Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
343+ 1.33% |
$15.1K - $16.9K
|
26K
$1.26M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
341+ 50.52% |
$15.1K - $16.8K
|
1.02K
$49.3K
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
326+ 2.86% |
$14.4K - $16K
|
11.7K
$570K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
323+ 5.75% |
$14.3K - $15.9K
|
5.94K
$288K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
320+ 3.08% |
$14.1K - $15.7K
|
10.7K
$520K
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
303+ 1.16% |
$13.4K - $14.9K
|
26.4K
$1.28M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$13.2K - $14.8K
|
300
$14.6K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
300New |
$13.2K - $14.8K
|
300
$14.6K
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
300+ 5.85% |
$13.2K - $14.8K
|
5.43K
$264K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
288+ 4.57% |
$12.7K - $14.2K
|
6.59K
$320K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
283+ 4.26% |
$12.5K - $13.9K
|
6.92K
$336K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
280+ 0.26% |
$12.4K - $13.8K
|
107K
$5.21M
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
280+ 4.92% |
$12.4K - $13.8K
|
5.97K
$290K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
272+ 0.04% |
$12K - $13.4K
|
624K
$30.3M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
271+ 7.98% |
$12K - $13.3K
|
3.67K
$178K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
250New |
$11K - $12.3K
|
250
$12.1K
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
242+ 3.88% |
$10.7K - $11.9K
|
6.49K
$315K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
230+ 4.67% |
$10.2K - $11.3K
|
5.16K
$250K
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
228+ 2.05% |
$10.1K - $11.2K
|
11.4K
$551K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
222+ 3.96% |
$9.8K - $10.9K
|
5.82K
$283K
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
210+ 0.86% |
$9.27K - $10.3K
|
24.5K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
209+ 2.66% |
$9.23K - $10.3K
|
8.07K
$392K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
201+ 45.27% |
$8.87K - $9.89K
|
645
$31.3K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$8.83K - $9.84K
|
200
$9.71K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
200+ 0.12% |
$8.83K - $9.84K
|
173K
$8.39M
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.08% |
$8.83K - $9.84K
|
243K
$11.8M
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
200+ 40.0% |
$8.83K - $9.84K
|
700
$34K
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
197+ 1.21% |
$8.7K - $9.69K
|
16.5K
$800K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
196+ 7.58% |
$8.65K - $9.64K
|
2.78K
$135K
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
192+ 11.58% |
$8.48K - $9.44K
|
1.85K
$89.8K
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
184+ 2.63% |
$8.12K - $9.05K
|
7.18K
$349K
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
171+ 2.95% |
$7.55K - $8.41K
|
5.96K
$289K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
154+ 5.88% |
$6.8K - $7.58K
|
2.77K
$135K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$6.62K - $7.38K
|
150
$7.28K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
145+ 1.94% |
$6.4K - $7.13K
|
7.61K
$370K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
141New |
$6.23K - $6.94K
|
141
$6.84K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
137+ 2.23% |
$6.05K - $6.74K
|
6.27K
$304K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
130+ 7.78% |
$5.74K - $6.39K
|
1.8K
$87.5K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
127+ 1.96% |
$5.61K - $6.25K
|
6.62K
$321K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
125+ 2.46% |
$5.52K - $6.15K
|
5.21K
$253K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
122+ 2.52% |
$5.39K - $6K
|
4.96K
$241K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
121+ 2.67% |
$5.34K - $5.95K
|
4.66K
$226K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
116New |
$5.12K - $5.71K
|
116
$5.63K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
114+ 1.33% |
$5.03K - $5.61K
|
8.7K
$422K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
106+ 0.55% |
$4.68K - $5.21K
|
19.5K
$947K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
103+ 20.28% |
$4.55K - $5.07K
|
611
$29.7K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
101+ 11.28% |
$4.46K - $4.97K
|
996
$48.3K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100+ 5.26% |
$4.42K - $4.92K
|
2K
$97.1K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 54.35% |
$4.42K - $4.92K
|
284
$13.8K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
100+ 4.17% |
$4.42K - $4.92K
|
2.5K
$121K
|