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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 0.51% |
$4.8K - $5.85K
|
19.6K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
97+ 0.55% |
$4.66K - $5.68K
|
17.6K
$926K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
96+ 2.17% |
$4.61K - $5.62K
|
4.52K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96+ 3.49% |
$4.61K - $5.62K
|
2.85K
$150K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 1.14% |
$4.56K - $5.56K
|
8.4K
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
94+ 1.95% |
$4.51K - $5.5K
|
4.92K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
94+ 0.79% |
$4.51K - $5.5K
|
12K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
93+ 0.76% |
$4.46K - $5.44K
|
12.4K
$651K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
91+ 0.75% |
$4.37K - $5.33K
|
12.2K
$642K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
90+ 2.42% |
$4.32K - $5.27K
|
3.81K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
88+ 3.05% |
$4.22K - $5.15K
|
2.98K
$157K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
88New |
$4.22K - $5.15K
|
88
$4.63K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
85+ 1.1% |
$4.08K - $4.98K
|
7.81K
$411K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.44% |
$3.98K - $4.86K
|
19.1K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
80+ 0.81% |
$3.84K - $4.68K
|
9.98K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
79+ 19.75% |
$3.79K - $4.62K
|
479
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 1.63% |
$3.79K - $4.62K
|
4.92K
$259K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
75+ 1.17% |
$3.6K - $4.39K
|
6.5K
$342K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
75+ 1.19% |
$3.6K - $4.39K
|
6.37K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
71+ 0.96% |
$3.41K - $4.16K
|
7.47K
$393K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
71+ 2.31% |
$3.41K - $4.16K
|
3.14K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 0.52% |
$3.36K - $4.1K
|
13.5K
$708K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
70New |
$3.36K - $4.1K
|
70
$3.68K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
67+ 6.25% |
$3.22K - $3.92K
|
1.14K
$59.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
67+ 0.62% |
$3.22K - $3.92K
|
10.9K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 1.27% |
$3.17K - $3.86K
|
5.26K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
65+ 1.23% |
$3.12K - $3.8K
|
5.34K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
63+ 0.61% |
$3.02K - $3.69K
|
10.4K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 20.27% |
$2.83K - $3.45K
|
350
$18.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
59+ 0.77% |
$2.83K - $3.45K
|
7.68K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
56+ 1.16% |
$2.69K - $3.28K
|
4.9K
$258K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
55+ 0.62% |
$2.64K - $3.22K
|
8.92K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
55+ 9.53% |
$2.64K - $3.22K
|
632
$33.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
52+ 0.09% |
$2.5K - $3.04K
|
58.5K
$3.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
46+ 0.24% |
$2.21K - $2.69K
|
19.2K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$2.06K - $2.52K
|
43
$2.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43+ 1.05% |
$2.06K - $2.52K
|
4.13K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.95% |
$1.92K - $2.34K
|
4.24K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
40New |
$1.92K - $2.34K
|
40
$2.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40+ 0.7% |
$1.92K - $2.34K
|
5.72K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
39+ 0.03% |
$1.87K - $2.28K
|
117K
$6.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
39+ 0.42% |
$1.87K - $2.28K
|
9.32K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 3.82% |
$1.82K - $2.22K
|
1.03K
$54.4K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
36+ 0.94% |
$1.73K - $2.11K
|
3.87K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
36+ 3.68% |
$1.73K - $2.11K
|
1.02K
$53.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
35+ 0.3% |
$1.68K - $2.05K
|
11.6K
$610K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35+ 4.02% |
$1.68K - $2.05K
|
905
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
34+ 0.47% |
$1.63K - $1.99K
|
7.28K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 19.88% |
$1.58K - $1.93K
|
199
$10.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32+ 0.38% |
$1.54K - $1.87K
|
8.44K
$444K
|