|
34K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.04K- 2.76% |
$290K - $354K
|
213K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-178K- 4.4% |
$8.53M - $10.4M
|
3.86M
$207M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-684- 11.27% |
$32.8K - $40K
|
5.39K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 19.23% |
$960 - $1.17K
|
84
$4.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-303K- 3.65% |
$14.5M - $17.7M
|
7.99M
$428M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.68KNew |
$177K - $216K
|
3.68K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-779- 4.78% |
$37.4K - $45.6K
|
15.5K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
25KNew |
$1.2M - $1.46M
|
25K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-19.8K- 35.6% |
$948K - $1.16M
|
35.7K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 4.09% |
$276K - $336K
|
135K
$7.21M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-68- 0.25% |
$3.26K - $3.98K
|
26.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.21M+ 129.68% |
$58M - $70.7M
|
2.14M
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-320- 7.2% |
$15.4K - $18.7K
|
4.13K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.44M- 59.78% |
$165M - $201M
|
2.31M
$124M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.2K- 8.19% |
$779K - $949K
|
182K
$9.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.05K+ 66.08% |
$98.5K - $120K
|
5.16K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
103+ 0.96% |
$4.95K - $6.03K
|
10.9K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.8KNew |
$519K - $633K
|
10.8K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.7K- 65.52% |
$512K - $624K
|
5.61K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.98K- 7.47% |
$239K - $291K
|
61.7K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.2K- 2.11% |
$106K - $129K
|
102K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.44K- 2.44% |
$261K - $319K
|
218K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.9K+ 22.68% |
$139K - $170K
|
15.7K
$840K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.3K- 0.75% |
$158K - $193K
|
439K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.66K+ 226.84% |
$176K - $214K
|
5.27K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
8.38KNew |
$402K - $491K
|
8.38K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-61.7K- 86.81% |
$2.96M - $3.61M
|
9.37K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32- 9.09% |
$1.54K - $1.87K
|
320
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.9K- 16.88% |
$1.82M - $2.22M
|
186K
$9.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
594+ 0.53% |
$28.5K - $34.8K
|
113K
$6.05M
|