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 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-1.28K- 13.58% |
$61.5K - $75K
|
8.16K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.62K+ 54.99% |
$222K - $270K
|
13K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5.92KNew |
$284K - $346K
|
5.92K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
177K+ 60.99% |
$8.49M - $10.4M
|
467K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-17.2K- 26.39% |
$824K - $1M
|
47.9K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 3.6% |
$432 - $527
|
259
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.27K+ 6.75% |
$205K - $250K
|
67.5K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
19KNew |
$914K - $1.11M
|
19K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 1.63% |
$3.79K - $4.62K
|
4.92K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.01K+ 13.79% |
$240K - $293K
|
41.3K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.47K- 25.59% |
$70.5K - $85.9K
|
4.27K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
53.1K+ 10.67% |
$2.55M - $3.11M
|
551K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64.2K+ 70.75% |
$3.08M - $3.75M
|
155K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-680- 1.88% |
$32.6K - $39.8K
|
35.4K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.46K- 34.9% |
$118K - $144K
|
4.59K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.19K+ 51.57% |
$297K - $362K
|
18.2K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
367K+ 2.1% |
$17.6M - $21.5M
|
17.9M
$958M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-910- 20.67% |
$43.7K - $53.3K
|
3.49K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-85- 1.43% |
$4.08K - $4.98K
|
5.85K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 1.56% |
$1.54K - $1.87K
|
2.02K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-155K- 6.2% |
$7.42M - $9.05M
|
2.34M
$125M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
52+ 0.09% |
$2.5K - $3.04K
|
58.5K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
784+ 14.55% |
$37.6K - $45.9K
|
6.17K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
175+ 35.0% |
$8.4K - $10.2K
|
675
$36.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-443- 7.6% |
$21.3K - $25.9K
|
5.39K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.49K+ 3.49% |
$71.4K - $87.1K
|
44.1K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.67K+ 19.99% |
$80K - $97.6K
|
10K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.15KNew |
$247K - $301K
|
5.15K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-576K- 11.42% |
$27.6M - $33.7M
|
4.47M
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.05M+ 599.44% |
$50.3M - $61.4M
|
1.22M
$65.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-17- 0.14% |
$816 - $995
|
12.4K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 1.43% |
$144 - $176
|
213
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.7K- 16.59% |
$81.7K - $99.6K
|
8.56K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-393- 4.01% |
$18.9K - $23K
|
9.4K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.39K+ 45.21% |
$115K - $140K
|
7.69K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
233+ 2.91% |
$11.2K - $13.6K
|
8.23K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
177K+ 3924.92% |
$8.51M - $10.4M
|
182K
$9.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-256K- 2.43% |
$12.3M - $15M
|
10.3M
$550M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.24K+ 4.06% |
$300K - $365K
|
160K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.68KNew |
$176K - $215K
|
3.68K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
26.7KNew |
$1.28M - $1.56M
|
26.7K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16+ 0.31% |
$768 - $936
|
5.11K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.04K+ 1.56% |
$194K - $236K
|
262K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.5KNew |
$649K - $791K
|
13.5K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-212- 6.35% |
$10.2K - $12.4K
|
3.13K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-999- 3.61% |
$48K - $58.5K
|
26.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.97K- 36.26% |
$239K - $291K
|
8.74K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
403+ 7.86% |
$19.3K - $23.6K
|
5.53K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
595+ 0.42% |
$28.6K - $34.8K
|
144K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.17% |
$2.35K - $2.87K
|
4.13K
$221K
|